Suncor Energy
545 hedge funds and large institutions have $37.9B invested in Suncor Energy in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 183 reducing their positions, and 58 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 183
1.31% more ownership
Funds ownership: 65.56% → 66.88% (+1.3%)
2% less funds holding
Funds holding: 558 → 545 (-13)
3% less funds holding in top 10
Funds holding in top 10: 35 → 34 (-1)
5% less capital invested
Capital invested by funds: $40B → $37.9B (-$2.06B)
17% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 58
43% less call options, than puts
Call options by funds: $146M | Put options by funds: $255M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$226M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$211M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$184M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$164M |
| 5 |
BlackRock
New York
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$202M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$143M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$101M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$99.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$81.2M |
SU Hedge Fund Activity: Q1 2018 in Review
545 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2018, worth a combined $37.9B — down 5.1% from $40B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of SU and 48 opened new positions — a net loss of 10 holders — while 183 trimmed existing stakes and 207 added.
The largest buyer was Janus Henderson Group, adding an estimated $226M. The largest seller was Franklin Resources, cutting an estimated $202M.
- 545 institutional investors held Suncor Energy (SU) as of Q1 2018, down from 558 in Q4 2017.
- Funds reported $37.9B of Suncor Energy stock for Q1 2018, down 5.1% quarter-over-quarter.
- 48 funds opened new Suncor Energy positions in Q1 2018 and 58 closed out, a net change of -10 holders.
- The largest Suncor Energy buyer in Q1 2018 was Janus Henderson Group, an estimated $226M added.
- The largest Suncor Energy seller in Q1 2018 was Franklin Resources, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2018.