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Suncor Energy

466 hedge funds and large institutions have $25.3B invested in Suncor Energy in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2.4% more ownership

Funds ownership: 63.48%65.88% (+2.4%)

1% more capital invested

Capital invested by funds: $25.1B → $25.3B (+$292M)

4% less funds holding

Funds holding: 485466 (-19)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

14% less call options, than puts

Call options by funds: $127M | Put options by funds: $149M

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
466
Holders Change
-19
Holders Change %
-3.92%
% of All Funds
13.01%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.78%
New
32
Increased
155
Reduced
181
Closed
49
Calls
$127M
Puts
$149M
Net Calls
-$21.4M
Net Calls Change
+$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
326
Wendell David Associates
New Hampshire
$371K
Truist Financial
327
Truist Financial
North Carolina
$367K -$221K -8,219 -37%
CA
328
Cambridge Advisors
Nebraska
$355K +$26.8K +1,000 +8%
AUB
329
Atlantic Union Bankshares
Virginia
$354K +$356K +13,264 New
Fayez Sarofim & Co
330
Fayez Sarofim & Co
Texas
$351K -$20.7K -770 -6%
CI
331
Capital International
California
$346K
PWLP
332
Prio Wealth Limited Partnership
Massachusetts
$343K
FBC
333
Fairfield, Bush & Co
Connecticut
$341K -$94.9K -3,536 -22%
Macquarie Group
334
Macquarie Group
Australia
$338K +$20.5K +765 +6%
Creative Planning
335
Creative Planning
Kansas
$328K -$14.1K -526 -4%
DY
336
Dowling & Yahnke
California
$326K -$29K -1,080 -8%
KS
337
Karpas Strategies
Connecticut
$326K
V
338
Veritable
Delaware
$323K -$37.8K -1,408 -10%
CA
339
Cullinan Associates
Kentucky
$321K -$757K -28,200 -70%
PJSIMP
340
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K -$41.4K -1,542 -11%
GT
341
Glenmede Trust
Pennsylvania
$318K +$4.24K +158 +1%
FAAS
342
First Allied Advisory Services
California
$317K -$37K -1,380 -10%
RG
343
Rathbones Group
United Kingdom
$315K
OC
344
Oppenheimer & Co
New York
$289K -$86.3K -3,215 -23%
LOAMS
345
Lombard Odier Asset Management (Switzerland)
Switzerland
$285K -$453K -16,891 -61%
ISL
346
Ingalls & Snyder LLC
New York
$285K -$92.3K -3,442 -24%
FB
347
Fulton Bank
Pennsylvania
$285K +$11.7K +437 +4%
RFC
348
Regions Financial Corp
Alabama
$275K -$104K -3,876 -27%
KPCM
349
Kings Point Capital Management
New York
$274K
ACM
350
Apex Capital Management
Ohio
$258K

SU Hedge Fund Activity: Q3 2015 in Review

466 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2015, worth a combined $25.3B — up 1.2% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 32 opened new positions — a net loss of 17 holders — while 181 trimmed existing stakes and 155 added.

The largest buyer was Capital Research Global Investors, adding an estimated $255M. The largest seller was William Blair & Company, cutting an estimated $272M.

  • 466 institutional investors held Suncor Energy (SU) as of Q3 2015, down from 485 in Q2 2015.
  • Funds reported $25.3B of Suncor Energy stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 32 funds opened new Suncor Energy positions in Q3 2015 and 49 closed out, a net change of -17 holders.
  • The largest Suncor Energy buyer in Q3 2015 was Capital Research Global Investors, an estimated $255M added.
  • The largest Suncor Energy seller in Q3 2015 was William Blair & Company, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2015.