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Suncor Energy

466 hedge funds and large institutions have $25.3B invested in Suncor Energy in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2.4% more ownership

Funds ownership: 63.48%65.88% (+2.4%)

1% more capital invested

Capital invested by funds: $25.1B → $25.3B (+$292M)

4% less funds holding

Funds holding: 485466 (-19)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

14% less call options, than puts

Call options by funds: $127M | Put options by funds: $149M

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
466
Holders Change
-19
Holders Change %
-3.92%
% of All Funds
13.01%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.78%
New
32
Increased
155
Reduced
181
Closed
49
Calls
$127M
Puts
$149M
Net Calls
-$21.4M
Net Calls Change
+$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
401
D.A. Davidson & Co
Montana
$55K -$19.2K -714 -25%
CFA
402
CT Financial Advisors
Pennsylvania
$54.8K
AIA
403
AGF Investments America
Ontario, Canada
$54K -$51.8K -1,931 -49%
CPA
404
Cowen Prime Advisors
New York
$53K
WA
405
WFG Advisors
Texas
$51K +$27 +1 +0.1%
IPC
406
Independent Portfolio Consultants
Florida
$46K -$1.07K -40 -2%
CBT
407
Central Bank & Trust
Kentucky
$46K
AC
408
Alexandria Capital
Virginia
$46K +$19K +710 +71%
FCM
409
Forester Capital Management
Illinois
$43K
DA
410
Dunvegan Associates
California
$42K
First Manhattan
411
First Manhattan
New York
$40K
BAM
412
Brave Asset Management
New Jersey
$37K -$26.8K -1,000 -42%
CFA
413
Carroll Financial Associates
North Carolina
$36K
S
414
SignatureFD
Georgia
$36K +$26.2K +977 +252%
IWMPD
415
Integrated Wealth Management (Palm Desert)
California
$35K
KTC
416
Kistler-Tiffany Companies
Pennsylvania
$35K
RIM
417
RS Investment Management
California
$35K +$35.4K +1,320 New
MFS
418
MSI Financial Services
Massachusetts
$33K -$16.8K -625 -34%
FWM
419
Focused Wealth Management
New York
$33K +$27 +1 +0.1%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$29K
CTC
421
Central Trust Company
Missouri
$26K -$15.9K -591 -38%
KA
422
Klingman & Associates
New York
$26K
BBHC
423
Brown Brothers Harriman & Co
New York
$25K
ZB
424
Zions Bancorporation
Utah
$25K +$22.5K +838 New
WRM
425
Westport Resources Management
Connecticut
$24K

SU Hedge Fund Activity: Q3 2015 in Review

466 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2015, worth a combined $25.3B — up 1.2% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 32 opened new positions — a net loss of 17 holders — while 181 trimmed existing stakes and 155 added.

The largest buyer was Capital Research Global Investors, adding an estimated $255M. The largest seller was William Blair & Company, cutting an estimated $272M.

  • 466 institutional investors held Suncor Energy (SU) as of Q3 2015, down from 485 in Q2 2015.
  • Funds reported $25.3B of Suncor Energy stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 32 funds opened new Suncor Energy positions in Q3 2015 and 49 closed out, a net change of -17 holders.
  • The largest Suncor Energy buyer in Q3 2015 was Capital Research Global Investors, an estimated $255M added.
  • The largest Suncor Energy seller in Q3 2015 was William Blair & Company, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2015.