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Suncor Energy

539 hedge funds and large institutions have $38.2B invested in Suncor Energy in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 34

27% more capital invested

Capital invested by funds: $30.2B → $38.2B (+$8.02B)

18% more call options, than puts

Call options by funds: $231M | Put options by funds: $196M

10% more funds holding in top 10

Funds holding in top 10: 4246 (+4)

6% more funds holding

Funds holding: 508539 (+31)

2.16% more ownership

Funds ownership: 58.72%60.88% (+2.2%)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 207

Holders
539
Holders Change
+31
Holders Change %
+6.1%
% of All Funds
15.49%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.32%
New
67
Increased
175
Reduced
207
Closed
34
Calls
$231M
Puts
$196M
Net Calls
+$34.6M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WHV Investments
California
$382M -$13.1M -335,964 -4%
Fidelity International
27
Fidelity International
Bermuda
$362M -$20.5M -527,272 -6%
SRAIM
28
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$355M -$9.67M -248,212 -3%
Jennison Associates
29
Jennison Associates
New York
$348M -$8.48M -217,598 -3%
BA
30
BlackRock Advisors
Delaware
$293M -$36.2M -930,485 -12%
AII
31
AGF Investments Inc
Ontario, Canada
$275M -$17.7M -453,388 -7%
Capital Research Global Investors
32
Capital Research Global Investors
California
$263M +$240M +6,170,000 New
Legal & General Group
33
Legal & General Group
United Kingdom
$254M -$4.25M -109,207 -2%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$248M -$4.09M -104,900 -2%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$247M -$7.01M -180,000 -3%
TCM
36
Tetrem Capital Management
Manitoba, Canada
$233M -$22M -564,016 -10%
SI
37
Sentry Investments
Ontario, Canada
$231M +$17M +436,148 +9%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$220M +$18.3M +468,683 +10%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$218M +$31.1M +798,700 +20%
CA
40
Cortland Advisers
Delaware
$216M
Swiss National Bank
41
Swiss National Bank
Switzerland
$195M -$7.41M -190,100 -4%
RFC
42
Russell Frank Company
Washington
$186M +$21.5M +551,217 +14%
Deutsche Bank
43
Deutsche Bank
Germany
$180M -$1.72M -44,030 -1%
CS
44
Credit Suisse
Switzerland
$167M +$36.5M +936,114 +32%
BIM
45
BlackRock Investment Management
Delaware
$161M -$5.44M -139,644 -4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$161M -$8.85M -227,146 -6%
FPP
47
Findlay Park Partners
United Kingdom
$150M +$27.4M +704,620 +25%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$146M +$115M +2,956,668 +626%
O
49
OppenheimerFunds
New York
$146M -$3.48M -89,450 -3%
APG Asset Management
50
APG Asset Management
Netherlands
$145M +$27.9M +717,108 +27%

SU Hedge Fund Activity: Q2 2014 in Review

539 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2014, worth a combined $38.2B — up 27% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SU positions and 34 closed out — a net gain of 33 holders — while 175 added to existing stakes and 207 trimmed.

The largest buyer was Norges Bank, adding an estimated $500M. The largest seller was Greystone Managed Investments, exiting entirely with an estimated $143M sold.

  • 539 institutional investors held Suncor Energy (SU) as of Q2 2014, up from 508 in Q1 2014.
  • Funds reported $38.2B of Suncor Energy stock for Q2 2014, up 27% quarter-over-quarter.
  • 67 funds opened new Suncor Energy positions in Q2 2014 and 34 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q2 2014 was Norges Bank, an estimated $500M added.
  • The largest Suncor Energy seller in Q2 2014 was Greystone Managed Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2014.