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Suncor Energy

508 hedge funds and large institutions have $30.2B invested in Suncor Energy in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 166 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

48% more call options, than puts

Call options by funds: $241M | Put options by funds: $162M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 166

2% more funds holding

Funds holding: 498508 (+10)

1.21% more ownership

Funds ownership: 57.51%58.72% (+1.2%)

1% more capital invested

Capital invested by funds: $30B → $30.2B (+$157M)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
14.67%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
52
Increased
197
Reduced
166
Closed
35
Calls
$241M
Puts
$162M
Net Calls
+$78.2M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
451
Howe & Rusling
New York
$129K +$28.6K +860 +30%
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$118K -$172K -5,163 -60%
BAM
453
Brave Asset Management
New Jersey
$115K
BBPWM
454
Blue Bell Private Wealth Management
Pennsylvania
$110K
NME
455
Notis-McConarty Edward
$105K -$193K -5,800 -66%
FHA
456
First Horizon Advisors
Tennessee
$96K +$81.3K +2,442 +1,157%
HDIM
457
Hanson & Doremus Investment Management
Vermont
$88K -$11.7K -350 -12%
MFS
458
MSI Financial Services
Massachusetts
$88K -$9.13K -274 -10%
CFS
459
Community Financial System
New York
$87K
CFA
460
Carroll Financial Associates
North Carolina
$80K
CBT
461
Central Bank & Trust
Kentucky
$80K
BBHC
462
Brown Brothers Harriman & Co
New York
$78K -$1.17K -35 -2%
HRIA
463
Haberer Registered Investment Advisor
Ohio
$77K -$33.3K -1,000 -31%
MA
464
MCF Advisors
Kentucky
$74K
CPA
465
Cowen Prime Advisors
New York
$70K
WA
466
WFG Advisors
Texas
$66K -$41.2K -1,238 -40%
WTC
467
WhitTier Trust Company
Nevada
$64K
CTC
468
Central Trust Company
Missouri
$62K -$3.23K -97 -5%
DA
469
Dunvegan Associates
California
$61K +$58.6K +1,758 New
CFA
470
CT Financial Advisors
Pennsylvania
$60K +$68.3K +2,050 New
KTC
471
Kistler-Tiffany Companies
Pennsylvania
$57K
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K +$22.6K +680 +113%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$43K
FWM
474
Focused Wealth Management
New York
$43K +$67 +2 +0.2%
VIA
475
Vantage Investment Advisors
Pennsylvania
$42K

SU Hedge Fund Activity: Q1 2014 in Review

508 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2014, worth a combined $30.2B — up 0.52% from $30B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SU positions and 35 closed out — a net gain of 17 holders — while 197 added to existing stakes and 166 trimmed.

The largest buyer was Invesco, adding an estimated $193M. The largest seller was Fidelity Investments, cutting an estimated $238M.

  • 508 institutional investors held Suncor Energy (SU) as of Q1 2014, up from 498 in Q4 2013.
  • Funds reported $30.2B of Suncor Energy stock for Q1 2014, up 0.52% quarter-over-quarter.
  • 52 funds opened new Suncor Energy positions in Q1 2014 and 35 closed out, a net change of +17 holders.
  • The largest Suncor Energy buyer in Q1 2014 was Invesco, an estimated $193M added.
  • The largest Suncor Energy seller in Q1 2014 was Fidelity Investments, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2014.