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Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$472K +$19.5K +588 +4%
GIM
327
Greylin Investment Management
Virginia
$459K -$86.4K -2,600 -14%
EAM
328
Erste Asset Management
Austria
$456K +$550K +16,550 New
PAG
329
Private Advisor Group
New Jersey
$453K +$138K +4,163 +35%
KeyBank National Association
330
KeyBank National Association
Ohio
$443K +$7.21K +217 +1%
TC
331
Telemus Capital
Michigan
$439K -$26.4K -794 -5%
BCM
332
BlueCrest Capital Management
Jersey
$438K -$1.97M -59,428 -79%
FA
333
FDx Advisors
Illinois
$420K -$210K -6,327 -30%
QSS
334
Quantitative Systematic Strategies
Florida
$416K -$1.98M -59,652 -80%
AB
335
AT Bancorp
Iowa
$416K +$494K +14,874 New
Capital Fund Management (CFM)
336
Capital Fund Management (CFM)
France
$414K +$91.7K +2,760 +23%
Baird Financial Group
337
Baird Financial Group
Wisconsin
$413K -$99.1K -2,981 -17%
FANJ
338
Financial Architects (New Jersey)
New Jersey
$407K
NA
339
Neuburgh Advisers
California
$406K -$10.3M -310,522 -96%
H
340
Hexavest
Quebec, Canada
$402K -$3.82M -115,043 -89%
CL
341
CSS LLC
Illinois
$398K -$106K -3,200 -18%
BAS
342
Brown Advisory Securities
Maryland
$397K -$1.08M -32,624 -70%
BOC
343
Barbara Oil Co
Illinois
$392K
UCFA
344
United Capital Financial Advisors
Texas
$374K +$76.5K +2,302 +21%
DR
345
Davis Rea
Ontario, Canada
$373K -$26.6K -800 -6%
RTC
346
Riverview Trust Company
Washington
$371K +$440K +13,255 New
HC
347
Henshaw Capital
Massachusetts
$355K +$82.7K +2,489 +24%
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$351K
ACM
349
Ativo Capital Management
Illinois
$336K +$400K +12,026 New
GT
350
Greenleaf Trust
Michigan
$335K

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.