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Suncor Energy

468 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 161

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more capital invested

Capital invested by funds: $28.6B → $29.7B (+$1.11B)

0.89% less ownership

Funds ownership: 64.98%64.1% (-0.89%)

1% less funds holding

Funds holding: 473468 (-5)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

39% less call options, than puts

Call options by funds: $120M | Put options by funds: $198M

Holders
468
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
12.49%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.83%
New
42
Increased
184
Reduced
161
Closed
38
Calls
$120M
Puts
$198M
Net Calls
-$77.9M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$59K -$4.11K -150 -7%
First Manhattan
402
First Manhattan
New York
$57K
CFA
403
CT Financial Advisors
Pennsylvania
$56.8K
WTB
404
Washington Trust Bank
Washington
$54K
WA
405
WFG Advisors
Texas
$53K
FNBT
406
FineMark National Bank & Trust
Florida
$50K -$1.37K -50 -3%
SGAM
407
Smith Group Asset Management
Texas
$49K -$125K -4,576 -72%
CTC
408
Central Trust Company
Missouri
$49K +$1.37K +50 +3%
S
409
SignatureFD
Georgia
$49K +$29.3K +1,067 +150%
CFN
410
Cordasco Financial Network
Florida
$46K
IPC
411
Independent Portfolio Consultants
Florida
$43K -$2.33K -85 -5%
QCG
412
Quadrant Capital Group
Ohio
$43K +$15.4K +562 +45%
SWA
413
Sutton Wealth Advisors
Florida
$41.1K
KF
414
Krilogy Financial
Missouri
$41K
DVM
415
Dreman Value Management
Florida
$40K -$3.7K -135 -8%
CFA
416
Carroll Financial Associates
North Carolina
$40K +$4.3K +157 +12%
BAM
417
Brave Asset Management
New Jersey
$39K
SAM
418
Sunnymeath Asset Management
New Jersey
$39K
AssetMark Inc
419
AssetMark Inc
California
$37K -$2.52K -92 -6%
IWMPD
420
Integrated Wealth Management (Palm Desert)
California
$37K +$32.9K +1,200 +1,008%
KTC
421
Kistler-Tiffany Companies
Pennsylvania
$36K
CFG
422
Citizens Financial Group
Rhode Island
$33K
FPFS
423
First Personal Financial Services
North Carolina
$33K +$33.1K +1,206 New
PCP
424
Proficio Capital Partners
Massachusetts
$31K +$26.2K +956 +443%
KA
425
Klingman & Associates
New York
$28K

SU Hedge Fund Activity: Q2 2016 in Review

468 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2016, worth a combined $29.7B — up 3.9% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SU positions and 38 closed out — a net gain of 4 holders — while 184 added to existing stakes and 161 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $438M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $549M sold.

  • 468 institutional investors held Suncor Energy (SU) as of Q2 2016, down from 473 in Q1 2016.
  • Funds reported $29.7B of Suncor Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
  • 42 funds opened new Suncor Energy positions in Q2 2016 and 38 closed out, a net change of +4 holders.
  • The largest Suncor Energy buyer in Q2 2016 was Wellington Management Group, an estimated $438M added.
  • The largest Suncor Energy seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $549M sold.

Based on aggregated 13F filings for Q2 2016.