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Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
276
Coastline Trust
Rhode Island
$806K
SI
277
Stephens Inc
Arkansas
$796K -$4.82K -145 -0.5%
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
$792K +$54.8K +1,648 +6%
PGA
279
Portland Global Advisors
Maine
$778K -$13.4K -402 -1%
CAM
280
Claret Asset Management
Quebec, Canada
$774K +$103K +3,100 +13%
CC
281
Courier Capital
New York
$763K -$79.5K -2,394 -8%
WSCM
282
Wellington Shields Capital Management
New York
$732K -$314K -9,459 -27%
GI
283
GS Investments
Minnesota
$730K
OAM
284
Oppenheimer Asset Management
New York
$730K +$108K +3,247 +14%
GCM
285
Glynn Capital Management
California
$725K
GAAM
286
Guinness Atkinson Asset Management
California
$723K
Group One Trading
287
Group One Trading
Illinois
$722K +$739K +22,227 +621%
CGT
288
Capital Guardian Trust
California
$701K -$1.84M -55,344 -69%
WAM
289
World Asset Management
Michigan
$691K -$558K -16,801 -40%
NRS
290
Neville Rodie & Shaw
New York
$688K
FCH
291
Freestone Capital Holdings
Washington
$682K +$220K +6,616 +37%
KWA
292
KCS Wealth Advisory
California
$670K -$6.11K -184 -0.8%
RJT
293
Raymond James Trust
Florida
$657K +$74.3K +2,235 +11%
LOAME
294
Lombard Odier Asset Management (Europe)
United Kingdom
$655K
BWP
295
Baldwin Wealth Partners
Massachusetts
$648K -$9.97K -300 -1%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$645K +$137K +4,124 +22%
CI
297
Cigna Investments
Connecticut
$643K +$61K +1,836 +9%
VCA
298
Verdence Capital Advisors
Maryland
$642K +$154K +4,625 +25%
Fisher Asset Management
299
Fisher Asset Management
Washington
$620K +$737K +22,167 New
LNC
300
Lincoln National Corp
Pennsylvania
$614K -$199 -6 -0%

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.