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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
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$212K +$186K +12,661 New
CM
302
CoreCommodity Management
Connecticut
$211K -$270K -18,400 -59%
WEC
303
Winslow Evans & Crocker
Massachusetts
$210K – – –
VVP
304
Venture Visionary Partners
Ohio
$206K +$33K +2,249 +22%
WT
305
Washington Trust
Rhode Island
$201K -$23.5K -1,600 -12%
FIM
306
Freedom Investment Management
Connecticut
$199K +$174K +11,850 New
SLAM
307
Swiss Life Asset Management
$191K +$168K +11,411 New
AC
308
Annandale Capital
Texas
$188K +$165K +11,200 New
CA
309
Crewe Advisors
Utah
$181K -$5.58K -380 -3%
LFAS
310
Level Four Advisory Services
Texas
$177K +$155K +10,561 New
IC
311
Inscription Capital
Texas
$174K -$39.3K -2,675 -21%
HF
312
HRT Financial
New York
$172K +$151K +10,291 New
DR
313
Davis Rea
Ontario, Canada
$170K +$1.9K +129 +1%
RHBC
314
R.H. Bluestein & Co
Michigan
$168K -$88.1K -5,995 -37%
WCM
315
Weld Capital Management
New York
$168K -$3.97K -270 -3%
TI
316
Telemetry Investments
New York
$168K +$147K +10,000 New
WTC
317
WhitTier Trust Company
Nevada
$165K -$2.2K -150 -1%
NIM
318
NuWave Investment Management
New Jersey
$161K +$7.93K +540 +6%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$158K +$23.9K +1,627 +21%
Walleye Trading
320
Walleye Trading
New York
$123K +$108K +7,332 New
S
321
SignatureFD
Georgia
$118K +$24.8K +1,691 +32%
EW
322
Evoke Wealth
California
$117K -$30.7K -2,089 -23%
BDS
323
Banco de Sabadell
Florida
$103K – – –
JWA
324
JFS Wealth Advisors
Pennsylvania
$101K – – –
Bessemer Group
325
Bessemer Group
New Jersey
$98K – – –
11 12
13
14 15

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.