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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
376
Kassirer Asset Management
Ontario, Canada
$329K
RCM
377
Riverhead Capital Management
Delaware
$316K -$24.3K -700 -8%
AF
378
Advisornet Financial
Minnesota
$315K +$298K +8,578 New
GT
379
Glenview Trust
Kentucky
$313K
MIS
380
Morningstar Investment Services
Illinois
$313K +$32.2K +928 +12%
OAM
381
Oxford Asset Management
United Kingdom
$311K +$294K +8,475 New
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K -$15.6K -450 -5%
GIA
383
Guyasuta Investment Advisors
Pennsylvania
$302K
OWD
384
Osborn Williams & Donohoe
Ohio
$299K +$283K +8,150 New
JCM
385
Jacobi Capital Management
Pennsylvania
$298K
CCT
386
Chemung Canal Trust
New York
$297K
ASN
387
Advisory Services Network
Georgia
$294K -$50.6K -1,456 -15%
JWBC
388
John W. Bristol & Co
New York
$294K
N
389
Natixis
France
$294K +$83.7K +2,411 +32%
GAM
390
Gotham Asset Management
New York
$294K +$278K +8,008 New
RCAG
391
Rehmann Capital Advisory Group
Michigan
$293K -$7.33K -211 -3%
HC
392
Henshaw Capital
Massachusetts
$288K +$1.63K +47 +0.6%
RC
393
RegentAtlantic Capital
New Jersey
$287K +$20.2K +582 +8%
SC
394
SouthState Corp
Florida
$286K -$56.9K -1,637 -17%
SG Americas Securities
395
SG Americas Securities
New York
$286K +$271K +7,801 New
VFA
396
Voya Financial Advisors
Connecticut
$279K +$1.7K +49 +0.6%
WAM
397
Wealthspire Advisors (Maryland)
Maryland
$278K +$25.4K +732 +11%
OC
398
Oppenheimer & Co
New York
$277K +$261K +7,526 New
CBU
399
CIBC Bank USA
Illinois
$271K
RG
400
Rathbones Group
United Kingdom
$269K +$253K +7,296 New

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.