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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$346M -$12.6M -361,738 -4%
Bank of America
27
Bank of America
North Carolina
$302M -$61.6M -1,773,600 -18%
LAM
28
Lyrical Asset Management
New York
$287M +$9.38M +270,000 +4%
Wells Fargo
29
Wells Fargo
California
$283M -$19.6M -565,620 -7%
Toronto Dominion Bank
30
Toronto Dominion Bank
Ontario, Canada
$267M -$121M -3,496,608 -33%
QI
31
QV Investors
Alberta, Canada
$265M -$63.1M -1,817,895 -24%
Legal & General Group
32
Legal & General Group
United Kingdom
$251M -$10.9M -312,502 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$249M -$1.23B -35,278,119 -84%
ClearBridge Investments
34
ClearBridge Investments
New York
$249M -$1.11M -32,093 -0.5%
First Eagle Investment Management
35
First Eagle Investment Management
New York
$247M -$1.19M -34,319 -0.5%
Ameriprise
36
Ameriprise
Minnesota
$236M +$8.78M +252,819 +4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$235M -$1.21M -34,900 -0.5%
Mawer Investment Management
38
Mawer Investment Management
Alberta, Canada
$231M +$36.4M +1,048,670 +20%
APG Asset Management
39
APG Asset Management
Netherlands
$222M +$88.2M +2,537,800 +54%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$221M +$31.3M +901,400 +23%
CAM
41
CGOV Asset Management
Ontario, Canada
$216M -$8.29M -238,741 -5%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$212M +$62.4M +1,796,593 +45%
AQR Capital Management
43
AQR Capital Management
Connecticut
$204M -$16.8M -482,908 -8%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$183M +$96.9M +2,790,680 +128%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$177M +$1.19M +34,156 +0.7%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$173M +$95.2M +2,739,650 +139%
Capital International Investors
47
Capital International Investors
California
$165M
Deutsche Bank
48
Deutsche Bank
Germany
$156M +$4.32M +124,462 +3%
Goldman Sachs
49
Goldman Sachs
New York
$152M +$18M +516,783 +14%
OAC
50
OMERS Administration Corp
Ontario, Canada
$151M

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.