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CIK: 0001058231
Total reported value
$1.0B
$1.0B
73 檔
26.8%
As reported in its official Q4 2024 Form 13F filing, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's tracked investment portfolio stood at $1.0B with 73 total positions.
In Q4 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 8.63% | +2.09% | -2.41% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 7.65% | +1.95% | +11.37% | |
| 3 | TRP | Tc Energy CORP | Stock-Energy | 5.95% | +0.39% | -13.49% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 5.65% | -0.40% | -7.06% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 5.13% | +1.22% | -2.81% | |
| 6 | BCE | Bce Inc | Stock-Comm Services | 4.53% | -0.69% | +17.26% | |
| 7 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.46% | +0.88% | +31.14% | |
| 8 | MFC | Manulife Financial CORP | Stock-Financials | 4.29% | +0.14% | -14.43% | |
| 9 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.84% | +0.52% | -36.88% | |
| 10 | PBA | Pembina Pipeline CORP | Stock-Energy | 3.45% | -4.84% | EXIT | |
| 11 | MGA | Magna International Inc | Stock-Consumer Disc | 3.35% | +0.07% | -17.32% | |
| 12 | TU | Telus CORP | Stock-Other | 3.22% | -0.05% | +0.99% | |
| 13 | SU | Suncor Energy Inc | Stock-Energy | 2.71% | -0.61% | -1.10% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.31% | +0.88% | -3.16% | |
| 15 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 1.91% | -0.02% | -3.00% | |
| 16 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.89% | +0.02% | +4.65% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.62% | -0.39% | -0.26% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.43% | — | -9.13% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.28% | -0.54% | -0.71% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.24% | -0.49% | -0.33% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.15% | -0.46% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.06% | -0.66% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 0.93% | — | -0.63% | |
| 24 | FSV | Firstservice CORP | Stock-Other | 0.91% | +0.36% | +10.43% | |
| 25 | USB | US Bancorp | Stock-Financials | 0.89% | +0.05% | -0.51% | |
| 26 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.89% | -0.15% | -0.57% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.06% | -0.69% | |
| 28 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.79% | +0.11% | -14.93% | |
| 29 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.79% | +0.03% | -2.33% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.02% | -0.83% | |
| 31 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.72% | +0.10% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | +0.09% | -0.39% | |
| 33 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 0.67% | — | -27.30% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.63% | +0.07% | -7.49% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | +0.13% | -0.02% | |
| 36 | CNC | Centene CORP | Stock-Healthcare | 0.62% | — | -0.48% | |
| 37 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.59% | +0.04% | -0.79% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.07% | -0.69% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.27% | -0.48% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.51% | -0.10% | -0.62% | |
| 41 | EQIX | Equinix Inc | Stock-Real Estate | 0.50% | — | -5.17% | |
| 42 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.48% | +0.02% | -0.93% | |
| 43 | GIB | Cgi Inc | Stock-Tech | 0.48% | +1.02% | -0.37% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.10% | -19.27% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.46% | — | -13.12% | |
| 46 | UDR | Udr Inc | Stock-Real Estate | 0.43% | — | -26.83% | |
| 47 | CNQ | Canadian Natural Resources | Stock-Energy | 0.40% | -0.61% | -0.40% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.40% | -0.01% | +0.15% | |
