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Suncor Energy

468 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 161

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more capital invested

Capital invested by funds: $28.6B → $29.7B (+$1.11B)

0.89% less ownership

Funds ownership: 64.98%64.1% (-0.89%)

1% less funds holding

Funds holding: 473468 (-5)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

39% less call options, than puts

Call options by funds: $120M | Put options by funds: $198M

Holders
468
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
12.49%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.83%
New
42
Increased
184
Reduced
161
Closed
38
Calls
$120M
Puts
$198M
Net Calls
-$77.9M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
26
APG Asset Management
Netherlands
$280M +$14.1M +512,705 +7%
Swiss National Bank
27
Swiss National Bank
Switzerland
$260M +$23.1M +843,100 +10%
BA
28
BlackRock Advisors
Delaware
$247M +$182M +6,622,549 +292%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$226M +$38.5M +1,402,756 +21%
Wells Fargo
30
Wells Fargo
California
$225M +$4.17M +152,066 +2%
BAM
31
Burgundy Asset Management
Ontario, Canada
$206M -$3.4M -124,100 -2%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$206M +$580K +21,165 +0.3%
Legal & General Group
33
Legal & General Group
United Kingdom
$202M +$666K +24,296 +0.3%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$179M +$177M +6,449,569 New
AIMCA
35
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$174M -$18.5M -673,484 -12%
TIM
36
Thornburg Investment Management
New Mexico
$169M -$18.5M -675,000 -10%
Jennison Associates
37
Jennison Associates
New York
$160M +$1.2M +43,592 +0.8%
ClearBridge Investments
38
ClearBridge Investments
New York
$158M +$11.5M +420,052 +8%
BIM
39
BlackRock Investment Management
Delaware
$155M +$65M +2,370,467 +74%
LAM
40
Lyrical Asset Management
New York
$153M +$5M +182,295 +3%
EA
41
Emerald Acquisition
Washington
$148M +$147M +5,369,013 New
Bank of America
42
Bank of America
North Carolina
$147M +$14.2M +518,095 +11%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$130M +$200K +7,288 +0.2%
SRAIM
44
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$127M +$6.1M +222,537 +5%
Ameriprise
45
Ameriprise
Minnesota
$127M +$76.9M +2,804,182 +159%
Fidelity International
46
Fidelity International
Bermuda
$118M +$6.38M +232,822 +6%
Mawer Investment Management
47
Mawer Investment Management
Alberta, Canada
$118M +$3.19M +116,191 +4%
AQR Capital Management
48
AQR Capital Management
Connecticut
$115M +$1.97M +71,839 +2%
CA
49
Cortland Advisers
Delaware
$115M -$23.4M -855,002 -17%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$112M -$3.94M -143,804 -3%

SU Hedge Fund Activity: Q2 2016 in Review

468 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2016, worth a combined $29.7B — up 3.9% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SU positions and 38 closed out — a net gain of 4 holders — while 184 added to existing stakes and 161 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $438M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $549M sold.

  • 468 institutional investors held Suncor Energy (SU) as of Q2 2016, down from 473 in Q1 2016.
  • Funds reported $29.7B of Suncor Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
  • 42 funds opened new Suncor Energy positions in Q2 2016 and 38 closed out, a net change of +4 holders.
  • The largest Suncor Energy buyer in Q2 2016 was Wellington Management Group, an estimated $438M added.
  • The largest Suncor Energy seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $549M sold.

Based on aggregated 13F filings for Q2 2016.