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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
SPIA
351
Steward Partners Investment Advisory
New York
$39K +$8.95K +609 +36%
RE
352
RBC Europe
United Kingdom
$38.8K -$8.87K -604 -21%
First Manhattan
353
First Manhattan
New York
$37K -$16.7K -1,140 -34%
GRP
354
Global Retirement Partners
California
$35K -$7.45K -507 -20%
PA
355
Parallel Advisors
California
$35K +$25.1K +1,706 +447%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
LC
357
Lindbrook Capital
California
$27K +$4.32K +294 +23%
JCM
358
Jacobi Capital Management
Pennsylvania
$25K -$4.2K -286 -16%
IA
359
IFP Advisors
Florida
$25K +$3.38K +230 +19%
Jones Financial Companies
360
Jones Financial Companies
Missouri
$22K +$18.9K +1,290 New
TFIPS
361
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.8K +$19.1K +1,300 New
BBHC
362
Brown Brothers Harriman & Co
New York
$21K +$8.58K +584 +86%
ETC
363
Exchange Traded Concepts
Oklahoma
$20K -$2.81K -191 -14%
HCP
364
Hexagon Capital Partners
Arkansas
$20K – – –
PFSC
365
Peoples Financial Services Corp
Pennsylvania
$20K +$9.91K +675 +125%
MHR
366
Matthew Hamilton Rosenberg
$17K -$9.52K -648 -38%
GWM
367
Geneos Wealth Management
Colorado
$17K -$1.04K -71 -8%
LB
368
Legacy Bridge
Iowa
$16K – – –
BFEC
369
Benjamin F. Edwards & Company
Missouri
$14K – – –
JFA
370
JNBA Financial Advisors
Minnesota
$14K – – –
OC
371
Oakworth Capital
Alabama
$14K – – –
TH
372
TCTC Holdings
Texas
$14K – – –
MGIM
373
M&G Investment Management
United Kingdom
$13.9K +$959K +65,305 +8%
CFGS
374
Concourse Financial Group Securities
Alabama
$13K – – –
SIM
375
Sonora Investment Management
Arizona
$13K – – –
13 14
15
16 17

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.