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Suncor Energy

494 hedge funds and large institutions have $20.8B invested in Suncor Energy in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 149 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

59% more call options, than puts

Call options by funds: $428M | Put options by funds: $270M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

14% more capital invested

Capital invested by funds: $18.2B → $20.8B (+$2.62B)

10% more funds holding

Funds holding: 449494 (+45)

0.09% more ownership

Funds ownership: 58.38%58.46% (+0.09%)

12% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 169

Holders
494
Holders Change
+45
Holders Change %
+10.02%
% of All Funds
7.6%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
98
Increased
149
Reduced
169
Closed
46
Calls
$428M
Puts
$270M
Net Calls
+$158M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
326
Van Den Berg Management I
Texas
$281K -$2.39K -98 -0.9%
CA
327
Crewe Advisors
Utah
$270K
LWAC
328
Laurel Wealth Advisors (California)
California
$270K +$262K +10,766 New
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$267K -$26.7K -1,097 -9%
HBT
330
Hills Bank & Trust
Iowa
$267K
AG
331
Algert Global
California
$267K +$260K +10,665 New
MML Investors Services
332
MML Investors Services
Massachusetts
$264K +$16.3K +671 +7%
BAM
333
Belpointe Asset Management
Nevada
$264K +$60.4K +2,481 +31%
IFWM
334
Institute for Wealth Management
Colorado
$263K -$6.97K -286 -3%
CGA
335
Crescent Grove Advisors
Illinois
$255K +$248K +10,200 New
CCP
336
Corient Capital Partners
California
$251K +$244K +10,014 New
SEI Investments
337
SEI Investments
Pennsylvania
$250K -$3.07K -126 -1%
FFC
338
First Financial Corp
Indiana
$250K +$2.02K +83 +0.8%
TIM
339
Timelo Investment Management
Ontario, Canada
$250K +$244K +10,000 New
IC
340
Inscription Capital
Texas
$249K -$22.2K -910 -8%
LFAS
341
Level Four Advisory Services
Texas
$247K +$240K +9,859 New
AP
342
Advisor Partners
California
$242K +$235K +9,649 New
DR
343
Davis Rea
Ontario, Canada
$240K +$233K +9,583 New
BRWA
344
B. Riley Wealth Advisors
Florida
$236K +$229K +9,421 New
GIA
345
Guyasuta Investment Advisors
Pennsylvania
$231K +$225K +9,228 New
WTC
346
WhitTier Trust Company
Nevada
$230K -$20.1K -825 -8%
KS
347
Karpas Strategies
Connecticut
$225K
RJT
348
Raymond James Trust
Florida
$224K -$247K -10,139 -53%
MPPW
349
Mitchell & Pahl Private Wealth
Oklahoma
$223K +$217K +8,892 New
GIA
350
Gladstone Institutional Advisory
Florida
$223K +$217K +8,913 New

SU Hedge Fund Activity: Q4 2021 in Review

494 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2021, worth a combined $20.8B — up 14% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SU positions and 46 closed out — a net gain of 52 holders — while 149 added to existing stakes and 169 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $130M. The largest seller was Wellington Management Group, cutting an estimated $207M.

  • 494 institutional investors held Suncor Energy (SU) as of Q4 2021, up from 449 in Q3 2021.
  • Funds reported $20.8B of Suncor Energy stock for Q4 2021, up 14% quarter-over-quarter.
  • 98 funds opened new Suncor Energy positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Suncor Energy buyer in Q4 2021 was Two Sigma Investments, an estimated $130M added.
  • The largest Suncor Energy seller in Q4 2021 was Wellington Management Group, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2021.