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Suncor Energy
SU

449 hedge funds and large institutions have $15.9B invested in Suncor Energy in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $11.6B → $15.9B (+$4.3B)

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

7% more funds holding

Funds holding: 421 → 449 (+28)

0.82% less ownership

Funds ownership: 62.45% → 61.63% (-0.82%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 177

Holders
449
Holders Change
+28
Holders Change %
+6.65%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
77
Increased
124
Reduced
177
Closed
44
Calls
$151M
Puts
$112M
Net Calls
+$39M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$386M
2
Artisan Partners
Artisan Partners
Wisconsin
+$84.3M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
+$81M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.4M
5
AAMU
Amundi Asset Management US
Massachusetts
+$53.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
2
Dodge & Cox
Dodge & Cox
California
-$84.8M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$78.6M
4
Invesco
Invesco
Georgia
-$74.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
426
Jackson Grant Investment Advisers
Connecticut
$2K +$1.47K +100 New
TFA
427
Toth Financial Advisory
Virginia
$2K +$1.47K +100 New
FTDI
428
First Trust Direct Indexing
Massachusetts
$2K +$1.65K +112 New
TF
429
Tompkins Financial
New York
$2K +$1.66K +113 New
BDWCC
430
B&D White Capital Company
Texas
$2K +$1.84K +125 New
ICP
431
Interchange Capital Partners
Pennsylvania
$2K +$2.17K +148 New
ME
432
McIlrath & Eck
Washington
$1K – – –
RBC
433
Roble Belko & Company
Pennsylvania
$1K – – –
SSB
434
Sandy Spring Bank
Maryland
$1K – – –
TWA
435
TCI Wealth Advisors
Arizona
$1K – – –
CAAS
436
Capital Asset Advisory Services
Michigan
$1K +$441 +30 New
MFT
437
Moisand Fitzgerald Tamayo
Florida
$1K +$529 +36 New
FGAM
438
Financial Gravity Asset Management
Texas
$1K +$646 +44 New
CCA
439
Childress Capital Advisors
Texas
$1K +$779 +53 New
AWG
440
Altus Wealth Group
Colorado
$1K +$852 +58 New
NSB
441
Norway Savings Bank
Maine
$1K +$1.04K +71 +546%
MIM
442
Merrion Investment Management
New Jersey
$1K +$1.28K +87 New
BCA
443
Berman Capital Advisors
Georgia
$1K +$1.68K +114 New
FF
444
FourThought Financial
Florida
$1K +$1.75K +119 New
ED
445
Exane Derivatives
France
$34 – – –
WIM
446
Westside Investment Management
California
$1 – – –
VPI
447
Value Partners Investments
Manitoba, Canada
– -$38.1M -3,123,552 Closed
Canada Pension Plan Investment Board
448
Canada Pension Plan Investment Board
Ontario, Canada
– -$33.8M -2,300,000 -100%
AT
449
AMF Tjänstepension
Sweden
– -$8.55M -701,785 Closed
IMPI
450
Ilmarinen Mutual Pension Insurance
Finland
– -$5.84M -481,152 Closed
16 17
18
19 20

SU Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2020, worth a combined $15.9B — up 37% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SU positions and 44 closed out — a net gain of 33 holders — while 124 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $302M.

  • 449 institutional investors held Suncor Energy (SU) as of Q4 2020, up from 421 in Q3 2020.
  • Funds reported $15.9B of Suncor Energy stock for Q4 2020, up 37% quarter-over-quarter.
  • 77 funds opened new Suncor Energy positions in Q4 2020 and 44 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q4 2020 was Fidelity Investments, an estimated $386M added.
  • The largest Suncor Energy seller in Q4 2020 was Massachusetts Financial Services, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.