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Suncor Energy

539 hedge funds and large institutions have $26.5B invested in Suncor Energy in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 178 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more funds holding in top 10

Funds holding in top 10: 1329 (+16)

102% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 51

55% more call options, than puts

Call options by funds: $596M | Put options by funds: $384M

28% more capital invested

Capital invested by funds: $20.8B → $26.5B (+$5.74B)

9% more funds holding

Funds holding: 494539 (+45)

2% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 174

1.76% less ownership

Funds ownership: 58.46%56.7% (-1.8%)

Holders
539
Holders Change
+45
Holders Change %
+9.11%
% of All Funds
8.5%
Holding in Top 10
29
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+123.08%
% of All Funds
0.46%
New
103
Increased
178
Reduced
174
Closed
51
Calls
$596M
Puts
$384M
Net Calls
+$213M
Net Calls Change
+$54.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
326
Lingohr Asset Management
Germany
$505K +$460K +15,500 New
9WM
327
9258 Wealth Management
Ohio
$496K +$40.4K +1,361 +10%
ALAM
328
Asahi Life Asset Management
Japan
$493K +$48.7K +1,640 +12%
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$491K +$48.1K +1,621 +12%
Allspring Global Investments
330
Allspring Global Investments
North Carolina
$491K +$103K +3,456 +30%
ACA
331
Atlas Capital Advisors
Wyoming
$487K +$80.4K +2,708 +22%
Squarepoint
332
Squarepoint
New York
$487K +$1.34K +45 +0.3%
S
333
SignatureFD
Georgia
$486K +$52K +1,751 +13%
FTDI
334
First Trust Direct Indexing
Massachusetts
$478K -$12.7K -429 -3%
WF
335
Welch & Forbes
Massachusetts
$475K -$122K -4,105 -22%
HNB
336
Huntington National Bank
Ohio
$459K +$17.9K +602 +4%
VPIM
337
Vanguard Personalized Indexing Management
California
$452K +$154K +5,181 +60%
JIC
338
Joel Isaacson & Co
New York
$452K +$392K +13,200 New
ADL
339
Asset Dedication LLC
California
$451K
VDBMI
340
Van Den Berg Management I
Texas
$450K +$77.4K +2,609 +23%
CGA
341
Crescent Grove Advisors
Illinois
$449K +$106K +3,565 +35%
BRWA
342
B. Riley Wealth Advisors
Florida
$436K +$117K +3,940 +42%
ASN
343
Advisory Services Network
Georgia
$417K -$6.56K -221 -2%
BTWM
344
Baker Tilly Wealth Management
Wisconsin
$412K +$375K +12,631 New
RJT
345
Raymond James Trust
Florida
$409K +$107K +3,610 +40%
SI
346
Stephens Inc
Arkansas
$401K -$109K -3,657 -23%
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$393K +$41K +1,382 +13%
SC
348
Sawyer & Company
Massachusetts
$388K -$29.7K -1,000 -8%
SEI Investments
349
SEI Investments
Pennsylvania
$380K +$59.8K +2,015 +21%
SIG
350
Stonegate Investment Group
Alabama
$379K -$8.96K -302 -3%

SU Hedge Fund Activity: Q1 2022 in Review

539 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2022, worth a combined $26.5B — up 28% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SU positions and 51 closed out — a net gain of 52 holders — while 178 added to existing stakes and 174 trimmed.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $297M. The largest seller was Dodge & Cox, cutting an estimated $384M.

  • 539 institutional investors held Suncor Energy (SU) as of Q1 2022, up from 494 in Q4 2021.
  • Funds reported $26.5B of Suncor Energy stock for Q1 2022, up 28% quarter-over-quarter.
  • 103 funds opened new Suncor Energy positions in Q1 2022 and 51 closed out, a net change of +52 holders.
  • The largest Suncor Energy buyer in Q1 2022 was Elliott Investment Management, an estimated $297M added.
  • The largest Suncor Energy seller in Q1 2022 was Dodge & Cox, an estimated $384M sold.

Based on aggregated 13F filings for Q1 2022.