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Connor Clark & Lunn Investment Management LTD 13F 披露与投资组合数据
Connor Clark & Lunn Investment Management LTDCIK: 0001140804
分散型投资策略趋势追踪型行业集中型
申报总市值
US$128.2亿
申报季度: 2013-12-31 · 持股只数: 721
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD在最新一期 13F 报告中披露了 721 项持股，申报期为 2013-12-31，总持股市值约为 US$128.2亿，季度换手率为 23.7%。
机构性格雪花图
- 集中度
- 11.87
- 持仓稳定性
- 23.74
- 动能／逆势
- 100
- 行业集中度
- 86.23
- 多样化
- 100
- 仓位均衡度
- 54.85
Connor Clark & Lunn Investment Management LTD 目前披露的持仓，Herfindahl 集中度指数为 0.030——换算下来相当于约 34 个等权重仓位，明显低于其实际披露的 721 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 4.52），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 10%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
近期动向
减仓 TD
-1.1% US$5617.3万
减仓 ENB
-19.0% -US$3219.4万
加仓 VALE
+11.8% US$1.2亿
加仓 MFC
+5.3% US$1.2亿
减仓 078314101
-64.9% -US$4383.6万
减仓 WPM
-61.8% -US$4207.6万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 200 大持股（共 721 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | 股票-金融 | 8.28% | -0.34% | +2.08% | |
| 2 | TD | Toronto-dominion Bank | 股票-金融 | 6.96% | -0.55% | -1.14% | |
| 3 | BNS | Bank Of Nova Scotia | 股票-金融 | 6.15% | -0.34% | -3.21% | |
| 4 | SU | Suncor Energy INC | 股票-能源 | 4.22% | +0.05% | +15.02% | |
| 5 | VALE | Vale S.A. | 股票-原材料 | 4.13% | +0.47% | +11.82% | |
| 6 | MFC | Manulife Financial CORP | 股票-金融 | 4.08% | +0.46% | +5.34% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工业 | 3.95% | +0.07% | +102.10% | |
| 8 | MGA | Magna International INC | 股票-周期性消费 | 3.06% | +0.16% | +18.31% | |
| 9 | TU | Telus CORP | 股票-其他 | 2.66% | -0.21% | -0.26% | |
| 10 | CP | Canadian Pacific Kansa F | 股票-工业 | 2.48% | +0.02% | -8.16% | |
| 11 | CNQ | Canadian Natural Resources | 股票-能源 | 2.41% | +0.11% | +8.67% | |
| 12 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 2.24% | -0.16% | +0.43% | |
| 13 | SLF | Sun Life Financial INC | 股票-金融 | 2.00% | +0.04% | +2.97% | |
| 14 | GIL | Gildan Activewear INC | 股票-周期性消费 | 1.89% | -0.06% | -5.62% | |
| 15 | TRI | Thomson Reuters Corporation | 股票-工业 | 1.83% | — | -4.95% | |
| 16 | ENB | Enbridge INC | 股票-能源 | 1.74% | -0.55% | -18.99% | |
| 17 | ✓ | Groupe Cgi INC | 股票-其他 | 1.69% | +0.40% | +53.41% | |
| 18 | ✓ | 股票-其他 | 1.54% | — | +24.60% | ||
| 19 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.53% | +0.01% | +5.04% | |
| 20 | VET | Vermilion Energy INC | 股票-其他 | 1.29% | — | -6.59% | |
| 21 | OTEX | Open Text CORP | 股票-其他 | 1.29% | +0.09% | -2.62% | |
| 22 | MEOH | Methanex CORP | 股票-其他 | 1.26% | +0.34% | +33.20% | |
| 23 | BMO | Bank Of Montreal | 股票-金融 | 1.23% | — | -4.85% | |
| 24 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 1.22% | — | -0.82% | |
| 25 | FNV | Franco-nevada CORP | 股票-原材料 | 0.99% | — | +7.28% | |
| 26 | ABX | Barrick Gold CORP | 股票-金融 | 0.98% | +0.15% | +39.19% | |
| 27 | IMAX | Imax CORP | 股票-其他 | 0.93% | — | -0.58% | |
| 28 | STN | Stantec INC | 股票-其他 | 0.87% | — | -20.63% | |
| 29 | ✓ | Agrium INC | 股票-其他 | 0.86% | — | -20.42% | |
| 30 | BN | Brookfield Corporation | 股票-金融 | 0.84% | — | +10.65% | |
