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Suncor Energy

591 hedge funds and large institutions have $26.2B invested in Suncor Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

4% more funds holding

Funds holding: 568591 (+23)

1.31% more ownership

Funds ownership: 61.44%62.75% (+1.3%)

10% more call options, than puts

Call options by funds: $432M | Put options by funds: $394M

5% less capital invested

Capital invested by funds: $27.6B → $26.2B (-$1.41B)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 235

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
80
Increased
186
Reduced
235
Closed
48
Calls
$432M
Puts
$394M
Net Calls
+$38.1M
Net Calls Change
-$490M
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
351
Royal Fund Management
Florida
$430K +$439K +13,432 New
WIA
352
World Investment Advisors
California
$430K +$438K +13,428 New
GAAM
353
Guinness Atkinson Asset Management
California
$428K +$22K +675 +5%
BT
354
Brandywine Trust
Delaware
$417K
UM
355
UniSuper Management
Australia
$412K
WA
356
Wealth Alliance
New York
$411K -$14.3K -439 -3%
CAM
357
Claret Asset Management
Quebec, Canada
$410K +$3.92K +120 +0.9%
DADC
358
D.A. Davidson & Co
Montana
$409K -$13.1K -400 -3%
9WM
359
9258 Wealth Management
Ohio
$407K
KAS
360
Kestra Advisory Services
Texas
$403K +$79.3K +2,428 +24%
FFC
361
First Financial Corp
Indiana
$398K +$12.8K +393 +3%
LG
362
Leuthold Group
Minnesota
$391K -$3.07K -94 -0.8%
IA
363
Inspire Advisors
Idaho
$385K +$64.7K +1,983 +20%
GIBU
364
Gulf International Bank (UK)
United Kingdom
$381K -$77.4K -2,370 -17%
XT
365
XTX Topco
Cayman Islands
$379K +$386K +11,834 New
MOS
366
MGO One Seven
Ohio
$376K -$392 -12 -0.1%
SCA
367
Snowden Capital Advisors
New York
$373K -$36.9K -1,130 -9%
IFWM
368
Institute for Wealth Management
Colorado
$373K -$11K -337 -3%
BHPW
369
Beverly Hills Private Wealth
California
$371K +$378K +11,586 New
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$367K
GIA
371
Gateway Investment Advisers
Ohio
$363K -$8.66M -265,182 -96%
QCM
372
Quantinno Capital Management
New York
$362K +$89.1K +2,729 +32%
CIC
373
Chase Investment Counsel
Virginia
$360K -$751 -23 -0.2%
CGL
374
Clarius Group LLC
Washington
$360K +$141K +4,307 +62%
CAM
375
Cresset Asset Management
Illinois
$351K -$74.2K -2,272 -17%