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TC Energy

514 hedge funds and large institutions have $33.7B invested in TC Energy in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 185 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more capital invested

Capital invested by funds: $31.9B → $33.7B (+$1.87B)

1% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 184

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

1.28% less ownership

Funds ownership: 70.73%69.45% (-1.3%)

1% less funds holding

Funds holding: 521514 (-7)

33% less call options, than puts

Call options by funds: $173M | Put options by funds: $258M

Holders
514
Holders Change
-7
Holders Change %
-1.34%
% of All Funds
8.95%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.38%
New
42
Increased
185
Reduced
184
Closed
46
Calls
$173M
Puts
$258M
Net Calls
-$85.2M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.32B +$8.76M +175,085 +0.2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.15B +$600M +11,999,485 +39%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.83B +$27.4M +547,636 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.51B +$13.8M +276,026 +0.9%
Deutsche Bank
5
Deutsche Bank
Germany
$1.42B +$157M +3,132,731 +12%
Capital International Investors
6
Capital International Investors
California
$1.38B +$38.8M +775,541 +3%
Capital World Investors
7
Capital World Investors
California
$1.11B +$94.8M +1,894,786 +9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.04B -$57.8M -1,155,836 -5%
Fidelity International
9
Fidelity International
Bermuda
$894M -$65.9M -1,317,220 -7%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$890M +$7.46M +149,126 +0.8%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$847M +$215M +4,299,176 +33%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$843M +$73M +1,459,233 +9%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$779M +$11.7M +233,070 +2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$671M -$34.9M -697,895 -5%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$670M -$31.9M -638,046 -4%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$624M -$23.6M -472,376 -4%
BCIM
17
British Columbia Investment Management
British Columbia, Canada
$610M +$156M +3,122,139 +34%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$581M -$41.2M -824,259 -7%
MSC
19
MUFG Securities (Canada)
New York
$496M +$185M +3,700,392 +59%
Dodge & Cox
20
Dodge & Cox
California
$488M
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$485M -$16.7M -332,910 -3%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$475M -$11.2M -223,512 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$467M +$148M +2,965,248 +46%
Legal & General Group
24
Legal & General Group
United Kingdom
$460M +$734K +14,671 +0.2%
Norges Bank
25
Norges Bank
Norway
$401M -$47.4M -946,885 -10%

TRP Hedge Fund Activity: Q2 2021 in Review

514 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in TC Energy (TRP) for Q2 2021, worth a combined $33.7B — up 5.9% from $31.9B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of TRP and 42 opened new positions — a net loss of 4 holders — while 184 trimmed existing stakes and 185 added.

The largest buyer was Bank of Montreal, adding an estimated $600M. The largest seller was Bank of America, cutting an estimated $272M.

  • 514 institutional investors held TC Energy (TRP) as of Q2 2021, down from 521 in Q1 2021.
  • Funds reported $33.7B of TC Energy stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 42 funds opened new TC Energy positions in Q2 2021 and 46 closed out, a net change of -4 holders.
  • The largest TC Energy buyer in Q2 2021 was Bank of Montreal, an estimated $600M added.
  • The largest TC Energy seller in Q2 2021 was Bank of America, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2021.