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Suncor Energy

508 hedge funds and large institutions have $30.2B invested in Suncor Energy in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 166 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

48% more call options, than puts

Call options by funds: $241M | Put options by funds: $162M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 166

2% more funds holding

Funds holding: 498508 (+10)

1.21% more ownership

Funds ownership: 57.51%58.72% (+1.2%)

1% more capital invested

Capital invested by funds: $30B → $30.2B (+$157M)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
14.67%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
52
Increased
197
Reduced
166
Closed
35
Calls
$241M
Puts
$162M
Net Calls
+$78.2M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WHV Investments
California
$325M -$11.2M -335,260 -3%
Fidelity International
27
Fidelity International
Bermuda
$315M +$44.4M +1,331,931 +17%
Jennison Associates
28
Jennison Associates
New York
$293M -$29M -870,277 -9%
BA
29
BlackRock Advisors
Delaware
$273M -$941K -28,243 -0.4%
AII
30
AGF Investments Inc
Ontario, Canada
$241M -$291K -8,747 -0.1%
TCM
31
Tetrem Capital Management
Manitoba, Canada
$213M +$13.4M +401,339 +7%
Legal & General Group
32
Legal & General Group
United Kingdom
$212M -$5.41M -162,445 -3%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$208M -$8.82M -264,900 -4%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$207M -$386K -11,600 -0.2%
CA
35
Cortland Advisers
Delaware
$177M
SI
36
Sentry Investments
Ontario, Canada
$175M -$403K -12,107 -0.2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$167M -$2.03M -60,900 -1%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$164M -$136M -4,095,009 -47%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$154M +$6.82M +204,900 +5%
Deutsche Bank
40
Deutsche Bank
Germany
$150M +$32.6M +978,626 +30%
GMI
41
Greystone Managed Investments
Saskatchewan, Canada
$143M -$140M -4,213,270 -51%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$140M -$1.26M -37,897 -0.9%
RFC
43
Russell Frank Company
Washington
$138M +$2.85M +85,658 +2%
BIM
44
BlackRock Investment Management
Delaware
$137M +$1.7M +50,965 +1%
Bank of America
45
Bank of America
North Carolina
$134M +$6.36M +190,862 +5%
William Blair & Company
46
William Blair & Company
Illinois
$129M -$11.7M -351,441 -9%
SCA
47
SAC Capital Advisors
Connecticut
$123M +$105M +3,163,425 +884%
O
48
OppenheimerFunds
New York
$123M +$17.9M +538,600 +18%
PIC
49
PCJ Investment Counsel
Ontario, Canada
$120M -$4.19M -125,700 -4%
JP Morgan Chase
50
JP Morgan Chase
New York
$113M -$17.7M -532,067 -14%

SU Hedge Fund Activity: Q1 2014 in Review

508 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2014, worth a combined $30.2B — up 0.52% from $30B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SU positions and 35 closed out — a net gain of 17 holders — while 197 added to existing stakes and 166 trimmed.

The largest buyer was Invesco, adding an estimated $193M. The largest seller was Fidelity Investments, cutting an estimated $238M.

  • 508 institutional investors held Suncor Energy (SU) as of Q1 2014, up from 498 in Q4 2013.
  • Funds reported $30.2B of Suncor Energy stock for Q1 2014, up 0.52% quarter-over-quarter.
  • 52 funds opened new Suncor Energy positions in Q1 2014 and 35 closed out, a net change of +17 holders.
  • The largest Suncor Energy buyer in Q1 2014 was Invesco, an estimated $193M added.
  • The largest Suncor Energy seller in Q1 2014 was Fidelity Investments, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2014.