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Suncor Energy

539 hedge funds and large institutions have $32.5B invested in Suncor Energy in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $215M | Put options by funds: $152M

1% more capital invested

Capital invested by funds: $32B → $32.5B (+$431M)

0.25% more ownership

Funds ownership: 65.51%65.76% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

1% less funds holding

Funds holding: 547539 (-8)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
539
Holders Change
-8
Holders Change %
-1.46%
% of All Funds
11.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
45
Increased
188
Reduced
209
Closed
49
Calls
$215M
Puts
$152M
Net Calls
+$63.6M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
401
Brandywine Oak Private Wealth
Pennsylvania
$222K -$62.7K -2,084 -23%
LOAMS
402
Lombard Odier Asset Management (Switzerland)
Switzerland
$218K
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K
LWAC
404
Laurel Wealth Advisors (California)
California
$213K +$1.86K +62 +0.9%
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$211K -$40.5K -1,346 -17%
CCP
406
Corient Capital Partners
California
$208K +$198K +6,593 New
BFIM
407
Beese Fulmer Investment Management
Ohio
$204K
GIM
408
Greylin Investment Management
Virginia
$201K -$157K -5,205 -45%
BDS
409
Banco de Sabadell
Florida
$193K -$4.85M -161,100 -96%
JWA
410
JFS Wealth Advisors
Pennsylvania
$189K
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$188K -$5.63K -187 -3%
LM
412
Lincluden Management
Ontario, Canada
$180K +$41.8K +1,390 +32%
FHA
413
First Horizon Advisors
Tennessee
$149K +$4.48K +149 +3%
First Manhattan
414
First Manhattan
New York
$149K +$43.6K +1,448 +44%
TIM
415
Thornburg Investment Management
New Mexico
$143K
FA
416
Fortis Advisors
Pennsylvania
$142K
CLOS
417
Compagnie Lombard Odier SCmA
Switzerland
$136K
AIC
418
Archer Investment Corporation
Indiana
$129K
GRP
419
Global Retirement Partners
California
$128K +$10.3K +344 +9%
UBS AM
420
UBS AM
Illinois
$120K -$1.56K -52 -1%
PCTC
421
Perkins Coie Trust Company
Washington
$103K +$3.52K +117 +4%
VFA
422
Valeo Financial Advisors
Indiana
$97K +$15K +500 +19%
SPIA
423
Steward Partners Investment Advisory
New York
$93K +$14.8K +491 +20%
RE
424
RBC Europe
United Kingdom
$92.2K
GCM
425
Gables Capital Management
Florida
$88K

SU Hedge Fund Activity: Q3 2019 in Review

539 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2019, worth a combined $32.5B — up 1.3% from $32B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 45 opened new positions — a net loss of 4 holders — while 209 trimmed existing stakes and 188 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $335M. The largest seller was Mawer Investment Management, cutting an estimated $254M.

  • 539 institutional investors held Suncor Energy (SU) as of Q3 2019, down from 547 in Q2 2019.
  • Funds reported $32.5B of Suncor Energy stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 45 funds opened new Suncor Energy positions in Q3 2019 and 49 closed out, a net change of -4 holders.
  • The largest Suncor Energy buyer in Q3 2019 was Massachusetts Financial Services, an estimated $335M added.
  • The largest Suncor Energy seller in Q3 2019 was Mawer Investment Management, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2019.