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Suncor Energy

493 hedge funds and large institutions have $34.4B invested in Suncor Energy in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $99M | Put options by funds: $68.6M

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

0.09% less ownership

Funds ownership: 66.84%66.75% (-0.09%)

0% less funds holding

Funds holding: 494493 (-1)

6% less capital invested

Capital invested by funds: $36.5B → $34.4B (-$2.12B)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

19% less funds holding in top 10

Funds holding in top 10: 3730 (-7)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
12.27%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.75%
New
56
Increased
160
Reduced
190
Closed
50
Calls
$99M
Puts
$68.6M
Net Calls
+$30.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
376
First Allied Advisory Services
California
$218K +$223K +7,081 New
AP
377
AHL Partners
United Kingdom
$215K +$219K +6,961 New
GC
378
Gratus Capital
Georgia
$214K -$25.2K -800 -10%
LWAC
379
Laurel Wealth Advisors (California)
California
$214K -$6.99K -222 -3%
TCM
380
Traynor Capital Management
Pennsylvania
$210K +$211K +6,697 New
WDA
381
Wendell David Associates
New Hampshire
$207K -$63K -2,000 -23%
IA
382
IFP Advisors
Florida
$206K -$63 -2 -0%
FANJ
383
Financial Architects (New Jersey)
New Jersey
$206K +$105K +3,327 +98%
CCA
384
Checchi Capital Advisers
California
$204K
HBT
385
Hills Bank & Trust
Iowa
$202K -$23.6K -750 -10%
HWM
386
Holloway Wealth Management
Florida
$197K
JWA
387
JFS Wealth Advisors
Pennsylvania
$196K
ACM
388
Armbruster Capital Management
New York
$191K -$12.6K -400 -6%
EWM
389
Evercore Wealth Management
New York
$191K
ASN
390
Advisory Services Network
Georgia
$191K +$196K +6,225 New
MRCM
391
M&R Capital Management
New Jersey
$181K -$6.3K -200 -2%
CGT
392
Capital Guardian Trust
California
$171K
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$170K
RWA
394
Ropes Wealth Advisors
Massachusetts
$168K -$7.87K -250 -4%
TCOV
395
Trust Company of Vermont
Vermont
$165K -$69.5K -2,207 -29%
NIT
396
NumerixS Investment Technologies
British Columbia, Canada
$157K -$668K -21,200 -81%
IIC
397
Integrated Investment Consultants
Michigan
$156K +$160K +5,077 New
FHA
398
First Horizon Advisors
Tennessee
$146K
WAM
399
Wealthspire Advisors (Maryland)
Maryland
$130K +$7.5K +238 +6%
YWP
400
YorkBridge Wealth Partners
New York
$128K +$1.32K +42 +1%

SU Hedge Fund Activity: Q1 2017 in Review

493 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2017, worth a combined $34.4B — down 5.8% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SU positions and 50 closed out — a net gain of 6 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was BlackRock, adding an estimated $742M. The largest seller was Capital Research Global Investors, cutting an estimated $493M.

  • 493 institutional investors held Suncor Energy (SU) as of Q1 2017, down from 494 in Q4 2016.
  • Funds reported $34.4B of Suncor Energy stock for Q1 2017, down 5.8% quarter-over-quarter.
  • 56 funds opened new Suncor Energy positions in Q1 2017 and 50 closed out, a net change of +6 holders.
  • The largest Suncor Energy buyer in Q1 2017 was BlackRock, an estimated $742M added.
  • The largest Suncor Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $493M sold.

Based on aggregated 13F filings for Q1 2017.