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Suncor Energy
SU

421 hedge funds and large institutions have $11.6B invested in Suncor Energy in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 187 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $64.8M

3.42% less ownership

Funds ownership: 65.87% → 62.45% (-3.4%)

7% less funds holding

Funds holding: 452 → 421 (-31)

31% less capital invested

Capital invested by funds: $16.9B → $11.6B (-$5.28B)

41% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 187

47% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 62

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
421
Holders Change
-31
Holders Change %
-6.86%
% of All Funds
8.49%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
33
Increased
111
Reduced
187
Closed
62
Calls
$81.2M
Puts
$64.8M
Net Calls
+$16.5M
Net Calls Change
+$9.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$153M
2
Two Sigma Investments
Two Sigma Investments
New York
+$48.4M
3
LM
Lincluden Management
Ontario, Canada
+$35.1M
4
Millennium Management
Millennium Management
New York
+$26.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$23.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$277M
2
Invesco
Invesco
Georgia
-$175M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$96.4M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$91.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$87.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
376
American Portfolios Advisors
New York
$5.89K +$78 +5 +1%
PA
377
Parallel Advisors
California
$5K -$5.65K -361 -49%
BCM
378
Blume Capital Management
California
$5K – – –
CFFP
379
Center for Financial Planning
Michigan
$5K – – –
SIC
380
Salem Investment Counselors
North Carolina
$5K – – –
AF
381
Allworth Financial
California
$5K +$31 +2 +0.5%
ZB
382
Zions Bancorporation
Utah
$5K +$1.55K +99 +31%
SWA
383
Sutton Wealth Advisors
Florida
$4.66K – – –
GCM
384
Gables Capital Management
Florida
$4K -$31.3K -2,000 -87%
SBL
385
Sargent Bickham Lagudis
Colorado
$4K -$4.7K -300 -50%
HDIM
386
Hanson & Doremus Investment Management
Vermont
$4K – – –
PB
387
Pinnacle Bancorp
Nebraska
$4K – – –
SL
388
Savior LLC
Massachusetts
$4K – – –
SWM
389
Sugarloaf Wealth Management
Georgia
$4K +$31 +2 +0.6%
CFD
390
Creative Financial Designs
Indiana
$4K +$2.19K +140 +82%
EARNEST Partners
391
EARNEST Partners
Georgia
$3K – – –
GAM
392
Gemmer Asset Management
California
$3K – – –
TCM
393
Tradewinds Capital Management
Washington
$3K – – –
FWM
394
Focused Wealth Management
New York
$3K +$47 +3 +1%
GWS
395
Glassman Wealth Services
Virginia
$3K +$2.66K +170 +148%
ACM
396
AUA Capital Management
Pennsylvania
$2K – – –
NNP
397
Nachman Norwood & Parrott
South Carolina
$2K +$2.24K +143 New
ONST
398
Old North State Trust
North Carolina
$2K +$2.35K +150 New
APC
399
Aspire Private Capital
North Carolina
$2K +$2.69K +172 New
CFO
400
CVA Family Office
Colorado
$2K +$2.9K +185 New
14 15
16
17 18

SU Hedge Fund Activity: Q3 2020 in Review

421 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2020, worth a combined $11.6B — down 31% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of SU and 33 opened new positions — a net loss of 29 holders — while 187 trimmed existing stakes and 111 added.

The largest buyer was Dodge & Cox, adding an estimated $153M. The largest seller was Capital International Investors, cutting an estimated $277M.

  • 421 institutional investors held Suncor Energy (SU) as of Q3 2020, down from 452 in Q2 2020.
  • Funds reported $11.6B of Suncor Energy stock for Q3 2020, down 31% quarter-over-quarter.
  • 33 funds opened new Suncor Energy positions in Q3 2020 and 62 closed out, a net change of -29 holders.
  • The largest Suncor Energy buyer in Q3 2020 was Dodge & Cox, an estimated $153M added.
  • The largest Suncor Energy seller in Q3 2020 was Capital International Investors, an estimated $277M sold.

Based on aggregated 13F filings for Q3 2020.