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Suncor Energy

468 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 161

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more capital invested

Capital invested by funds: $28.6B → $29.7B (+$1.11B)

0.89% less ownership

Funds ownership: 64.98%64.1% (-0.89%)

1% less funds holding

Funds holding: 473468 (-5)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

39% less call options, than puts

Call options by funds: $120M | Put options by funds: $198M

Holders
468
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
12.49%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.83%
New
42
Increased
184
Reduced
161
Closed
38
Calls
$120M
Puts
$198M
Net Calls
-$77.9M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
426
Zions Bancorporation
Utah
$25K -$28.2K -1,027 -54%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$25K -$9.02K -329 -27%
RIM
428
RS Investment Management
California
$25K
DSC
429
Duncker Streett & Co
Missouri
$24K
CHP
430
Cable Hill Partners
Oregon
$24K +$4.69K +171 +27%
BIG
431
Bellwether Investment Group
Tennessee
$24K +$23.7K +863 New
LIA
432
LS Investment Advisors
Michigan
$23K +$1.75K +64 +8%
NCM
433
Nelson Capital Management
California
$22K
AC
434
Alexandria Capital
Virginia
$20K
WTC
435
WhitTier Trust Company
Nevada
$20K
SF
436
Synovus Financial
Georgia
$20K +$2.06K +75 +12%
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
ST
438
Smithfield Trust
Pennsylvania
$17K
SIG
439
Stanford Investment Group
California
$17K
SBL
440
Sargent Bickham Lagudis
Colorado
$17K +$8.22K +300 +100%
FNBSF
441
First National Bank Sioux Falls
South Dakota
$14K
TCM
442
Tradewinds Capital Management
Washington
$11K -$1.59K -58 -13%
WA
443
Winfield Associates
Ohio
$11K +$1.37K +50 +14%
DBT
444
Dubuque Bank & Trust
Iowa
$11K +$11K +400 New
MA
445
MCF Advisors
Kentucky
$9K +$1.01K +37 +14%
NFG
446
Next Financial Group
Texas
$9K +$9.87K +360 New
WP
447
WealthPLAN Partners
Nebraska
$8.41K +$16.6K +606 New
MCA
448
Mercer Capital Advisers
New Jersey
$8K
RBC
449
Roble Belko & Company
Pennsylvania
$8K
WA
450
WealthTrust-Arizona
Arizona
$7K -$1.51K -55 -18%

SU Hedge Fund Activity: Q2 2016 in Review

468 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2016, worth a combined $29.7B — up 3.9% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SU positions and 38 closed out — a net gain of 4 holders — while 184 added to existing stakes and 161 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $438M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $549M sold.

  • 468 institutional investors held Suncor Energy (SU) as of Q2 2016, down from 473 in Q1 2016.
  • Funds reported $29.7B of Suncor Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
  • 42 funds opened new Suncor Energy positions in Q2 2016 and 38 closed out, a net change of +4 holders.
  • The largest Suncor Energy buyer in Q2 2016 was Wellington Management Group, an estimated $438M added.
  • The largest Suncor Energy seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $549M sold.

Based on aggregated 13F filings for Q2 2016.