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Suncor Energy

508 hedge funds and large institutions have $30.2B invested in Suncor Energy in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 166 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

48% more call options, than puts

Call options by funds: $241M | Put options by funds: $162M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 166

2% more funds holding

Funds holding: 498508 (+10)

1.21% more ownership

Funds ownership: 57.51%58.72% (+1.2%)

1% more capital invested

Capital invested by funds: $30B → $30.2B (+$157M)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
14.67%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
52
Increased
197
Reduced
166
Closed
35
Calls
$241M
Puts
$162M
Net Calls
+$78.2M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
426
Vicus Capital
Pennsylvania
$218K -$199K -5,989 -49%
BC
427
Bartlett & Co
Ohio
$218K +$113K +3,400 +119%
AP
428
Advisor Partners
California
$217K -$11.2K -337 -5%
ZIM
429
Zacks Investment Management
Illinois
$216K -$19.8K -595 -9%
Manulife (Manufacturers Life Insurance)
430
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K +$87.1M +2,616,642 +89%
BFIM
431
Beese Fulmer Investment Management
Ohio
$210K
MGIA
432
Moneta Group Investment Advisors
Missouri
$210K
ICM
433
IMS Capital Management
Oregon
$210K +$200K +6,000 New
JWA
434
JFS Wealth Advisors
Pennsylvania
$210K -$8.33K -250 -4%
ASN
435
Advisory Services Network
Georgia
$209K +$666 +20 +0.3%
V
436
Veritable
Delaware
$208K +$198K +5,949 New
PAG
437
Private Advisor Group
New Jersey
$206K +$196K +5,889 New
CAN
438
Cetera Advisor Networks
California
$205K +$1.7K +51 +0.9%
DC
439
Davenport & Co
Virginia
$205K +$3.33K +100 +2%
TFCP
440
Twin Focus Capital Partners
Massachusetts
$204K
AIG
441
American International Group
New York
$201K +$3.03K +91 +2%
CCM
442
Carderock Capital Management
Maryland
$192K +$183K +5,500 New
TCOV
443
Trust Company of Vermont
Vermont
$166K -$33.3K -1,000 -17%
OA
444
OFI Advisors
Pennsylvania
$152K +$9.29K +279 +7%
OAM
445
Orinda Asset Management
California
$152K +$145K +4,356 New
WTB
446
Washington Trust Bank
Washington
$151K +$144K +4,330 New
BRWA
447
B. Riley Wealth Advisors
Florida
$149K +$38.4K +1,154 +37%
WIL
448
Winifred I. Li
$148K -$43.9K -1,318 -24%
LOCB
449
Lombard Odier & Cie (Bahamas)
Bahamas
$140K
GG
450
Gofen & Glossberg
Illinois
$131K

SU Hedge Fund Activity: Q1 2014 in Review

508 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2014, worth a combined $30.2B — up 0.52% from $30B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SU positions and 35 closed out — a net gain of 17 holders — while 197 added to existing stakes and 166 trimmed.

The largest buyer was Invesco, adding an estimated $193M. The largest seller was Fidelity Investments, cutting an estimated $238M.

  • 508 institutional investors held Suncor Energy (SU) as of Q1 2014, up from 498 in Q4 2013.
  • Funds reported $30.2B of Suncor Energy stock for Q1 2014, up 0.52% quarter-over-quarter.
  • 52 funds opened new Suncor Energy positions in Q1 2014 and 35 closed out, a net change of +17 holders.
  • The largest Suncor Energy buyer in Q1 2014 was Invesco, an estimated $193M added.
  • The largest Suncor Energy seller in Q1 2014 was Fidelity Investments, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2014.