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Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$355M -$408M -12,267,162 -49%
Caisse de Depot et Placement du Quebec (CDPQ)
27
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$336M
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$319M +$19.2M +577,472 +5%
Berkshire Hathaway
29
Berkshire Hathaway
Nebraska
$301M +$357M +10,758,000 New
Ameriprise
30
Ameriprise
Minnesota
$269M +$57.7M +1,736,097 +22%
Bank of America
31
Bank of America
North Carolina
$268M -$18.7M -564,056 -6%
LAM
32
Lyrical Asset Management
New York
$245M -$10.4M -313,693 -3%
Wells Fargo
33
Wells Fargo
California
$224M +$15M +450,578 +6%
DZ Bank
34
DZ Bank
Germany
$214M -$81.3M -2,445,437 -24%
Mawer Investment Management
35
Mawer Investment Management
Alberta, Canada
$213M +$1.02M +30,823 +0.4%
Deutsche Bank
36
Deutsche Bank
Germany
$207M +$41.1M +1,237,683 +20%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$202M -$39.7M -1,193,915 -14%
ClearBridge Investments
38
ClearBridge Investments
New York
$195M +$8.35M +251,403 +4%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$192M +$64.1M +1,928,193 +39%
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$192M +$25.4M +763,344 +13%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$191M -$29.3M -881,000 -15%
APG Asset Management
42
APG Asset Management
Netherlands
$166M +$30.3M +911,600 +15%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$165M +$32.1M +965,638 +19%
Toronto Dominion Bank
44
Toronto Dominion Bank
Ontario, Canada
$162M -$183M -5,506,145 -49%
QI
45
QV Investors
Alberta, Canada
$158M +$54.1M +1,627,780 +65%
Swiss National Bank
46
Swiss National Bank
Switzerland
$158M -$2.47M -74,300 -1%
Legal & General Group
47
Legal & General Group
United Kingdom
$156M +$4.82M +145,205 +3%
Goldman Sachs
48
Goldman Sachs
New York
$138M -$3.17M -95,452 -2%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$131M -$2.43M -73,276 -2%
GCC
50
Guardian Capital (Canada)
Ontario, Canada
$128M +$9.76M +293,847 +7%

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.