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Suncor Energy

421 hedge funds and large institutions have $11.6B invested in Suncor Energy in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 187 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $64.8M

3.42% less ownership

Funds ownership: 65.87%62.45% (-3.4%)

7% less funds holding

Funds holding: 452421 (-31)

31% less capital invested

Capital invested by funds: $16.9B → $11.6B (-$5.28B)

41% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 187

47% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 62

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
421
Holders Change
-31
Holders Change %
-6.86%
% of All Funds
8.49%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
33
Increased
111
Reduced
187
Closed
62
Calls
$81.2M
Puts
$64.8M
Net Calls
+$16.5M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
301
WhitTier Trust Company
Nevada
$122K
SC
302
Steph & Co
Wisconsin
$118K
EW
303
Evoke Wealth
California
$111K -$1.36K -87 -0.9%
NIM
304
NuWave Investment Management
New Jersey
$111K +$142K +9,057 New
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$95K -$19.3K -1,232 -14%
TPCW
306
TD Private Client Wealth
New York
$91.5K -$5.46K -349 -4%
BDS
307
Banco de Sabadell
Florida
$76K
JWA
308
JFS Wealth Advisors
Pennsylvania
$73K
Bessemer Group
309
Bessemer Group
New Jersey
$72K -$938K -59,935 -91%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$72K -$19.5K -1,248 -18%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$68K
CG
312
Cutler Group
California
$67K -$14.1K -900 -14%
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K -$21.8K -1,395 -20%
PMFA
314
Plante Moran Financial Advisors
Michigan
$66K
S
315
SignatureFD
Georgia
$65K -$40.5K -2,586 -33%
HNB
316
Huntington National Bank
Ohio
$65K +$2.35K +150 +3%
FHA
317
First Horizon Advisors
Tennessee
$57K -$1.03K -66 -1%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$52K -$18.8K -1,200 -22%
AIC
319
Archer Investment Corporation
Indiana
$50.4K +$391 +25 +0.6%
PCTC
320
Perkins Coie Trust Company
Washington
$48K -$63.4K -4,050 -51%
ASN
321
Advisory Services Network
Georgia
$47K +$60.5K +3,861 New
QCG
322
Quadrant Capital Group
Ohio
$45K -$16.2K -1,034 -22%
First Manhattan
323
First Manhattan
New York
$41K
VFA
324
Valeo Financial Advisors
Indiana
$39K +$2.29K +146 +5%
CFB
325
Cullen/Frost Bankers
Texas
$36K

SU Hedge Fund Activity: Q3 2020 in Review

421 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2020, worth a combined $11.6B — down 31% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of SU and 33 opened new positions — a net loss of 29 holders — while 187 trimmed existing stakes and 111 added.

The largest buyer was Dodge & Cox, adding an estimated $153M. The largest seller was Capital International Investors, cutting an estimated $277M.

  • 421 institutional investors held Suncor Energy (SU) as of Q3 2020, down from 452 in Q2 2020.
  • Funds reported $11.6B of Suncor Energy stock for Q3 2020, down 31% quarter-over-quarter.
  • 33 funds opened new Suncor Energy positions in Q3 2020 and 62 closed out, a net change of -29 holders.
  • The largest Suncor Energy buyer in Q3 2020 was Dodge & Cox, an estimated $153M added.
  • The largest Suncor Energy seller in Q3 2020 was Capital International Investors, an estimated $277M sold.

Based on aggregated 13F filings for Q3 2020.