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Suncor Energy
SU

596 hedge funds and large institutions have $32.4B invested in Suncor Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 222 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $527M | Put options by funds: $403M

23% more capital invested

Capital invested by funds: $26.2B → $32.4B (+$6.16B)

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

4.91% more ownership

Funds ownership: 62.75% → 67.66% (+4.9%)

1% more funds holding

Funds holding: 591 → 596 (+5)

8% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 222

Holders
596
Holders Change
+5
Holders Change %
+0.85%
% of All Funds
8.59%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
66
Increased
205
Reduced
222
Closed
55
Calls
$527M
Puts
$403M
Net Calls
+$124M
Net Calls Change
+$86.1M

Top Buyers

1
EIM
Elliott Investment Management
Florida
+$1.44B
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$349M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$260M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M
5
Artisan Partners
Artisan Partners
Wisconsin
+$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$312M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$158M
3
ClearBridge Investments
ClearBridge Investments
New York
-$146M
4
Dodge & Cox
Dodge & Cox
California
-$128M
5
Fidelity International
Fidelity International
Bermuda
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
301
Verdence Capital Advisors
Maryland
$795K +$17.2K +510 +2%
M&T Bank
302
M&T Bank
New York
$794K -$62.6K -1,860 -8%
GP
303
Greenline Partners
New York
$783K – – –
FIM
304
Freedom Investment Management
Connecticut
$775K -$49.4K -1,469 -7%
RFM
305
Royal Fund Management
Florida
$765K +$246K +7,300 +54%
DC
306
Davenport & Co
Virginia
$752K -$14.3K -424 -2%
KPWS
307
Kestra Private Wealth Services
Texas
$751K -$160K -4,757 -19%
Victory Capital Management
308
Victory Capital Management
Texas
$750K – – –
BC
309
Burney Company
Virginia
$748K -$61.2K -1,819 -8%
DTL
310
Dynamic Technology Lab
Singapore
$740K +$674K +20,046 New
CC
311
Courier Capital
New York
$739K -$7.57K -225 -1%
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$738K +$666K +19,793 New
DIM
313
Delta Investment Management
California
$738K -$2.93K -87 -0.4%
PAS
314
Park Avenue Securities
New York
$731K -$949K -28,206 -59%
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$719K +$24.8K +738 +4%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$716K -$283K -8,413 -30%
ECM
317
Evergreen Capital Management
Washington
$716K -$1.96M -58,312 -75%
KLC
318
Knowledge Leaders Capital
Colorado
$714K -$16.8K -499 -3%
TPCW
319
TD Private Client Wealth
New York
$710K +$166K +4,939 +35%
HFS
320
Hantz Financial Services
Michigan
$701K +$638K +18,968 +79,033%
YIH
321
Y-Intercept (HK)
Hong Kong
$700K +$638K +18,970 New
FAM
322
Formidable Asset Management
Ohio
$696K +$128K +3,810 +25%
MML Investors Services
323
MML Investors Services
Massachusetts
$684K -$1.59M -47,213 -72%
BL
324
Balentine LLC
Georgia
$680K +$121K +3,583 +24%
IRC
325
Investors Research Corp
Georgia
$655K -$7.57K -225 -1%
11 12
13
14 15

SU Hedge Fund Activity: Q1 2024 in Review

596 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2024, worth a combined $32.4B — up 23% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SU positions and 55 closed out — a net gain of 11 holders — while 205 added to existing stakes and 222 trimmed.

The largest buyer was Elliott Investment Management, adding an estimated $1.44B. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 596 institutional investors held Suncor Energy (SU) as of Q1 2024, up from 591 in Q4 2023.
  • Funds reported $32.4B of Suncor Energy stock for Q1 2024, up 23% quarter-over-quarter.
  • 66 funds opened new Suncor Energy positions in Q1 2024 and 55 closed out, a net change of +11 holders.
  • The largest Suncor Energy buyer in Q1 2024 was Elliott Investment Management, an estimated $1.44B added.
  • The largest Suncor Energy seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.