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Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
426
Community Bank
New York
$76K
SIAS
427
Shine Investment Advisory Services
Colorado
$69K +$12.1K +363 +17%
DWM
428
Destination Wealth Management
California
$67K
CFA
429
Carroll Financial Associates
North Carolina
$66K +$964 +29 +1%
PCTC
430
Perkins Coie Trust Company
Washington
$65K -$981K -29,526 -93%
SWM
431
SeaCrest Wealth Management
New York
$64K +$731 +22 +1%
PCM
432
Prelude Capital Management
New York
$63K +$38.5K +1,159 +106%
Schroder Investment Management Group
433
Schroder Investment Management Group
United Kingdom
$59.5K +$36.1M +1,087,000 +230%
BTNA
434
Bremer Trust National Association
Minnesota
$57K +$68.6K +2,065 New
KPCM
435
Kings Point Capital Management
New York
$56K -$280K -8,426 -81%
HR
436
Howe & Rusling
New York
$56K -$43.1K -1,296 -39%
FBT
437
First Bank & Trust
South Dakota
$53K +$13.5K +406 +27%
PCP
438
Proficio Capital Partners
Massachusetts
$47K -$39.7K -1,194 -42%
CFN
439
Cordasco Financial Network
Florida
$46K
TRCT
440
Tower Research Capital (TRC)
New York
$45K -$228K -6,871 -81%
CWA
441
Clarus Wealth Advisors
Arizona
$42K
ACA
442
Atlas Capital Advisors
Wyoming
$40.9K -$343K -10,329 -88%
GWM
443
Geneos Wealth Management
Colorado
$40K +$33 +1 +0.1%
DSC
444
Duncker Streett & Co
Missouri
$39K
CA
445
Claro Advisors
Massachusetts
$38K +$32.3K +972 New
AIA
446
Alera Investment Advisors
Illinois
$38K +$45.4K +1,367 New
CFG
447
Citizens Financial Group
Rhode Island
$36K +$1.26K +38 +3%
OIA
448
OneDigital Investment Advisors
Kansas
$34K +$16.6K +500 +71%
FGC
449
Financial Gravity Companies
Texas
$34K +$34.6K +1,040 New
DWM
450
Doyle Wealth Management
Florida
$34K +$40.2K +1,210 New

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.