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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
451
RBC Europe
United Kingdom
$108K -$17.8K -512 -15%
PCP
452
Proficio Capital Partners
Massachusetts
$107K +$2.05K +59 +2%
GWM
453
Geneos Wealth Management
Colorado
$106K +$2.12K +61 +2%
HR
454
Howe & Rusling
New York
$102K -$22.1K -635 -19%
CB
455
Community Bank
New York
$100K +$1.91K +55 +2%
SWM
456
SeaCrest Wealth Management
New York
$100K +$94.4K +2,718 New
CA
457
Calton & Associates
Florida
$94K +$87.2K +2,510 New
PGA
458
Premia Global Advisors
Florida
$94K +$89.9K +2,587 New
GRP
459
Global Retirement Partners
California
$93K +$7.82K +225 +10%
WAM
460
Wolverine Asset Management
Illinois
$84K +$80.2K +2,310 New
SIAS
461
Shine Investment Advisory Services
Colorado
$77K -$1.81K -52 -2%
CCM
462
Covington Capital Management
California
$75K +$8.13K +234 +13%
CFA
463
Carroll Financial Associates
North Carolina
$72K
HFP
464
Holistic Financial Partners
Indiana
$72K +$68.4K +1,969 New
AI
465
ArchPoint Investors
Florida
$65K
ZB
466
Zions Bancorporation
Utah
$65K
WTB
467
Washington Trust Bank
Washington
$64K -$53K -1,525 -47%
BTIS
468
BB&T Investment Services
North Carolina
$63K +$7.19K +207 +13%
EA
469
Edge Advisors
Georgia
$62K +$8.16K +235 +16%
FA
470
Fortis Advisors
Pennsylvania
$62K +$59.1K +1,700 New
CFN
471
Cordasco Financial Network
Florida
$60K
IUHSA
472
Itau Unibanco Holding S.A.
Brazil
$60K +$7.05K +203 +14%
First Manhattan
473
First Manhattan
New York
$55K
KF
474
Krilogy Financial
Missouri
$55K
MFW
475
Mosaic Family Wealth
Missouri
$54K +$50.6K +1,458 New

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.