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Suncor Energy

539 hedge funds and large institutions have $32.5B invested in Suncor Energy in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $215M | Put options by funds: $152M

1% more capital invested

Capital invested by funds: $32B → $32.5B (+$431M)

0.25% more ownership

Funds ownership: 65.51%65.76% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

1% less funds holding

Funds holding: 547539 (-8)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
539
Holders Change
-8
Holders Change %
-1.46%
% of All Funds
11.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
45
Increased
188
Reduced
209
Closed
49
Calls
$215M
Puts
$152M
Net Calls
+$63.6M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
451
Capital Directions Investment Advisors
Georgia
$29K +$27.8K +923 New
SIM
452
Sonora Investment Management
Arizona
$28K
BL
453
Balentine LLC
Georgia
$26K -$5.66K -188 -19%
ZB
454
Zions Bancorporation
Utah
$26K -$2.98K -99 -11%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$26K -$2.86K -95 -10%
WT
456
Whittier Trust
California
$26K
GSWM
457
Golden State Wealth Management
California
$26K +$8.81K +293 +57%
Bessemer Group
458
Bessemer Group
New Jersey
$25K -$162K -5,375 -87%
KTC
459
Kistler-Tiffany Companies
Pennsylvania
$23K
MCM
460
Manchester Capital Management
Vermont
$23K
EFSCE
461
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$90 +3 +0.4%
EI
462
Ellevest Inc
New York
$21K -$15K -500 -42%
BNP Paribas Financial Markets
463
BNP Paribas Financial Markets
France
$20.3K -$100K -3,336 -84%
PB
464
Pinnacle Bancorp
Nebraska
$20K
WCG
465
Weaver Consulting Group
California
$20K
TFS
466
TrustCore Financial Services
Tennessee
$19K -$18K -600 -50%
CCM
467
Covington Capital Management
California
$19K
SBL
468
Sargent Bickham Lagudis
Colorado
$19K
IFAM
469
Institutional & Family Asset Management
Colorado
$19K +$1.53K +51 +9%
TJHA
470
Thomas J. Herzfeld Advisors
Florida
$19K +$2.83K +94 +18%
AssetMark Inc
471
AssetMark Inc
California
$19K +$18.5K +616 New
PA
472
Parallel Advisors
California
$17K -$6.98K -232 -30%
AWM
473
AllSquare Wealth Management
New York
$16K
GWAG
474
Garrett Wealth Advisory Group
Texas
$15.3K +$14.6K +485 New
BCM
475
Barometer Capital Management
Ontario, Canada
$15K +$14.4K +480 New

SU Hedge Fund Activity: Q3 2019 in Review

539 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2019, worth a combined $32.5B — up 1.3% from $32B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 45 opened new positions — a net loss of 4 holders — while 209 trimmed existing stakes and 188 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $335M. The largest seller was Mawer Investment Management, cutting an estimated $254M.

  • 539 institutional investors held Suncor Energy (SU) as of Q3 2019, down from 547 in Q2 2019.
  • Funds reported $32.5B of Suncor Energy stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 45 funds opened new Suncor Energy positions in Q3 2019 and 49 closed out, a net change of -4 holders.
  • The largest Suncor Energy buyer in Q3 2019 was Massachusetts Financial Services, an estimated $335M added.
  • The largest Suncor Energy seller in Q3 2019 was Mawer Investment Management, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2019.