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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
FCM
351
Flinton Capital Management
Pennsylvania
$334K -$8.5M -255,724 -96%
MML Investors Services
352
MML Investors Services
Massachusetts
$333K +$53.8K +1,620 +16%
CBT
353
Capital Bank & Trust
California
$332K -$5.38M -161,992 -93%
HBT
354
Hills Bank & Trust
Iowa
$331K -$3.72K -112 -0.9%
CB
355
Commerce Bank
Missouri
$325K -$38.2K -1,149 -9%
MAFM
356
Mid Atlantic Financial Management
Pennsylvania
$324K +$385K +11,583 New
KS
357
Karpas Strategies
Connecticut
$319K -$13.3K -400 -3%
RGC
358
Roberts, Glore & Co
Illinois
$314K
QCG
359
Quadrant Capital Group
Ohio
$313K +$266K +7,998 +222%
WTC
360
WhitTier Trust Company
Nevada
$312K +$137K +4,112 +58%
DY
361
Dowling & Yahnke
California
$309K
CM
362
CoreCommodity Management
Connecticut
$308K +$19.9K +600 +6%
FIM
363
Freedom Investment Management
Connecticut
$305K -$82.2K -2,474 -19%
CA
364
Crewe Advisors
Utah
$302K
Chevy Chase Trust
365
Chevy Chase Trust
Maryland
$300K -$36.8K -1,108 -9%
CC
366
Cipher Capital
New York
$299K +$356K +10,704 New
CG
367
Cutler Group
California
$291K -$347K -10,456 -50%
PIM
368
Platinum Investment Management
Australia
$289K
CMANY
369
Capital Management Associates (New York)
New York
$285K -$209K -6,300 -38%
BHC
370
Bowen Hanes & Co
Florida
$280K +$332K +10,000 New
MIS
371
Morningstar Investment Services
Illinois
$279K +$1.4K +42 +0.4%
BG
372
Bahl & Gaynor
Ohio
$277K -$201K -6,060 -38%
WI
373
WrapManager Inc
California
$270K +$321K +9,655 New
LOAMS
374
Lombard Odier Asset Management (Switzerland)
Switzerland
$263K
TAM
375
Tyers Asset Management
Texas
$262K -$6.68M -200,926 -96%

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.