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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
301
Winslow Evans & Crocker
Massachusetts
$886K
LOAME
302
Lombard Odier Asset Management (Europe)
United Kingdom
$882K
Commonwealth Equity Services
303
Commonwealth Equity Services
Massachusetts
$865K -$180K -5,168 -18%
BWP
304
Baldwin Wealth Partners
Massachusetts
$861K
BIM
305
Bridges Investment Management
Nebraska
$861K
AG
306
Advisor Group
Arizona
$851K +$73.2K +2,107 +10%
NRS
307
Neville Rodie & Shaw
New York
$846K -$48.6K -1,400 -6%
RJT
308
Raymond James Trust
Florida
$830K -$15.8K -456 -2%
CCM
309
Catawba Capital Management
Virginia
$825K -$12.5K -360 -2%
CI
310
Cigna Investments
Connecticut
$822K -$61.9K -1,781 -7%
MC
311
Moors & Cabot
Massachusetts
$816K -$48.6K -1,400 -6%
LM
312
Lincluden Management
Ontario, Canada
$805K -$2.43M -69,815 -77%
KWA
313
KCS Wealth Advisory
California
$775K +$733K +21,111 New
IRC
314
Investors Research Corp
Georgia
$765K +$723K +20,825 New
HA
315
Halsey Associates
Connecticut
$743K +$6.95K +200 +1%
QC
316
Quadrature Capital
United Kingdom
$742K +$702K +20,200 New
CIS
317
Capital International Sarl
California
$738K +$129K +3,700 +23%
RHBC
318
R.H. Bluestein & Co
Michigan
$734K
FFC
319
First Financial Corp
Indiana
$723K +$202K +5,820 +42%
VanEck Associates
320
VanEck Associates
New York
$705K -$22.6K -651 -3%
Creative Planning
321
Creative Planning
Kansas
$700K +$3.02K +87 +0.5%
FT
322
Fiduciary Trust
Massachusetts
$693K -$14.2K -408 -2%
DR
323
Davis Rea
Ontario, Canada
$688K +$24.5K +706 +4%
LRIC
324
Long Road Investment Counsel
Michigan
$682K
VWM
325
Venturi Wealth Management
Texas
$661K +$34.7K +1,000 +6%

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.