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Suncor Energy

468 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 161

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more capital invested

Capital invested by funds: $28.6B → $29.7B (+$1.11B)

0.89% less ownership

Funds ownership: 64.98%64.1% (-0.89%)

1% less funds holding

Funds holding: 473468 (-5)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

39% less call options, than puts

Call options by funds: $120M | Put options by funds: $198M

Holders
468
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
12.49%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.83%
New
42
Increased
184
Reduced
161
Closed
38
Calls
$120M
Puts
$198M
Net Calls
-$77.9M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
451
Mosaic Family Wealth
Missouri
$7K
PMFA
452
Plante Moran Financial Advisors
Michigan
$7K +$4.33K +158 +168%
LNB
453
Ledyard National Bank
$6K -$11K -400 -67%
FWM
454
Focused Wealth Management
New York
$6K -$4.74K -173 -44%
AF
455
Allworth Financial
California
$6K +$2.88K +105 +104%
CA
456
Commerzbank Aktiengesellschaft
Germany
$5.77K +$814K +29,696 +17%
SIM
457
Sonora Investment Management
Arizona
$5.55K
QAM
458
QCI Asset Management
New York
$5K +$1.81K +66 +66%
ACS
459
Archford Capital Strategies
Illinois
$5K +$5.4K +197 New
FM
460
Forward Management
California
$4K
AWM
461
Avior Wealth Management
Nebraska
$3K
CBT
462
Central Bank & Trust
Kentucky
$3K
HI
463
Hudock Inc
Pennsylvania
$3K
IF
464
Ironwood Financial
Arizona
$3K
VIA
465
Vantage Investment Advisors
Pennsylvania
$3K +$1.12K +41 +73%
BBHC
466
Brown Brothers Harriman & Co
New York
$2K -$23.7K -865 -91%
TWA
467
TCI Wealth Advisors
Arizona
$2K
AT
468
Arden Trust
Delaware
$1.87K +$159K +5,814 +9%
ED
469
Exane Derivatives
France
$55
JFL
470
Jarislowsky, Fraser Ltd
Quebec, Canada
-$549M -19,626,394 Closed
FPP
471
Findlay Park Partners
United Kingdom
-$70.9M -2,550,000 Closed
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
-$34.6M -1,244,346 Closed
TCA
473
Tortoise Capital Advisors
Kansas
-$8.87M -318,929 Closed
EAM
474
EverPoint Asset Management
Connecticut
-$8.36M -300,000 Closed
WIC
475
Water Island Capital
New York
-$7.96M -285,700 Closed

SU Hedge Fund Activity: Q2 2016 in Review

468 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2016, worth a combined $29.7B — up 3.9% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SU positions and 38 closed out — a net gain of 4 holders — while 184 added to existing stakes and 161 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $438M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $549M sold.

  • 468 institutional investors held Suncor Energy (SU) as of Q2 2016, down from 473 in Q1 2016.
  • Funds reported $29.7B of Suncor Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
  • 42 funds opened new Suncor Energy positions in Q2 2016 and 38 closed out, a net change of +4 holders.
  • The largest Suncor Energy buyer in Q2 2016 was Wellington Management Group, an estimated $438M added.
  • The largest Suncor Energy seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $549M sold.

Based on aggregated 13F filings for Q2 2016.