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Suncor Energy

493 hedge funds and large institutions have $39.2B invested in Suncor Energy in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 181 increasing their positions, 177 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

22% more capital invested

Capital invested by funds: $32.1B → $39.2B (+$7.08B)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

1.74% more ownership

Funds ownership: 65.38%67.12% (+1.7%)

2% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 177

0% less funds holding

Funds holding: 495493 (-2)

45% less call options, than puts

Call options by funds: $131M | Put options by funds: $239M

Holders
493
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
12.29%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.92%
New
44
Increased
181
Reduced
177
Closed
39
Calls
$131M
Puts
$239M
Net Calls
-$108M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
$157K
FM
402
Forward Management
California
$154K +$140K +4,400 New
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$145K +$32.2K +1,010 +32%
CII
404
Capital International Inc
California
$129K
FPFS
405
First Personal Financial Services
North Carolina
$124K -$9.32K -292 -8%
RE
406
RBC Europe
United Kingdom
$121K +$110K +3,453 New
HR
407
Howe & Rusling
New York
$120K +$15.1K +474 +16%
TA
408
Teachers Advisors
New York
$114K
WTB
409
Washington Trust Bank
Washington
$114K +$41.6K +1,302 +66%
ED
410
Exane Derivatives
France
$106K
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$105K +$23.5K +736 +33%
PCP
412
Proficio Capital Partners
Massachusetts
$100K +$1.18K +37 +1%
GWM
413
Geneos Wealth Management
Colorado
$99K +$2.52K +79 +3%
QCG
414
Quadrant Capital Group
Ohio
$93K -$57.3K -1,794 -38%
CB
415
Community Bank
New York
$93K
PMFA
416
Plante Moran Financial Advisors
Michigan
$90K +$319 +10 +0.4%
GRP
417
Global Retirement Partners
California
$81K +$6.64K +208 +10%
Bessemer Group
418
Bessemer Group
New Jersey
$80K -$11.2K -352 -13%
SIAS
419
Shine Investment Advisory Services
Colorado
$75K
WC
420
Whitnell & Co
Illinois
$72K
CFA
421
Carroll Financial Associates
North Carolina
$68K +$3.03K +95 +5%
CCM
422
Covington Capital Management
California
$63K +$57.5K +1,800 New
AI
423
ArchPoint Investors
Florida
$62K
ZB
424
Zions Bancorporation
Utah
$62K +$56.8K +1,778 New
CFN
425
Cordasco Financial Network
Florida
$58K

SU Hedge Fund Activity: Q3 2017 in Review

493 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2017, worth a combined $39.2B — up 22% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SU positions and 39 closed out — a net gain of 5 holders — while 181 added to existing stakes and 177 trimmed.

The largest buyer was Capital World Investors, adding an estimated $604M. The largest seller was Capital Research Global Investors, cutting an estimated $326M.

  • 493 institutional investors held Suncor Energy (SU) as of Q3 2017, down from 495 in Q2 2017.
  • Funds reported $39.2B of Suncor Energy stock for Q3 2017, up 22% quarter-over-quarter.
  • 44 funds opened new Suncor Energy positions in Q3 2017 and 39 closed out, a net change of +5 holders.
  • The largest Suncor Energy buyer in Q3 2017 was Capital World Investors, an estimated $604M added.
  • The largest Suncor Energy seller in Q3 2017 was Capital Research Global Investors, an estimated $326M sold.

Based on aggregated 13F filings for Q3 2017.