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Suncor Energy

508 hedge funds and large institutions have $30.2B invested in Suncor Energy in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 166 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

48% more call options, than puts

Call options by funds: $241M | Put options by funds: $162M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 166

2% more funds holding

Funds holding: 498508 (+10)

1.21% more ownership

Funds ownership: 57.51%58.72% (+1.2%)

1% more capital invested

Capital invested by funds: $30B → $30.2B (+$157M)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
14.67%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
52
Increased
197
Reduced
166
Closed
35
Calls
$241M
Puts
$162M
Net Calls
+$78.2M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
476
Westport Resources Management
Connecticut
$35K -$3.03K -91 -8%
AC
477
Alexandria Capital
Virginia
$35K
FMT
478
First Mercantile Trust
Tennessee
$35K +$1.63K +49 +5%
GXMC
479
Global X Management Company
New York
$32K +$30.2K +906 New
DSC
480
Duncker Streett & Co
Missouri
$30K
FNBT
481
FineMark National Bank & Trust
Florida
$30K +$16.7K +500 +138%
NCM
482
Nelson Capital Management
California
$28K
LIA
483
LS Investment Advisors
Michigan
$27K
NES
484
New England Securities
New York
$27K
SFPIA
485
Stevens First Principles Investment Advisors
California
$23K
ACS
486
Archford Capital Strategies
Illinois
$22.3K +$21.2K +638 New
ST
487
Smithfield Trust
Pennsylvania
$21K
BGIM
488
Brandywine Global Investment Management
Pennsylvania
$20K
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
1IC
490
1919 Investment Counsel
Maryland
$18K
LNB
491
Ledyard National Bank
$18K
PG
492
PEAK6 Group
Illinois
$17K +$4.06K +122 +32%
SSB
493
Sandy Spring Bank
Maryland
$17K +$15.8K +475 New
TCM
494
Tradewinds Capital Management
Washington
$14K
PSC
495
Prentiss Smith & Co
Vermont
$13K
PTC
496
Private Trust Company
Ohio
$10K -$13.2K -395 -58%
PAS
497
Partnervest Advisory Services
California
$10K
TWM
498
Torch Wealth Management
Ohio
$10K
AF
499
Arrow Financial
New York
$7K
MWP
500
MYCIO Wealth Partners
Pennsylvania
$7K

SU Hedge Fund Activity: Q1 2014 in Review

508 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2014, worth a combined $30.2B — up 0.52% from $30B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SU positions and 35 closed out — a net gain of 17 holders — while 197 added to existing stakes and 166 trimmed.

The largest buyer was Invesco, adding an estimated $193M. The largest seller was Fidelity Investments, cutting an estimated $238M.

  • 508 institutional investors held Suncor Energy (SU) as of Q1 2014, up from 498 in Q4 2013.
  • Funds reported $30.2B of Suncor Energy stock for Q1 2014, up 0.52% quarter-over-quarter.
  • 52 funds opened new Suncor Energy positions in Q1 2014 and 35 closed out, a net change of +17 holders.
  • The largest Suncor Energy buyer in Q1 2014 was Invesco, an estimated $193M added.
  • The largest Suncor Energy seller in Q1 2014 was Fidelity Investments, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2014.