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Suncor Energy

495 hedge funds and large institutions have $32.1B invested in Suncor Energy in 2017 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 203 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

0% more funds holding

Funds holding: 493495 (+2)

1.37% less ownership

Funds ownership: 66.75%65.38% (-1.4%)

7% less capital invested

Capital invested by funds: $34.4B → $32.1B (-$2.3B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

26% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 203

60% less call options, than puts

Call options by funds: $72.4M | Put options by funds: $182M

Holders
495
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
12.34%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.65%
New
51
Increased
150
Reduced
203
Closed
46
Calls
$72.4M
Puts
$182M
Net Calls
-$109M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
Alexandria Capital
Virginia
$21K
IPC
452
Independent Portfolio Consultants
Florida
$20K -$6.3K -205 -23%
JFGIW
453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$19.6K +636 New
SBL
454
Sargent Bickham Lagudis
Colorado
$18K
FC
455
Ferris Capital
Massachusetts
$18K +$18.4K +600 New
SIC
456
Salem Investment Counselors
North Carolina
$15K +$3.54K +115 +28%
NFG
457
Next Financial Group
Texas
$13K
LF
458
Lee Financial
Texas
$13K +$4.03K +131 +44%
WA
459
Winfield Associates
Ohio
$12K -$2.61K -85 -17%
HDIM
460
Hanson & Doremus Investment Management
Vermont
$11K -$21.5K -700 -65%
TWA
461
TCI Wealth Advisors
Arizona
$11K
BFEC
462
Benjamin F. Edwards & Company
Missouri
$9K
TDC
463
Thompson Davis & Co
Virginia
$9K +$31 +1 +0.3%
TCM
464
Tradewinds Capital Management
Washington
$8K -$1.54K -50 -16%
RBC
465
Roble Belko & Company
Pennsylvania
$8K
OFW
466
Omnia Family Wealth
Florida
$8K +$8.06K +262 New
WA
467
WealthTrust-Arizona
Arizona
$7K
FWM
468
Focused Wealth Management
New York
$7K +$61 +2 +0.9%
FIB
469
First Interstate Bank
Montana
$7K +$1.38K +45 +24%
MIM
470
Macroview Investment Management
Maryland
$7K +$7.47K +243 New
GS
471
Gagnon Securities
New York
$6.76K +$452K +14,702 +7%
ACM
472
AUA Capital Management
Pennsylvania
$6K
M
473
MOTCO
Texas
$6K
OC
474
Oakworth Capital
Alabama
$6K
Macquarie Group
475
Macquarie Group
Australia
$6K +$1.29K +42 +26%

SU Hedge Fund Activity: Q2 2017 in Review

495 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2017, worth a combined $32.1B — down 6.7% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SU positions and 46 closed out — a net gain of 5 holders — while 150 added to existing stakes and 203 trimmed.

The largest buyer was QV Investors, opening a new position worth an estimated $220M. The largest seller was Capital Research Global Investors, cutting an estimated $664M.

  • 495 institutional investors held Suncor Energy (SU) as of Q2 2017, up from 493 in Q1 2017.
  • Funds reported $32.1B of Suncor Energy stock for Q2 2017, down 6.7% quarter-over-quarter.
  • 51 funds opened new Suncor Energy positions in Q2 2017 and 46 closed out, a net change of +5 holders.
  • The largest Suncor Energy buyer in Q2 2017 was QV Investors, an estimated $220M added.
  • The largest Suncor Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $664M sold.

Based on aggregated 13F filings for Q2 2017.