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Suncor Energy

495 hedge funds and large institutions have $32.1B invested in Suncor Energy in 2017 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 203 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

0% more funds holding

Funds holding: 493495 (+2)

1.37% less ownership

Funds ownership: 66.75%65.38% (-1.4%)

7% less capital invested

Capital invested by funds: $34.4B → $32.1B (-$2.3B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

26% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 203

60% less call options, than puts

Call options by funds: $72.4M | Put options by funds: $182M

Holders
495
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
12.34%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.65%
New
51
Increased
150
Reduced
203
Closed
46
Calls
$72.4M
Puts
$182M
Net Calls
-$109M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
376
First Nebraska Trust
Nebraska
$213K +$224K +7,300 New
Truist Financial
377
Truist Financial
North Carolina
$213K -$14.4K -468 -6%
MML Investors Services
378
MML Investors Services
Massachusetts
$212K +$223K +7,264 New
FAAS
379
First Allied Advisory Services
California
$205K -$1.69K -55 -0.8%
JCM
380
Jacobi Capital Management
Pennsylvania
$205K
Verition Fund Management
381
Verition Fund Management
Connecticut
$203K -$248K -8,058 -54%
LWAC
382
Laurel Wealth Advisors (California)
California
$203K -$492 -16 -0.2%
GC
383
Gratus Capital
Georgia
$203K
RCAG
384
Rehmann Capital Advisory Group
Michigan
$202K -$15.8K -515 -7%
BC
385
Banced Corp
Illinois
$200K -$11.5K -374 -5%
FANJ
386
Financial Architects (New Jersey)
New Jersey
$199K +$2.86K +93 +1%
EWM
387
Evercore Wealth Management
New York
$195K +$14.6K +475 +8%
ASN
388
Advisory Services Network
Georgia
$189K +$7.53K +245 +4%
HWM
389
Holloway Wealth Management
Florida
$187K
WAM
390
Wealthspire Advisors (Maryland)
Maryland
$186K +$65.7K +2,138 +51%
ACM
391
Armbruster Capital Management
New York
$181K
IA
392
IFP Advisors
Florida
$176K -$20.5K -668 -10%
JWA
393
JFS Wealth Advisors
Pennsylvania
$175K
WTC
394
WhitTier Trust Company
Nevada
$167K +$154K +5,000 +680%
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$162K
RWA
396
Ropes Wealth Advisors
Massachusetts
$150K -$9.78K -318 -6%
TCOV
397
Trust Company of Vermont
Vermont
$149K -$8.18K -266 -5%
MRCM
398
M&R Capital Management
New Jersey
$148K -$205K -6,680 -59%
IIC
399
Integrated Investment Consultants
Michigan
$148K
IUHSA
400
Itau Unibanco Holding S.A.
Brazil
$147K +$154K +5,023 New

SU Hedge Fund Activity: Q2 2017 in Review

495 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2017, worth a combined $32.1B — down 6.7% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SU positions and 46 closed out — a net gain of 5 holders — while 150 added to existing stakes and 203 trimmed.

The largest buyer was QV Investors, opening a new position worth an estimated $220M. The largest seller was Capital Research Global Investors, cutting an estimated $664M.

  • 495 institutional investors held Suncor Energy (SU) as of Q2 2017, up from 493 in Q1 2017.
  • Funds reported $32.1B of Suncor Energy stock for Q2 2017, down 6.7% quarter-over-quarter.
  • 51 funds opened new Suncor Energy positions in Q2 2017 and 46 closed out, a net change of +5 holders.
  • The largest Suncor Energy buyer in Q2 2017 was QV Investors, an estimated $220M added.
  • The largest Suncor Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $664M sold.

Based on aggregated 13F filings for Q2 2017.