| 49 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.40% | +0.13% | +398.83% | |
| 50 | ✓ | Sanofi SA | Stock-Other | 0.39% | -0.08% | +0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CNI | Canadian Natl Railway Co | +0.9% | +31.14% | Add |
| 2 | RY | Royal Bank Of Canada | +0.4% | -2.41% | Trim |
| 3 | BXP | Bxp Inc | +0.4% | NEW | New buy |
| 4 | BNS | Bank Of Nova Scotia | +0.3% | -2.81% | Trim |
| 5 | CSCO | Cisco Systems Inc | +0.3% | -0.26% | Trim |
| 6 | TD | Toronto-dominion Bank | +0.3% | +11.37% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.46% | Trim |
| 8 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | New buy |
| 9 | FSV | Firstservice CORP | +0.2% | +10.43% | Add |
| 10 | SU | Suncor Energy Inc | +0.2% | -1.10% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.83% | Trim |
| 12 | BAC | Bank Of America CORP | +0.2% | -0.69% | Trim |
| 13 | DIS | Walt Disney Co/the | +0.1% | -0.02% | Trim |
| 14 | KR | Kroger Co | +0.1% | -0.63% | Trim |
| 15 | MS | Morgan Stanley | +0.1% | -7.49% | Trim |
| 16 | C | Citigroup Inc | +0.1% | +0.15% | Add |
| 17 | FRT | Federal Realty Invs Trust | 0% | -2.33% | Trim |
| 18 | PFE | Pfizer Inc | 0% | -0.33% | Trim |
| 19 | DEO | Diageo Plc-sponsored Adr | — | -0.57% | Trim |
| 20 | WMT | Walmart Inc | — | -19.27% | Trim |
| 21 | ORANY | Orange-spon Adr | 0% | +0.06% | Add |
| 22 | ORCL | Oracle CORP | 0% | -9.13% | Trim |
| 23 | TRNO | Terreno Realty CORP | 0% | -5.08% | Trim |
| 24 | GSK | Gsk Plc-spon Adr | 0% | +0.19% | Add |
| 25 | VZ | Verizon Communications Inc | 0% | -0.71% | Trim |
| 26 | ING | Ing Groep N.v.-sponsored Adr | 0% | -0.79% | Trim |
| 27 | UNH | Unitedhealth Group Inc | 0% | -0.48% | Trim |
| 28 | ✓ | Sanofi SA | 0% | +0.18% | Add |
| 29 | EXR | Extra Space Storage Inc | 0% | -5.11% | Trim |
| 30 | QSR | Restaurant Brands Intern | -0.1% | -3.00% | Trim |
| 31 | RCI | Rogers Communications Inc-b | -0.1% | -0.41% | Trim |
| 32 | MFC | Manulife Financial CORP | -0.1% | -14.43% | Trim |
| 33 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | -3.16% | Trim |
| 34 | COLD | Americold Realty Trust Inc | -0.1% | -5.08% | Trim |
| 35 | CNC | Centene CORP | -0.1% | -0.48% | Trim |
| 36 | RMR | Rmr Group Inc/the - A | -0.1% | — | Unchanged |
| 37 | GLW | Corning Inc | -0.1% | -29.17% | Trim |
| 38 | PBA | Pembina Pipeline CORP | -0.1% | -2.77% | Trim |
| 39 | UDR | Udr Inc | -0.1% | -26.83% | Trim |
| 40 | BEP | Brookfield Renewable Partners L.P. | -0.1% | +4.65% | Add |
| 41 | AMT | American Tower CORP | -0.1% | -13.12% | Trim |
| 42 | CIGI | Colliers Intl Gr-subord Vot | -0.2% | -14.93% | Trim |
| 43 | MGA | Magna International Inc | -0.2% | -17.32% | Trim |
| 44 | CPT | Camden Property Trust | -0.2% | -40.32% | Trim |
| 45 | BEPC | Brookfield Renewable Corporation | -0.3% | EXIT | Sold out |
| 46 | TU | Telus CORP | -0.3% | +0.99% | Add |
| 47 | TRP | Tc Energy CORP | -0.4% | -13.49% | Trim |
| 48 | GRT-UCAD | Granite Real Estate Investme | -0.4% | -27.30% | Trim |
| 49 | BCE | Bce Inc | -0.7% | +17.26% | Add |
| 50 | CM | Can Imperial Bk Of Commerce | -1.5% | -36.88% | Trim |
According to official SEC Form 13F filings, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported a total U.S. public equity portfolio value of $1.0B across 73 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RY, TD, TRP) accounted for 26.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BXP
市值: $2.9M
Top Position Liquidated / Trimmed
BEPC
前期市值: $2.4M
During Q4 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included RY (8.6%)、TD (7.7%)、TRP (6.0%). The largest single position, RY, represented 8.6% of total portfolio value.
In Q4 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 49 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 36 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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