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Suncor Energy
SU

449 hedge funds and large institutions have $15.9B invested in Suncor Energy in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $11.6B → $15.9B (+$4.3B)

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

7% more funds holding

Funds holding: 421 → 449 (+28)

0.82% less ownership

Funds ownership: 62.45% → 61.63% (-0.82%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 177

Holders
449
Holders Change
+28
Holders Change %
+6.65%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
77
Increased
124
Reduced
177
Closed
44
Calls
$151M
Puts
$112M
Net Calls
+$39M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$386M
2
Artisan Partners
Artisan Partners
Wisconsin
+$84.3M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
+$81M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.4M
5
AAMU
Amundi Asset Management US
Massachusetts
+$53.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
2
Dodge & Cox
Dodge & Cox
California
-$84.8M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$78.6M
4
Invesco
Invesco
Georgia
-$74.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
401
Gables Capital Management
Florida
$5K – – –
PB
402
Pinnacle Bancorp
Nebraska
$5K – – –
SBL
403
Sargent Bickham Lagudis
Colorado
$5K – – –
CFD
404
Creative Financial Designs
Indiana
$5K +$15 +1 +0.3%
OIM
405
Oder Investment Management
California
$5K +$4.25K +289 New
PWA
406
Phoenix Wealth Advisors
North Carolina
$5K +$4.5K +306 New
AIM
407
Anchor Investment Management
South Carolina
$4.7K +$4.11K +280 New
EARNEST Partners
408
EARNEST Partners
Georgia
$4K – – –
GAM
409
Gemmer Asset Management
California
$4K – – –
TCM
410
Tradewinds Capital Management
Washington
$4K – – –
FWM
411
Focused Wealth Management
New York
$4K +$29 +2 +0.8%
NFG
412
Next Financial Group
Texas
$4K +$1.7K +116 +118%
BSSFA
413
Baron Silver Stevens Financial Advisors
Florida
$4K +$3.86K +263 New
SWM
414
Sugarloaf Wealth Management
Georgia
$3K -$2.13K -145 -43%
GWS
415
Glassman Wealth Services
Virginia
$3K -$1.26K -86 -30%
APC
416
Aspire Private Capital
North Carolina
$3K – – –
ACM
417
AUA Capital Management
Pennsylvania
$3K – – –
CFO
418
CVA Family Office
Colorado
$3K – – –
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.31K +157 New
IF
420
Ironwood Financial
Arizona
$2K – – –
MF
421
Manchester Financial
California
$2K – – –
RIM
422
Rockbridge Investment Management
New York
$2K – – –
TF
423
TimeScale Financial
Massachusetts
$2K – – –
TI
424
Truehand Inc
New Hampshire
$2K – – –
RWA
425
Ropes Wealth Advisors
Massachusetts
$2K +$1.32K +90 New
15 16
17
18 19

SU Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2020, worth a combined $15.9B — up 37% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SU positions and 44 closed out — a net gain of 33 holders — while 124 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $302M.

  • 449 institutional investors held Suncor Energy (SU) as of Q4 2020, up from 421 in Q3 2020.
  • Funds reported $15.9B of Suncor Energy stock for Q4 2020, up 37% quarter-over-quarter.
  • 77 funds opened new Suncor Energy positions in Q4 2020 and 44 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q4 2020 was Fidelity Investments, an estimated $386M added.
  • The largest Suncor Energy seller in Q4 2020 was Massachusetts Financial Services, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.