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Suncor Energy

568 hedge funds and large institutions have $27.6B invested in Suncor Energy in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 207 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $522M

18% more capital invested

Capital invested by funds: $23.4B → $27.6B (+$4.2B)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

6% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 195

1% more funds holding

Funds holding: 563568 (+5)

0.89% more ownership

Funds ownership: 60.55%61.44% (+0.89%)

Holders
568
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
9.01%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.48%
New
66
Increased
207
Reduced
195
Closed
56
Calls
$1.05B
Puts
$522M
Net Calls
+$528M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
426
Banque Cantonale Vaudoise
Switzerland
$214K
GAM
427
Gotham Asset Management
New York
$212K -$244K -7,604 -55%
WF
428
Welch & Forbes
Massachusetts
$211K -$25.7K -800 -12%
FCH
429
Freestone Capital Holdings
Washington
$206K -$33.7K -1,051 -15%
IWP
430
Icon Wealth Partners
Texas
$202K +$3.88K +121 +2%
SPIA
431
Steward Partners Investment Advisory
New York
$200K -$138K -4,295 -42%
Fisher Asset Management
432
Fisher Asset Management
Washington
$186K
FHA
433
First Horizon Advisors
Tennessee
$184K -$8.76K -273 -5%
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
EAM
435
Erste Asset Management
Austria
$166K
ACA
436
Atlas Capital Advisors
Wyoming
$154K -$72.5K -2,261 -34%
AIC
437
Archer Investment Corporation
Indiana
$138K
QCG
438
Quadrant Capital Group
Ohio
$134K -$11.2K -348 -8%
Acadian Asset Management
439
Acadian Asset Management
Massachusetts
$124K -$109K -3,400 -49%
RhumbLine Advisers
440
RhumbLine Advisers
Massachusetts
$120K +$1.28K +40 +1%
PA
441
Parallel Advisors
California
$118K +$19K +591 +21%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$116K +$20.8K +650 +24%
CTC
443
Central Trust Company
Missouri
$112K +$40.6K +1,266 +63%
IBOK
444
Independence Bank of Kentucky
Kentucky
$105K +$33.7K +1,050 +53%
UB
445
UMB Bank
Missouri
$104K -$48.1K -1,500 -33%
LC
446
Lindbrook Capital
California
$101K +$962 +30 +1%
CFB
447
Cullen/Frost Bankers
Texas
$96.1K -$5.77K -180 -6%
BC
448
Bartlett & Co
Ohio
$93K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$92.8K
Jones Financial Companies
450
Jones Financial Companies
Missouri
$90K +$45.6K +1,422 +119%

SU Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2023, worth a combined $27.6B — up 18% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SU positions and 56 closed out — a net gain of 10 holders — while 207 added to existing stakes and 195 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $838M. The largest seller was Fidelity International, cutting an estimated $397M.

  • 568 institutional investors held Suncor Energy (SU) as of Q3 2023, up from 563 in Q2 2023.
  • Funds reported $27.6B of Suncor Energy stock for Q3 2023, up 18% quarter-over-quarter.
  • 66 funds opened new Suncor Energy positions in Q3 2023 and 56 closed out, a net change of +10 holders.
  • The largest Suncor Energy buyer in Q3 2023 was Arrowstreet Capital, an estimated $838M added.
  • The largest Suncor Energy seller in Q3 2023 was Fidelity International, an estimated $397M sold.

Based on aggregated 13F filings for Q3 2023.