| 31 | ✓ | 股票-其他 | 0.83% | — | -12.63% | ||
| 32 | TCPA | TransCanada PipeLines Limited 6 | 股票-其他 | 0.82% | -0.27% | -19.00% | |
| 33 | ✓ | Encana CORP | 股票-其他 | 0.76% | -0.26% | -20.47% | |
| 34 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.60% | — | -4.10% | |
| 35 | BCE | Bce INC | 股票-通信服务 | 0.59% | -0.25% | -21.87% | |
| 36 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.58% | — | -11.61% | |
| 37 | WCN | Waste Connections, Inc. | 股票-工业 | 0.57% | -0.28% | -22.13% | |
| 38 | CVE | Cenovus Energy INC | 股票-能源 | 0.52% | — | -14.33% | |
| 39 | SWCHF | Sierra Wireless INC | 股票-其他 | 0.45% | — | -30.69% | |
| 40 | POT1EUR | Potash CORP Of Saskatchewan | 股票-其他 | 0.43% | -0.22% | -30.34% | |
| 41 | ✓ | Talisman Energy INC | 股票-其他 | 0.42% | — | +22.95% | |
| 42 | STKL | Sunopta INC | 股票-其他 | 0.41% | — | +14.78% | |
| 43 | CLSEUR | Celestica INC | 股票-其他 | 0.40% | +0.25% | +216.55% | |
| 44 | FSV | FirstService Corporation | 股票-其他 | 0.39% | +0.21% | +114.06% | |
| 45 | SJR-BEUR | Shaw Communications Inc-b | 股票-其他 | 0.39% | — | -2.18% | |
| 46 | BN | Brookfield Corporation | 股票-金融 | 0.39% | — | -24.28% | |
| 47 | CAE | Cae INC | 股票-其他 | 0.38% | +0.20% | +102.14% | |
| 48 | AGI | Alamos Gold Inc. | 股票-原材料 | 0.36% | — | +15.46% | |
| 49 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 0.33% | — | +22.85% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | +0.13% | +65.82% |
1–50 of 200
投资组合表现
可定价持仓数据尚不足以计算表现
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Connor Clark & Lunn Investment Management LTD 在 2013-12-31 最显著的持仓异动： 新建仓: Descartes Systems Grp/the (DSGX); 新建仓: Tahoe Res INC; 清仓: New Gold INC (NGDN); 新建仓: Gamestop Corp-class A (GME); 减仓: Toronto-dominion Bank (TD) — 股数 -1.14%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VALE | Vale S.A. | +0.5% | +11.82% | 加仓 |
| 2 | MFC | Manulife Financial CORP | +0.5% | +5.34% | 加仓 |
| 3 | ✓ | Groupe Cgi INC | +0.4% | +53.41% | 加仓 |
| 4 | MEOH | Methanex CORP | +0.3% | +33.20% | 加仓 |
| 5 | CLSEUR | Celestica INC | +0.3% | +216.55% | 加仓 |
| 6 | FSV | FirstService Corporation | +0.2% | +114.06% | 加仓 |
| 7 | CAE | Cae INC | +0.2% | +102.14% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | +316.01% | 加仓 |
| 9 | MGA | Magna International INC | +0.2% | +18.31% | 加仓 |
| 10 | ABX | Barrick Gold CORP | +0.2% | +39.19% | 加仓 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +65.82% | 加仓 |
| 12 | PFE | Pfizer INC | +0.1% | +134.70% | 加仓 |
| 13 | AAPL | Apple INC | +0.1% | +122.92% | 加仓 |
| 14 | NEM | Newmont CORP | +0.1% | +682.76% | 加仓 |
| 15 | CNQ | Canadian Natural Resources | +0.1% | +8.67% | 加仓 |
| 16 | GILD | Gilead Sciences INC | +0.1% | +195.29% | 加仓 |
| 17 | NFLX | Netflix INC | +0.1% | +149.36% | 加仓 |
| 18 | COP | Conocophillips | +0.1% | +678.56% | 加仓 |
| 19 | OTEX | Open Text CORP | +0.1% | -2.62% | 减仓 |
| 20 | CVX | Chevron CORP | +0.1% | +87.93% | 加仓 |
| 21 | CNI | Canadian Natl Railway Co | +0.1% | +102.10% | 加仓 |
| 22 | SU | Suncor Energy INC | +0.1% | +15.02% | 加仓 |
| 23 | SLF | Sun Life Financial INC | 0% | +2.97% | 加仓 |
