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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
326
Hartree Partners
New York
$624K +$579K +16,676 New
Capital Fund Management (CFM)
327
Capital Fund Management (CFM)
France
$617K +$583K +16,790 New
BG
328
Bahl & Gaynor
Ohio
$600K
Chevy Chase Trust
329
Chevy Chase Trust
Maryland
$587K -$13K -375 -2%
VCA
330
Verdence Capital Advisors
Maryland
$579K +$548K +15,772 New
KeyBank National Association
331
KeyBank National Association
Ohio
$578K +$1.53K +44 +0.3%
LNWWM
332
Laird Norton Wetherby Wealth Management
California
$575K +$6.36K +183 +1%
FCH
333
Freestone Capital Holdings
Washington
$569K +$18.9K +543 +4%
BF
334
BOK Financial
Oklahoma
$547K -$51.3K -1,476 -9%
Geode Capital Management
335
Geode Capital Management
Massachusetts
$536K
CL
336
CSS LLC
Illinois
$522K
PGFC
337
Peapack-Gladstone Financial Corp
New Jersey
$521K +$19.1K +549 +4%
BOC
338
Barbara Oil Co
Illinois
$514K
SF
339
Synovus Financial
Georgia
$508K +$75.6K +2,177 +19%
LOAMS
340
Lombard Odier Asset Management (Switzerland)
Switzerland
$489K
PAG
341
Private Advisor Group
New Jersey
$486K -$86.2K -2,481 -16%
SB
342
Suntrust Banks
Georgia
$484K +$20.7K +597 +5%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$476K +$225K +6,471 +100%
PWLP
344
Prio Wealth Limited Partnership
Massachusetts
$460K
BIC
345
Bridges Investment Counsel
Nebraska
$459K
IP
346
Intellectus Partners
California
$455K
KJHP
347
K.J. Harrison & Partners
Ontario, Canada
$453K -$16.6K -477 -4%
UCFA
348
United Capital Financial Advisors
Texas
$449K +$21.6K +622 +5%
BC
349
Burleson & Co
California
$441K +$417K +11,997 New
GT
350
Greenleaf Trust
Michigan
$440K -$2.74K -79 -0.7%

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.