Suncor Energy
468 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 161 reducing their positions, and 38 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 161
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
4% more capital invested
Capital invested by funds: $28.6B → $29.7B (+$1.11B)
0.89% less ownership
Funds ownership: 64.98% → 64.1% (-0.89%)
1% less funds holding
Funds holding: 473 → 468 (-5)
3% less funds holding in top 10
Funds holding in top 10: 32 → 31 (-1)
39% less call options, than puts
Call options by funds: $120M | Put options by funds: $198M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$438M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$221M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$196M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$182M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$549M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$212M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$200M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$85.5M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$70.9M |
SU Hedge Fund Activity: Q2 2016 in Review
468 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2016, worth a combined $29.7B — up 3.9% from $28.6B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SU positions and 38 closed out — a net gain of 4 holders — while 184 added to existing stakes and 161 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $438M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $549M sold.
- 468 institutional investors held Suncor Energy (SU) as of Q2 2016, down from 473 in Q1 2016.
- Funds reported $29.7B of Suncor Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
- 42 funds opened new Suncor Energy positions in Q2 2016 and 38 closed out, a net change of +4 holders.
- The largest Suncor Energy buyer in Q2 2016 was Wellington Management Group, an estimated $438M added.
- The largest Suncor Energy seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $549M sold.
Based on aggregated 13F filings for Q2 2016.