| 24 | CP | Canadian Pacific Kansa F | 0% | -8.16% | 减仓 |
| 25 | CM | Can Imperial Bk Of Commerce | 0% | +5.04% | 加仓 |
| 26 | BN | Brookfield Corporation | — | +10.65% | 加仓 |
| 27 | GIL | Gildan Activewear INC | -0.1% | -5.62% | 减仓 |
| 28 | BAM | Brookfield Asset Management Ltd. | -0.2% | +0.43% | 加仓 |
| 29 | BTG | B2gold CORP | -0.2% | -45.56% | 减仓 |
| 30 | AEM | Agnico Eagle Mines LTD | -0.2% | -39.61% | 减仓 |
| 31 | YRI | Yamana Gold INC | -0.2% | -20.12% | 减仓 |
| 32 | ✓ | Primero Mng CORP | -0.2% | -51.50% | 减仓 |
| 33 | TU | Telus CORP | -0.2% | -0.26% | 减仓 |
| 34 | POT1EUR | Potash CORP Of Saskatchewan | -0.2% | -30.34% | 减仓 |
| 35 | IMO | Imperial Oil LTD | -0.2% | -54.64% | 减仓 |
| 36 | GTE2EUR | Gran Tierra Energy INC | -0.3% | -97.48% | 减仓 |
| 37 | BCE | Bce INC | -0.3% | -21.87% | 减仓 |
| 38 | ✓ | Encana CORP | -0.3% | -20.47% | 减仓 |
| 39 | TCPA | TransCanada PipeLines Limited 6 | -0.3% | -19.00% | 减仓 |
| 40 | WCN | Waste Connections, Inc. | -0.3% | -22.13% | 减仓 |
| 41 | RY | Royal Bank Of Canada | -0.3% | +2.08% | 加仓 |
| 42 | BNS | Bank Of Nova Scotia | -0.3% | -3.21% | 减仓 |
| 43 | WPM | Wheaton Precious Metals Corp. | -0.4% | -61.84% | 减仓 |
| 44 | ✓ | Bellatrix Exploration LTD | -0.4% | -64.91% | 减仓 |
| 45 | TD | Toronto-dominion Bank | -0.6% | -1.14% | 减仓 |
| 46 | ENB | Enbridge INC | -0.6% | -18.99% | 减仓 |
| 47 | DSGX | Descartes Systems Grp/the | — | NEW | 新建仓 |
| 48 | ✓ | Tahoe Res INC | — | NEW | 新建仓 |
| 49 | NGDN | New Gold INC | — | EXIT | 清仓 |
| 50 | GME | Gamestop Corp-class A | — | NEW | 新建仓 |
申报历史
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2013-12-31 | 2014-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-16 | 13F-HR | 在 EDGAR 上查看 |
FAQ
Connor Clark & Lunn Investment Management LTD 是什么机构？属于哪种投资人类型？
Connor Clark & Lunn Investment Management LTD 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2013-12-31），该机构追踪的股票投资组合估值约为 US$128.2亿，分布在 721 个已申报仓位之中。
Connor Clark & Lunn Investment Management LTD 目前前几大持股有哪些？
根据最新 13F 申报，Connor Clark & Lunn Investment Management LTD 按市值排列的前几大持股为：
1. Royal Bank Of Canada (RY) — US$10.6亿 (8.3%)
2. Toronto-dominion Bank (TD) — US$8.9亿 (7.0%)
3. Bank Of Nova Scotia (BNS) — US$7.9亿 (6.2%)
4. Suncor Energy INC (SU) — US$5.4亿 (4.2%)
5. Vale S.A. (VALE) — US$5.3亿 (4.1%)
Connor Clark & Lunn Investment Management LTD 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Connor Clark & Lunn Investment Management LTD 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 26 个既有持股、减仓 20 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Descartes Systems Grp/the (DSGX); 新建仓: Tahoe Res INC; 清仓: New Gold INC (NGDN); 新建仓: Gamestop Corp-class A (GME); 减仓: Toronto-dominion Bank (TD) — 股数 -1.14%
Connor Clark & Lunn Investment Management LTD 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Connor Clark & Lunn Investment Management LTD 的主要板块分布如下：
• Energy: 47.6%
• Financials: 17.4%
• Information Technology: 11.6%
• Health Care: 11.1%
• Consumer Staples: 4.8%
• Communication Services: 4.0%
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