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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
426
Howland Capital Management
Massachusetts
$210K
CAPTRUST Financial Advisors
427
CAPTRUST Financial Advisors
North Carolina
$206K +$195K +5,604 New
JIC
428
Johnson Investment Counsel
Ohio
$206K +$195K +5,617 New
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$203K
JAFL
430
Jay A. Fishman Ltd
Michigan
$202K +$191K +5,500 New
CM
431
CoreCommodity Management
Connecticut
$192K -$59.1K -1,700 -25%
IWP
432
Icon Wealth Partners
Texas
$181K +$171K +4,934 New
TCOV
433
Trust Company of Vermont
Vermont
$180K -$2.92K -84 -2%
CAM
434
CenterStar Asset Management
Illinois
$175K
FM
435
Forward Management
California
$173K +$10.4K +300 +7%
RWA
436
Ropes Wealth Advisors
Massachusetts
$171K -$16.4K -473 -9%
IA
437
IFP Advisors
Florida
$167K -$58.5K -1,683 -27%
FHA
438
First Horizon Advisors
Tennessee
$155K -$12K -346 -8%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$151K -$1.6K -46 -1%
YWP
440
YorkBridge Wealth Partners
New York
$148K -$5.18K -149 -3%
AC
441
Avestar Capital
New York
$148K +$153K +4,394 New
EWM
442
Evercore Wealth Management
New York
$147K -$76.4K -2,200 -35%
GRQ
443
Gardner Russo & Quinn
Pennsylvania
$147K +$139K +4,000 New
C
444
Cerebellum
California
$134K +$127K +3,649 New
FPFS
445
First Personal Financial Services
North Carolina
$130K
Bessemer Group
446
Bessemer Group
New Jersey
$130K +$44.5K +1,280 +56%
TA
447
Teachers Advisors
New York
$119K
ED
448
Exane Derivatives
France
$110K
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$110K
QCG
450
Quadrant Capital Group
Ohio
$108K +$6.7K +193 +7%

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.