INTACT INVESTMENT MANAGEMENT INC.
Q1 2024 13F-HR Holdings
Net value change ($000)
+63,742
(2.6%)
New positions
28
Sold out positions
28
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2023
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)
| MFC | 38,958 | 75.2% |
| TU | 36,426 | 75.8% |
| TD | 32,391 | 37.9% |
| CVE | 22,688 | 52.6% |
| BEP | 19,887 | 4204.4% |
| RY | 17,939 | 39.2% |
| TRP | 16,437 | 54.3% |
| CNQ | 11,576 | 49.0% |
| AGI | 11,063 | NEW |
| GIL | 10,730 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| SLF | -58,017 | -84.5% |
| BN | -28,790 | -61.6% |
| CP | -21,845 | -54.8% |
| ENERPLUS Corp | -21,429 | -100.0% |
| CM | -21,025 | -17.6% |
| SU | -21,021 | -24.8% |
| Tricon Residential Inc. | -11,717 | -100.0% |
| OTEX | -11,323 | -21.5% |
| PBA | -10,052 | -31.6% |
| TAC | -9,476 | -44.9% |
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 |
|---|