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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
401
First Nebraska Trust
Nebraska
$268K
CL
402
Choreo LLC
Illinois
$268K -$5.04K -145 -2%
CSS
403
Cubist Systematic Strategies
Connecticut
$262K +$44.9K +1,293 +22%
TCM
404
Traynor Capital Management
Pennsylvania
$261K +$41.9K +1,205 +20%
WTC
405
WhitTier Trust Company
Nevada
$258K +$41.7K +1,200 +21%
NB
406
NBT Bank
New York
$257K -$7.05K -203 -3%
LWAC
407
Laurel Wealth Advisors (California)
California
$256K
FANJ
408
Financial Architects (New Jersey)
New Jersey
$250K
WDA
409
Wendell David Associates
New Hampshire
$249K
CCA
410
Checchi Capital Advisers
California
$248K +$10.7K +309 +5%
SI
411
Sprott Inc
Ontario, Canada
$243K
HBT
412
Hills Bank & Trust
Iowa
$242K
SFG
413
Sather Financial Group
Texas
$241K +$228K +6,572 New
BFIM
414
Beese Fulmer Investment Management
Ohio
$237K
HWM
415
Holloway Wealth Management
Florida
$235K
Cerity Partners
416
Cerity Partners
New York
$232K -$23.4K -673 -10%
CAM
417
Carret Asset Management
New York
$229K +$12.2K +350 +6%
ACM
418
Armbruster Capital Management
New York
$228K
SWP
419
Stratos Wealth Partners
Ohio
$225K +$7.47K +215 +4%
BCM
420
BTC Capital Management
Iowa
$225K +$215K +6,180 New
BC
421
Banced Corp
Illinois
$220K -$12.7K -366 -6%
JWA
422
JFS Wealth Advisors
Pennsylvania
$220K
GC
423
Gratus Capital
Georgia
$217K -$36.5K -1,050 -15%
MCM
424
MAI Capital Management
Ohio
$215K +$625 +18 +0.3%
PVWM
425
Point View Wealth Management
New Jersey
$213K -$42.3K -1,218 -17%

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.