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Suncor Energy
SU

449 hedge funds and large institutions have $15.9B invested in Suncor Energy in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $11.6B → $15.9B (+$4.3B)

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

7% more funds holding

Funds holding: 421 → 449 (+28)

0.82% less ownership

Funds ownership: 62.45% → 61.63% (-0.82%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 177

Holders
449
Holders Change
+28
Holders Change %
+6.65%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
77
Increased
124
Reduced
177
Closed
44
Calls
$151M
Puts
$112M
Net Calls
+$39M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$386M
2
Artisan Partners
Artisan Partners
Wisconsin
+$84.3M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
+$81M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.4M
5
AAMU
Amundi Asset Management US
Massachusetts
+$53.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
2
Dodge & Cox
Dodge & Cox
California
-$84.8M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$78.6M
4
Invesco
Invesco
Georgia
-$74.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
376
Hanson & Doremus Investment Management
Vermont
$13K +$6.83K +465 +144%
WT
377
Whittier Trust
California
$12K -$103 -7 -0.9%
DAM
378
Delta Asset Management
Tennessee
$12K – – –
KTC
379
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
IFAM
380
Institutional & Family Asset Management
Colorado
$11K -$1.06K -72 -10%
ZB
381
Zions Bancorporation
Utah
$11K +$3.28K +223 +53%
ATC
382
Adirondack Trust Company
New York
$11K +$9.4K +640 New
CCA
383
Column Capital Advisors
Indiana
$10K – – –
GI
384
Gradient Investments
Minnesota
$10K – – –
TFS
385
TrustCore Financial Services
Tennessee
$10K – – –
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$1.51K -103 -16%
HFA
387
HC Financial Advisors
California
$9K – – –
IAIM
388
International Assets Investment Management
Florida
$9K +$7.93K +540 New
FP
389
Financial Perspectives
Minnesota
$8.79K – – –
AF
390
Allworth Financial
California
$8K +$1.73K +118 +31%
APA
391
American Portfolios Advisors
New York
$7.91K -$147 -10 -2%
CFN
392
Cordasco Financial Network
Florida
$7K -$17.6K -1,200 -73%
BCM
393
Blume Capital Management
California
$7K – – –
CFFP
394
Center for Financial Planning
Michigan
$7K – – –
SIC
395
Salem Investment Counselors
North Carolina
$7K – – –
WWM
396
Wolff Wiese Magana
California
$7K +$6.32K +430 New
SWA
397
Sutton Wealth Advisors
Florida
$6.39K – – –
CFA
398
Carroll Financial Associates
North Carolina
$6K -$17.6K -1,199 -76%
PCG
399
Private Capital Group
Connecticut
$6K -$4.89K -333 -49%
SL
400
Savior LLC
Massachusetts
$6K – – –
14 15
16
17 18

SU Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2020, worth a combined $15.9B — up 37% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SU positions and 44 closed out — a net gain of 33 holders — while 124 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $302M.

  • 449 institutional investors held Suncor Energy (SU) as of Q4 2020, up from 421 in Q3 2020.
  • Funds reported $15.9B of Suncor Energy stock for Q4 2020, up 37% quarter-over-quarter.
  • 77 funds opened new Suncor Energy positions in Q4 2020 and 44 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q4 2020 was Fidelity Investments, an estimated $386M added.
  • The largest Suncor Energy seller in Q4 2020 was Massachusetts Financial Services, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.