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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
IRC
276
Investors Research Corp
Georgia
$290K -$27.9K -1,900 -10%
VFA
277
Voya Financial Advisors
Connecticut
$290K +$249K +16,980 New
CAM
278
Claret Asset Management
Quebec, Canada
$285K -$11.3K -766 -4%
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$282K -$87.5K -5,955 -26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
280
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$280K – – –
JF
281
Jump Financial
Illinois
$276K +$241K +16,433 New
QI
282
QS Investors
New York
$273K -$3.26K -222 -1%
VAS
283
Vestmark Advisory Solutions
Massachusetts
$271K +$940 +64 +0.4%
9WM
284
9258 Wealth Management
Ohio
$269K – – –
QT
285
Quantbot Technologies
New York
$267K -$746K -50,787 -76%
PA
286
Pinnacle Associates
New York
$266K -$204K -13,876 -47%
FFC
287
First Financial Corp
Indiana
$254K +$20K +1,363 +10%
Lido Advisors
288
Lido Advisors
California
$250K +$219K +14,912 New
LNWWM
289
Laird Norton Wetherby Wealth Management
California
$248K +$46.1K +3,141 +27%
ADL
290
Asset Dedication LLC
California
$242K -$440K -29,921 -67%
EVM
291
Eaton Vance Management
Massachusetts
$242K -$64.1K -4,363 -23%
LOAME
292
Lombard Odier Asset Management (Europe)
United Kingdom
$239K – – –
SC
293
Steph & Co
Wisconsin
$235K +$64K +4,358 +45%
PCM
294
Prelude Capital Management
New York
$233K -$72K -4,900 -26%
RWM
295
Ritholtz Wealth Management
New York
$233K +$204K +13,881 New
PG
296
Pendal Group
Australia
$223K +$196K +13,323 New
BOH
297
Bank of Hawaii
Hawaii
$222K -$7.79K -530 -4%
CL
298
CSS LLC
Illinois
$222K – – –
IFWM
299
Institute for Wealth Management
Colorado
$219K +$192K +13,060 New
HBT
300
Hills Bank & Trust
Iowa
$217K -$734 -50 -0.4%
10 11
12
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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.