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Suncor Energy

570 hedge funds and large institutions have $47.1B invested in Suncor Energy in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $374M | Put options by funds: $103M

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

24% more capital invested

Capital invested by funds: $37.9B → $47.1B (+$9.13B)

5% more funds holding

Funds holding: 545570 (+25)

0.39% less ownership

Funds ownership: 66.88%66.48% (-0.39%)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 211

Holders
570
Holders Change
+25
Holders Change %
+4.59%
% of All Funds
13.05%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.01%
New
78
Increased
176
Reduced
211
Closed
49
Calls
$374M
Puts
$103M
Net Calls
+$271M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
401
Laurel Wealth Advisors (California)
California
$282K -$1.52K -39 -0.6%
LOAMS
402
Lombard Odier Asset Management (Switzerland)
Switzerland
$281K -$830K -21,296 -76%
WDA
403
Wendell David Associates
New Hampshire
$275K
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$266K +$38.9K +998 +18%
CCS
405
Crosspoint Capital Strategies
California
$263K
BFIM
406
Beese Fulmer Investment Management
Ohio
$262K
HWM
407
Holloway Wealth Management
Florida
$260K
CAM
408
Carret Asset Management
New York
$255K +$1.52K +39 +0.6%
CAPTRUST Financial Advisors
409
CAPTRUST Financial Advisors
North Carolina
$252K +$69.1K +1,774 +40%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$252K +$85.6K +2,196 +55%
EWM
411
Evercore Wealth Management
New York
$252K +$242K +6,200 New
IA
412
IFP Advisors
Florida
$249K +$61.9K +1,589 +35%
JWA
413
JFS Wealth Advisors
Pennsylvania
$244K
YWP
414
YorkBridge Wealth Partners
New York
$244K +$5.14K +132 +2%
GIA
415
Gateway Investment Advisers
Ohio
$238K -$161K -4,120 -41%
VFA
416
Voya Financial Advisors
Connecticut
$235K
HCM
417
Howland Capital Management
Massachusetts
$233K +$223K +5,726 New
PP
418
Paloma Partners
Connecticut
$231K -$234K -6,014 -51%
SC
419
SouthState Corp
Florida
$228K +$219K +5,610 New
BCM
420
BTC Capital Management
Iowa
$226K -$29.6K -761 -12%
BCM
421
Bayesian Capital Management
New York
$225K +$216K +5,540 New
Capital Fund Management (CFM)
422
Capital Fund Management (CFM)
France
$224K -$12.1M -310,546 -98%
BTS
423
BB&T Securities
Virginia
$224K +$215K +5,529 New
JAFL
424
Jay A. Fishman Ltd
Michigan
$224K +$214K +5,500 New
ACM
425
Armbruster Capital Management
New York
$221K -$29.8K -766 -12%

SU Hedge Fund Activity: Q2 2018 in Review

570 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2018, worth a combined $47.1B — up 24% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SU positions and 49 closed out — a net gain of 29 holders — while 176 added to existing stakes and 211 trimmed.

The largest buyer was Fidelity International, adding an estimated $1.52B. The largest seller was Fidelity Investments, cutting an estimated $1.23B.

  • 570 institutional investors held Suncor Energy (SU) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $47.1B of Suncor Energy stock for Q2 2018, up 24% quarter-over-quarter.
  • 78 funds opened new Suncor Energy positions in Q2 2018 and 49 closed out, a net change of +29 holders.
  • The largest Suncor Energy buyer in Q2 2018 was Fidelity International, an estimated $1.52B added.
  • The largest Suncor Energy seller in Q2 2018 was Fidelity Investments, an estimated $1.23B sold.

Based on aggregated 13F filings for Q2 2018.