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Suncor Energy

591 hedge funds and large institutions have $26.2B invested in Suncor Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

4% more funds holding

Funds holding: 568591 (+23)

1.31% more ownership

Funds ownership: 61.44%62.75% (+1.3%)

10% more call options, than puts

Call options by funds: $432M | Put options by funds: $394M

5% less capital invested

Capital invested by funds: $27.6B → $26.2B (-$1.41B)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 235

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
80
Increased
186
Reduced
235
Closed
48
Calls
$432M
Puts
$394M
Net Calls
+$38.1M
Net Calls Change
-$490M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
401
GFG Capital
Florida
$272K
WCA
402
Waratah Capital Advisors
Ontario, Canada
$268K +$273K +8,370 New
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$268K -$8.52K -261 -3%
GT
404
Greenleaf Trust
Michigan
$266K +$1.04K +32 +0.4%
IAS
405
Insigneo Advisory Services
Florida
$263K +$784 +24 +0.3%
CA
406
Cetera Advisors
Colorado
$263K +$24.4K +748 +10%
ABLA
407
Alan B. Lancz & Associates
Ohio
$263K
FHWM
408
Fox Hill Wealth Management
Massachusetts
$259K +$264K +8,090 New
BCM
409
Bluefin Capital Management
New York
$258K -$111K -3,400 -30%
LNC
410
Lincoln National Corp
Pennsylvania
$251K +$255K +7,820 New
SC
411
Sawyer & Company
Massachusetts
$245K -$57.1K -1,750 -19%
ONB
412
Old National Bancorp
Indiana
$244K -$20.2K -618 -8%
FBT
413
First Bank & Trust
South Dakota
$244K +$44.7K +1,368 +22%
CCM
414
Coldstream Capital Management
Washington
$243K +$248K +7,595 New
WTA
415
Washington Trust Advisors
Massachusetts
$240K
SRL
416
Scientech Research LLC
New Jersey
$240K +$245K +7,497 New
Fisher Asset Management
417
Fisher Asset Management
Washington
$240K +$67.8K +2,076 +38%
AWS
418
Atria Wealth Solutions
New York
$239K -$15.4K -471 -6%
RA
419
Ruggaard & Associates
Ohio
$238K +$3.92K +120 +2%
SC
420
Sapient Capital
Indiana
$237K +$241K +7,390 New
CWM
421
Congress Wealth Management
Massachusetts
$236K -$6.14K -188 -2%
JWA
422
JFS Wealth Advisors
Pennsylvania
$236K +$1.83K +56 +0.8%
NFA
423
Northern Financial Advisors
Michigan
$234K -$3.95K -121 -2%
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$234K +$17.6K +540 +8%
CC
425
Centiva Capital
New York
$232K +$237K +7,253 New