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Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
451
Acima Private Wealth
Virginia
$32K +$37.5K +1,130 New
WANY
452
Wealthspire Advisors (New York)
New York
$32K +$38.1K +1,148 New
Rockefeller Capital Management
453
Rockefeller Capital Management
New York
$31K +$36.3K +1,092 New
BNP Paribas Financial Markets
454
BNP Paribas Financial Markets
France
$30.1K +$10.6K +320 +42%
JCM
455
Jacobi Capital Management
Pennsylvania
$30K -$211K -6,339 -86%
RWA
456
Ropes Wealth Advisors
Massachusetts
$30K -$120K -3,597 -77%
TJHA
457
Thomas J. Herzfeld Advisors
Florida
$29K +$8.31K +250 +31%
MOS
458
MGO One Seven
Ohio
$28K +$34.1K +1,026 New
LB
459
Legacy Bridge
Iowa
$27K +$32.2K +970 New
MFW
460
Mosaic Family Wealth
Missouri
$26K
AAMU
461
Amundi Asset Management US
Massachusetts
$25.1K +$2.95M +88,835 +11%
BGIM
462
Brandywine Global Investment Management
Pennsylvania
$25K
VFA
463
Valeo Financial Advisors
Indiana
$23K -$10.8K -325 -29%
AWM
464
AllSquare Wealth Management
New York
$23K
WT
465
Whittier Trust
California
$23K
BL
466
Balentine LLC
Georgia
$23K +$14.1K +423 +108%
EFSCE
467
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$9.34K -281 -26%
NWM
468
Northwest Wealth Management
Iowa
$22K
PA
469
Parallel Advisors
California
$22K +$26.1K +785 +2,804%
PCG
470
Private Capital Group
Connecticut
$20K -$7.24K -218 -23%
KTC
471
Kistler-Tiffany Companies
Pennsylvania
$20K
WTB
472
Washington Trust Bank
Washington
$19K
FCA
473
FinTrust Capital Advisors
South Carolina
$18K +$21.6K +650 New
PAMU
474
Pictet Asset Management (UK)
United Kingdom
$17.4K -$166K -5,000 -0.8%
CCM
475
Covington Capital Management
California
$17K -$39.9K -1,200 -67%

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.