INTACT INVESTMENT MANAGEMENT INC.
Q1 2023 13F-HR Holdings
Net value change ($000)
+120,664
(5.2%)
New positions
24
Sold out positions
24
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2022
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| BN | 67,847 | NEW |
| SLF | 58,528 | 514.4% |
| QSR | 31,937 | 136.8% |
| BROOKFIELD INFRAST PARTNERS | 28,130 | 104.1% |
| BCE | 26,704 | 72.9% |
| RY | 23,525 | 80.3% |
| ENERPLUS Corp | 19,995 | 1483.3% |
| AEM | 19,003 | 143.5% |
| AQN | 17,416 | 66.4% |
| TD | 16,422 | 13.9% |
Top Reduces (Value $000, Stocks/ETFs)
| MFC | -51,396 | -62.1% |
| RCI | -50,388 | -68.8% |
| BMO | -31,354 | -41.6% |
| CI Financial Corp. | -30,319 | -100.0% |
| SHAW COMMUNICATIONS INC | -28,956 | -92.6% |
| B | -23,839 | -36.2% |
| CNQ | -23,745 | -45.9% |
| Veren Inc. | -19,589 | -65.2% |
| PBA | -9,359 | -33.3% |
| ENB | -8,675 | -17.9% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|