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Suncor Energy

466 hedge funds and large institutions have $25.3B invested in Suncor Energy in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2.4% more ownership

Funds ownership: 63.48%65.88% (+2.4%)

1% more capital invested

Capital invested by funds: $25.1B → $25.3B (+$292M)

4% less funds holding

Funds holding: 485466 (-19)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

14% less call options, than puts

Call options by funds: $127M | Put options by funds: $149M

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
466
Holders Change
-19
Holders Change %
-3.92%
% of All Funds
13.01%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.78%
New
32
Increased
155
Reduced
181
Closed
49
Calls
$127M
Puts
$149M
Net Calls
-$21.4M
Net Calls Change
+$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
251
Halsey Associates
Connecticut
$1.11M
UCFA
252
United Capital Financial Advisors
Texas
$1.11M -$98.9K -3,685 -8%
TCM
253
Tradition Capital Management
New Jersey
$1.11M -$818K -30,509 -42%
TIA
254
Trust Investment Advisors
Indiana
$1.06M -$12.6K -470 -1%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$1.04M -$82.5K -3,076 -7%
JAFL
256
Jay A. Fishman Ltd
Michigan
$1.02M
Twin Tree Management
257
Twin Tree Management
Texas
$994K -$1.49M -55,560 -60%
CT
258
Coastline Trust
Rhode Island
$981K
DVM
259
Dreman Value Management
Florida
$930K -$2.28M -85,006 -71%
Stifel Financial
260
Stifel Financial
Missouri
$922K -$4.9M -182,553 -84%
PCA
261
Private Capital Advisors
Connecticut
$902K -$123K -4,602 -12%
BG
262
Bahl & Gaynor
Ohio
$857K -$742K -27,640 -46%
MC
263
Moors & Cabot
Massachusetts
$856K -$87.6K -3,267 -9%
PCTC
264
Perkins Coie Trust Company
Washington
$838K +$15.5K +578 +2%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$827K -$57.8K -2,156 -7%
HK
266
Horizon Kinetics
New York
$815K -$12.1K -450 -1%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$797K -$11.7M -434,548 -94%
GH
268
GAM Holding
Switzerland
$793K -$268 -10 -0%
MC
269
Martin Currie
United Kingdom
$778K +$80.5K +3,000 +11%
Nomura Asset Management
270
Nomura Asset Management
Japan
$750K -$1.74M -65,000 -70%
PGA
271
Portland Global Advisors
Maine
$733K -$15.4K -575 -2%
BNP Paribas Financial Markets
272
BNP Paribas Financial Markets
France
$721K -$223K -8,309 -24%
BCM
273
Barometer Capital Management
Ontario, Canada
$714K +$537K +20,000 New
HIM
274
Hillsdale Investment Management
Ontario, Canada
$710K +$255K +9,520 +56%
CA
275
Cetera Advisors
Colorado
$708K +$178K +6,626 +33%

SU Hedge Fund Activity: Q3 2015 in Review

466 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2015, worth a combined $25.3B — up 1.2% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 32 opened new positions — a net loss of 17 holders — while 181 trimmed existing stakes and 155 added.

The largest buyer was Capital Research Global Investors, adding an estimated $255M. The largest seller was William Blair & Company, cutting an estimated $272M.

  • 466 institutional investors held Suncor Energy (SU) as of Q3 2015, down from 485 in Q2 2015.
  • Funds reported $25.3B of Suncor Energy stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 32 funds opened new Suncor Energy positions in Q3 2015 and 49 closed out, a net change of -17 holders.
  • The largest Suncor Energy buyer in Q3 2015 was Capital Research Global Investors, an estimated $255M added.
  • The largest Suncor Energy seller in Q3 2015 was William Blair & Company, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2015.