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TC Energy

515 hedge funds and large institutions have $30.5B invested in TC Energy in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 236 increasing their positions, 139 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 139

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

5.13% more ownership

Funds ownership: 73.45%78.58% (+5.1%)

3% more capital invested

Capital invested by funds: $29.5B → $30.5B (+$983M)

5% less funds holding

Funds holding: 543515 (-28)

31% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 61

52% less call options, than puts

Call options by funds: $160M | Put options by funds: $332M

Holders
515
Holders Change
-28
Holders Change %
-5.16%
% of All Funds
8.21%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.41%
New
42
Increased
236
Reduced
139
Closed
61
Calls
$160M
Puts
$332M
Net Calls
-$172M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.78B +$160M +3,940,781 +4%
Capital World Investors
2
Capital World Investors
California
$1.99B -$525M -12,908,567 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.46B +$11.4M +279,314 +0.8%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.4B +$14.9M +367,002 +1%
Capital International Investors
5
Capital International Investors
California
$1.34B +$206M +5,051,474 +17%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$1.12B +$238M +5,854,295 +26%
Capital Research Global Investors
7
Capital Research Global Investors
California
$979M +$803K +19,732 +0.1%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$973M +$377M +9,269,420 +59%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$883M +$364M +8,950,372 +65%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$871M +$186M +4,560,837 +26%
Bank of America
11
Bank of America
North Carolina
$850M +$695M +17,071,719 +358%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$807M -$25.8M -634,415 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$794M -$35.5M -872,004 -4%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$733M +$269M +6,614,069 +54%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$691M +$26.5M +650,027 +4%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$668M -$53.1M -1,305,188 -7%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$606M +$33.1M +814,017 +6%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$545M -$30M -735,949 -5%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$526M +$28.9M +710,662 +6%
Fidelity International
20
Fidelity International
Bermuda
$481M -$119M -2,925,423 -19%
JFL
21
Jarislowsky, Fraser Ltd
Quebec, Canada
$481M +$222M +5,449,857 +79%
Norges Bank
22
Norges Bank
Norway
$439M -$71.1M -1,746,842 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$431M +$201M +4,950,000 +81%
M
24
Murchinson
Ontario, Canada
$407M -$145M -3,554,987 -31%
Dodge & Cox
25
Dodge & Cox
California
$402M +$977K +24,000 +0.2%