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Suncor Energy
SU

596 hedge funds and large institutions have $32.4B invested in Suncor Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 222 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $527M | Put options by funds: $403M

23% more capital invested

Capital invested by funds: $26.2B → $32.4B (+$6.16B)

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

4.91% more ownership

Funds ownership: 62.75% → 67.66% (+4.9%)

1% more funds holding

Funds holding: 591 → 596 (+5)

8% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 222

Holders
596
Holders Change
+5
Holders Change %
+0.85%
% of All Funds
8.59%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
66
Increased
205
Reduced
222
Closed
55
Calls
$527M
Puts
$403M
Net Calls
+$124M
Net Calls Change
+$86.1M

Top Buyers

1
EIM
Elliott Investment Management
Florida
+$1.44B
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$349M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$260M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M
5
Artisan Partners
Artisan Partners
Wisconsin
+$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$312M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$158M
3
ClearBridge Investments
ClearBridge Investments
New York
-$146M
4
Dodge & Cox
Dodge & Cox
California
-$128M
5
Fidelity International
Fidelity International
Bermuda
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
401
Greenleaf Trust
Michigan
$307K -$101 -3 -0%
FBT
402
First Bank & Trust
South Dakota
$305K +$22.3K +662 +9%
IAS
403
Insigneo Advisory Services
Florida
$302K -$1.28K -38 -0.5%
GIA
404
Guyasuta Investment Advisors
Pennsylvania
$296K – – –
CWM
405
Congress Wealth Management
Massachusetts
$295K +$21.1K +626 +8%
DMIC
406
Dixon Mitchell Investment Counsel
British Columbia, Canada
$295K -$87.4K -2,599 -25%
RA
407
Ruggaard & Associates
Ohio
$289K +$13.5K +400 +5%
ONB
408
Old National Bancorp
Indiana
$286K +$5.01K +149 +2%
PWPS
409
Pinnacle Wealth Planning Services
Ohio
$284K +$13.3K +395 +5%
FHWM
410
Fox Hill Wealth Management
Massachusetts
$281K -$16.3K -485 -6%
MFG
411
Merit Financial Group
Georgia
$280K +$247K +7,327 New
SWM
412
Spire Wealth Management
Virginia
$279K +$20.4K +607 +9%
WTA
413
Washington Trust Advisors
Massachusetts
$277K – – –
JWA
414
JFS Wealth Advisors
Pennsylvania
$272K +$572 +17 +0.2%
Walleye Capital
415
Walleye Capital
New York
$272K +$248K +7,376 New
VFA
416
Valeo Financial Advisors
Indiana
$272K -$68.9K -2,048 -23%
NFA
417
Northern Financial Advisors
Michigan
$270K – – –
CCA
418
Checchi Capital Advisers
California
$269K +$2.22K +66 +0.9%
SC
419
Sawyer & Company
Massachusetts
$268K -$12.4K -370 -5%
VVP
420
Venture Visionary Partners
Ohio
$267K – – –
GIS
421
Grayhawk Investment Strategies
Alberta, Canada
$262K +$14.7K +438 +9%
Fisher Asset Management
422
Fisher Asset Management
Washington
$259K -$15.9K -474 -6%
FTDI
423
First Trust Direct Indexing
Massachusetts
$257K +$234K +6,957 New
LNC
424
Lincoln National Corp
Pennsylvania
$251K -$34.4K -1,023 -13%
IC
425
Inscription Capital
Texas
$247K +$6.8K +202 +3%
15 16
17
18 19

SU Hedge Fund Activity: Q1 2024 in Review

596 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2024, worth a combined $32.4B — up 23% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SU positions and 55 closed out — a net gain of 11 holders — while 205 added to existing stakes and 222 trimmed.

The largest buyer was Elliott Investment Management, adding an estimated $1.44B. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 596 institutional investors held Suncor Energy (SU) as of Q1 2024, up from 591 in Q4 2023.
  • Funds reported $32.4B of Suncor Energy stock for Q1 2024, up 23% quarter-over-quarter.
  • 66 funds opened new Suncor Energy positions in Q1 2024 and 55 closed out, a net change of +11 holders.
  • The largest Suncor Energy buyer in Q1 2024 was Elliott Investment Management, an estimated $1.44B added.
  • The largest Suncor Energy seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.