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Suncor Energy

591 hedge funds and large institutions have $26.2B invested in Suncor Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

4% more funds holding

Funds holding: 568591 (+23)

1.31% more ownership

Funds ownership: 61.44%62.75% (+1.3%)

10% more call options, than puts

Call options by funds: $432M | Put options by funds: $394M

5% less capital invested

Capital invested by funds: $27.6B → $26.2B (-$1.41B)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 235

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
80
Increased
186
Reduced
235
Closed
48
Calls
$432M
Puts
$394M
Net Calls
+$38.1M
Net Calls Change
-$490M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
426
Venture Visionary Partners
Ohio
$232K +$10.3K +316 +5%
CCA
427
Checchi Capital Advisers
California
$231K -$24.4K -748 -9%
CG
428
Cynosure Group
Utah
$229K +$6.86K +210 +3%
AFG
429
Atomi Financial Group
New York
$222K +$226K +6,915 New
SWM
430
Spire Wealth Management
Virginia
$219K +$5.19K +159 +2%
BRWA
431
B. Riley Wealth Advisors
Florida
$215K -$87.9K -2,693 -29%
PWG
432
Portside Wealth Group
Utah
$212K -$7.61K -233 -3%
BC
433
Belmont Capital
California
$211K
DWM
434
Drive Wealth Management
Utah
$209K +$2.12K +65 +1%
CS
435
Candriam SCA
Luxembourg
$209K -$40.1K -1,228 -16%
BEAM
436
Baker Ellis Asset Management
Washington
$208K
IC
437
Inscription Capital
Texas
$208K -$57.5K -1,760 -21%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$206K -$17.1K -525 -8%
GLA
439
Good Life Advisors
Pennsylvania
$205K +$229 +7 +0.1%
FI
440
Fractal Investments
Connecticut
$205K
AAS
441
Avantax Advisory Services
Texas
$205K +$209K +6,389 New
BMCM
442
Bryn Mawr Capital Management
Pennsylvania
$205K +$209K +6,388 New
GIS
443
Grayhawk Investment Strategies
Alberta, Canada
$204K
BFIM
444
Beese Fulmer Investment Management
Ohio
$200K
BCV
445
Banque Cantonale Vaudoise
Switzerland
$199K
IWA
446
Icon Wealth Advisors
Texas
$196K +$199K +6,104 New
SPIA
447
Steward Partners Investment Advisory
New York
$180K -$6.04K -185 -3%
ACA
448
Atlas Capital Advisors
Wyoming
$168K +$25.1K +769 +17%
LWCFA
449
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$166K
DGAM
450
Desjardins Global Asset Management
Quebec, Canada
$158K -$253K -7,746 -61%