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Suncor Energy
SU

449 hedge funds and large institutions have $15.9B invested in Suncor Energy in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $11.6B → $15.9B (+$4.3B)

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

7% more funds holding

Funds holding: 421 → 449 (+28)

0.82% less ownership

Funds ownership: 62.45% → 61.63% (-0.82%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 177

Holders
449
Holders Change
+28
Holders Change %
+6.65%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
77
Increased
124
Reduced
177
Closed
44
Calls
$151M
Puts
$112M
Net Calls
+$39M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$386M
2
Artisan Partners
Artisan Partners
Wisconsin
+$84.3M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
+$81M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.4M
5
AAMU
Amundi Asset Management US
Massachusetts
+$53.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
2
Dodge & Cox
Dodge & Cox
California
-$84.8M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$78.6M
4
Invesco
Invesco
Georgia
-$74.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
326
TD Private Client Wealth
New York
$95K -$26.7K -1,817 -24%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$93K – – –
PMFA
328
Plante Moran Financial Advisors
Michigan
$91K – – –
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$90K -$7.77K -529 -9%
HNB
330
Huntington National Bank
Ohio
$85K -$3.67K -250 -5%
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K -$6.02K -410 -8%
PWPS
332
Pinnacle Wealth Planning Services
Ohio
$83K +$72.2K +4,917 New
ASN
333
Advisory Services Network
Georgia
$79K +$12.8K +868 +22%
TC
334
Tacita Capital
Ontario, Canada
$75K +$66K +4,492 New
AIC
335
Archer Investment Corporation
Indiana
$69.2K – – –
CCC
336
Crescent Capital Consulting
Louisiana
$67K +$58.8K +4,000 New
FHA
337
First Horizon Advisors
Tennessee
$66K -$11K -746 -16%
TRCT
338
Tower Research Capital (TRC)
New York
$58K +$14.3K +974 +39%
CG
339
Cutler Group
California
$57K -$31.2K -2,127 -38%
QCG
340
Quadrant Capital Group
Ohio
$55K -$6.01K -409 -11%
DAC
341
Dividend Assets Capital
South Carolina
$53K +$46.2K +3,146 New
CFB
342
Cullen/Frost Bankers
Texas
$49K – – –
FBT
343
First Bank & Trust
South Dakota
$48K +$3.82K +260 +10%
AF
344
Advisornet Financial
Minnesota
$46K – – –
SFS
345
Sowell Financial Services
Arkansas
$44K -$455 -31 -1%
VFA
346
Valeo Financial Advisors
Indiana
$43K -$9.8K -667 -21%
CB
347
Community Bank
New York
$42K – – –
PCTC
348
Perkins Coie Trust Company
Washington
$39K -$23.9K -1,625 -41%
FCB
349
First Command Bank
Texas
$39K +$5.88K +400 +21%
FCFS
350
First Command Financial Services
Texas
$39K +$5.88K +400 +21%
12 13
14
15 16

SU Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2020, worth a combined $15.9B — up 37% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SU positions and 44 closed out — a net gain of 33 holders — while 124 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $302M.

  • 449 institutional investors held Suncor Energy (SU) as of Q4 2020, up from 421 in Q3 2020.
  • Funds reported $15.9B of Suncor Energy stock for Q4 2020, up 37% quarter-over-quarter.
  • 77 funds opened new Suncor Energy positions in Q4 2020 and 44 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q4 2020 was Fidelity Investments, an estimated $386M added.
  • The largest Suncor Energy seller in Q4 2020 was Massachusetts Financial Services, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.