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Suncor Energy
SU

449 hedge funds and large institutions have $15.9B invested in Suncor Energy in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $11.6B → $15.9B (+$4.3B)

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

7% more funds holding

Funds holding: 421 → 449 (+28)

0.82% less ownership

Funds ownership: 62.45% → 61.63% (-0.82%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 177

Holders
449
Holders Change
+28
Holders Change %
+6.65%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
77
Increased
124
Reduced
177
Closed
44
Calls
$151M
Puts
$112M
Net Calls
+$39M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$386M
2
Artisan Partners
Artisan Partners
Wisconsin
+$84.3M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
+$81M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.4M
5
AAMU
Amundi Asset Management US
Massachusetts
+$53.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
2
Dodge & Cox
Dodge & Cox
California
-$84.8M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$78.6M
4
Invesco
Invesco
Georgia
-$74.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
226
L.J. Altfest & Co
New York
$700K +$102K +6,976 +20%
VanEck Associates
227
VanEck Associates
New York
$680K -$7.36K -501 -1%
KLC
228
Knowledge Leaders Capital
Colorado
$669K – – –
TI
229
Trexquant Investment
Connecticut
$660K +$577K +39,313 New
IPW
230
Inlet Private Wealth
Florida
$610K -$166K -11,334 -24%
MHI
231
Miller Howard Investments
New York
$607K -$64.6K -4,398 -11%
HT
232
HAP Trading
New York
$595K +$521K +35,455 New
QSS
233
Quantitative Systematic Strategies
Florida
$595K +$521K +35,457 New
BT
234
Brandywine Trust
Delaware
$594K -$1.12K -76 -0.2%
AT
235
Arden Trust
Delaware
$549K -$131K -8,944 -21%
SW
236
SVB Wealth
Massachusetts
$547K +$277K +18,858 +138%
PP
237
Paloma Partners
Connecticut
$533K -$4.46M -303,940 -91%
KWA
238
KCS Wealth Advisory
California
$527K -$161K -10,961 -26%
TNB
239
TCF National Bank
South Dakota
$523K -$103K -6,980 -18%
GIA
240
Gateway Investment Advisers
Ohio
$522K +$5.61K +382 +1%
DIM
241
DC Investments Management
Virginia
$520K +$455K +30,975 New
AIM
242
Arcadia Investment Management
Michigan
$514K -$831K -56,568 -65%
BAM
243
Blueshift Asset Management
New Jersey
$507K -$704K -47,909 -61%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$506K -$57.6K -3,922 -12%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$502K -$2.81M -191,471 -86%
Stifel Financial
246
Stifel Financial
Missouri
$492K +$37.7K +2,565 +10%
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
$472K +$413K +28,100 New
GIBU
248
Gulf International Bank (UK)
United Kingdom
$469K -$58.9K -4,007 -13%
HIA
249
Harbor Investment Advisory
Maryland
$468K -$8.02K -546 -2%
Adage Capital Partners
250
Adage Capital Partners
Massachusetts
$420K -$2.57M -175,000 -88%
8 9
10
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SU Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2020, worth a combined $15.9B — up 37% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SU positions and 44 closed out — a net gain of 33 holders — while 124 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $302M.

  • 449 institutional investors held Suncor Energy (SU) as of Q4 2020, up from 421 in Q3 2020.
  • Funds reported $15.9B of Suncor Energy stock for Q4 2020, up 37% quarter-over-quarter.
  • 77 funds opened new Suncor Energy positions in Q4 2020 and 44 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q4 2020 was Fidelity Investments, an estimated $386M added.
  • The largest Suncor Energy seller in Q4 2020 was Massachusetts Financial Services, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.