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Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
376
Brandywine Oak Private Wealth
Pennsylvania
$261K +$311K +9,367 New
PFSC
377
Peoples Financial Services Corp
Pennsylvania
$255K -$20.6K -620 -6%
IC
378
Inscription Capital
Texas
$255K +$303K +9,132 New
AF
379
Advisornet Financial
Minnesota
$253K +$40.6K +1,222 +16%
KFS
380
Kurt F. Somerville
$252K
KAM
381
Kassirer Asset Management
Ontario, Canada
$251K
CRC
382
Curi RMB Capital
Illinois
$249K
AWA
383
Arete Wealth Advisors
Illinois
$247K +$293K +8,815 New
IA
384
IFG Advisory
Georgia
$235K -$57.1K -1,717 -17%
HWM
385
Holloway Wealth Management
Florida
$235K
P
386
&Partners
Tennessee
$234K +$278K +8,366 New
BAM
387
Blueshift Asset Management
New Jersey
$233K +$277K +8,332 New
LC
388
Lourd Capital
California
$232K +$2.56K +77 +0.9%
GIA
389
Guyasuta Investment Advisors
Pennsylvania
$230K
TPWA
390
TRUE Private Wealth Advisors
Oregon
$221K -$108K -3,237 -29%
ERIM
391
Eagle Ridge Investment Management
Connecticut
$218K
AP
392
Advisor Partners
California
$215K +$255K +7,677 New
Geode Capital Management
393
Geode Capital Management
Massachusetts
$213K -$395K -11,898 -61%
RCM
394
Riverhead Capital Management
Delaware
$211K -$231K -6,966 -49%
GT
395
Glenview Trust
Kentucky
$211K
MC
396
Moors & Cabot
Massachusetts
$209K -$446K -13,436 -65%
1WA
397
180 Wealth Advisors
Washington
$207K
TCM
398
Traynor Capital Management
Pennsylvania
$205K
FNT
399
First Nebraska Trust
Nebraska
$204K
S
400
SignatureFD
Georgia
$198K +$45.3K +1,363 +24%

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.