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Suncor Energy
SU

596 hedge funds and large institutions have $32.4B invested in Suncor Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 222 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $527M | Put options by funds: $403M

23% more capital invested

Capital invested by funds: $26.2B → $32.4B (+$6.16B)

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

4.91% more ownership

Funds ownership: 62.75% → 67.66% (+4.9%)

1% more funds holding

Funds holding: 591 → 596 (+5)

8% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 222

Holders
596
Holders Change
+5
Holders Change %
+0.85%
% of All Funds
8.59%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
66
Increased
205
Reduced
222
Closed
55
Calls
$527M
Puts
$403M
Net Calls
+$124M
Net Calls Change
+$86.1M

Top Buyers

1
EIM
Elliott Investment Management
Florida
+$1.44B
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$349M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$260M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M
5
Artisan Partners
Artisan Partners
Wisconsin
+$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$312M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$158M
3
ClearBridge Investments
ClearBridge Investments
New York
-$146M
4
Dodge & Cox
Dodge & Cox
California
-$128M
5
Fidelity International
Fidelity International
Bermuda
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
376
Stephens Inc
Arkansas
$390K -$106K -3,147 -23%
RWA
377
Redhawk Wealth Advisors
Minnesota
$386K +$352K +10,460 New
VDBMI
378
Van Den Berg Management I
Texas
$383K -$12K -357 -3%
MIS
379
Morningstar Investment Services
Illinois
$380K -$344K -10,215 -50%
ERSOT
380
Employees Retirement System of Texas
Texas
$380K +$347K +10,306 New
MCM
381
MAI Capital Management
Ohio
$375K +$34.3K +1,020 +11%
ADL
382
Asset Dedication LLC
California
$370K – – –
HBT
383
Hills Bank & Trust
Iowa
$366K -$67 -2 -0%
CAC
384
Core Alternative Capital
Georgia
$363K – – –
Capital World Investors
385
Capital World Investors
California
$360K – – –
PSB
386
Passumpsic Savings Bank
Vermont
$360K +$328K +9,754 New
KAS
387
Kestra Advisory Services
Texas
$351K -$104K -3,084 -25%
1WA
388
180 Wealth Advisors
Washington
$345K +$1.21K +36 +0.4%
GLA
389
Great Lakes Advisors
Illinois
$342K +$21.2K +630 +7%
WTC
390
WhitTier Trust Company
Nevada
$335K -$46.5K -1,383 -13%
KS
391
Karpas Strategies
Connecticut
$332K – – –
CGL
392
Clarius Group LLC
Washington
$327K -$79.9K -2,375 -21%
GVAG
393
Great Valley Advisor Group
Delaware
$326K +$1.45K +43 +0.5%
AFG
394
Atomi Financial Group
New York
$324K +$63K +1,871 +27%
BRWA
395
B. Riley Wealth Advisors
Florida
$323K +$90.6K +2,693 +40%
HC
396
Hara Capital
Washington
$323K – – –
AC
397
Annandale Capital
Texas
$315K – – –
GC
398
GFG Capital
Florida
$314K – – –
MC
399
Maverick Capital
Texas
$312K +$284K +8,449 New
FA
400
Faithward Advisors
Pennsylvania
$308K +$281K +8,357 New
14 15
16
17 18

SU Hedge Fund Activity: Q1 2024 in Review

596 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2024, worth a combined $32.4B — up 23% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SU positions and 55 closed out — a net gain of 11 holders — while 205 added to existing stakes and 222 trimmed.

The largest buyer was Elliott Investment Management, adding an estimated $1.44B. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 596 institutional investors held Suncor Energy (SU) as of Q1 2024, up from 591 in Q4 2023.
  • Funds reported $32.4B of Suncor Energy stock for Q1 2024, up 23% quarter-over-quarter.
  • 66 funds opened new Suncor Energy positions in Q1 2024 and 55 closed out, a net change of +11 holders.
  • The largest Suncor Energy buyer in Q1 2024 was Elliott Investment Management, an estimated $1.44B added.
  • The largest Suncor Energy seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.