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Suncor Energy

473 hedge funds and large institutions have $28.6B invested in Suncor Energy in 2016 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 50

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

16% more capital invested

Capital invested by funds: $24.5B → $28.6B (+$4.03B)

2% more funds holding

Funds holding: 464473 (+9)

1% less call options, than puts

Call options by funds: $117M | Put options by funds: $118M

2% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 176

1.14% less ownership

Funds ownership: 66.13%64.98% (-1.1%)

Holders
473
Holders Change
+9
Holders Change %
+1.94%
% of All Funds
12.6%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.85%
New
67
Increased
173
Reduced
176
Closed
50
Calls
$117M
Puts
$118M
Net Calls
-$944K
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
26
APG Asset Management
Netherlands
$264M +$29.7M +1,227,189 +20%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$247M +$108M +4,473,797 +102%
Swiss National Bank
28
Swiss National Bank
Switzerland
$231M +$53.3M +2,205,248 +35%
Wells Fargo
29
Wells Fargo
California
$221M -$23.1M -955,296 -11%
BAM
30
Burgundy Asset Management
Ontario, Canada
$212M +$184M +7,612,413 New
IGIM
31
I.G. Investment Management
Manitoba, Canada
$211M +$19.4M +800,850 +12%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$206M +$58.7M +2,425,579 +49%
Legal & General Group
33
Legal & General Group
United Kingdom
$204M +$19.5M +806,644 +12%
AIMCA
34
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$200M -$22.1M -911,572 -14%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$190M -$30.9M -1,275,458 -16%
TIM
36
Thornburg Investment Management
New Mexico
$190M +$164M +6,798,011 New
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$176M -$9.65M -398,847 -6%
Jennison Associates
38
Jennison Associates
New York
$159M -$12.4M -512,567 -8%
LAM
39
Lyrical Asset Management
New York
$148M +$31.3M +1,293,906 +32%
RFC
40
Russell Frank Company
Washington
$148M +$6.76M +279,498 +6%
ClearBridge Investments
41
ClearBridge Investments
New York
$147M +$69.6M +2,877,876 +120%
CA
42
Cortland Advisers
Delaware
$139M -$12.4M -512,493 -9%
Bank of America
43
Bank of America
North Carolina
$133M +$9.67M +399,892 +9%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$131M +$11.8M +487,558 +12%
Goldman Sachs
45
Goldman Sachs
New York
$124M -$814K -33,644 -0.7%
SRAIM
46
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$123M +$2.59M +107,069 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$120M -$14.6M -603,768 -12%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$117M -$11.8M -487,475 -10%
AQR Capital Management
49
AQR Capital Management
Connecticut
$115M +$22.7M +939,501 +30%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$112M +$16.2M +670,458 +27%

SU Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2016, worth a combined $28.6B — up 16% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SU positions and 50 closed out — a net gain of 17 holders — while 173 added to existing stakes and 176 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $416M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $206M sold.

  • 473 institutional investors held Suncor Energy (SU) as of Q1 2016, up from 464 in Q4 2015.
  • Funds reported $28.6B of Suncor Energy stock for Q1 2016, up 16% quarter-over-quarter.
  • 67 funds opened new Suncor Energy positions in Q1 2016 and 50 closed out, a net change of +17 holders.
  • The largest Suncor Energy buyer in Q1 2016 was Capital Research Global Investors, an estimated $416M added.
  • The largest Suncor Energy seller in Q1 2016 was Mackenzie Financial, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2016.