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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
DSC
476
Duncker Streett & Co
Missouri
$51K
RPC
477
Rossmore Private Capital
Connecticut
$50K +$47.3K +1,361 New
UBS AM
478
UBS AM
Illinois
$49.8K +$18K +518 +62%
WC
479
Whitnell & Co
Illinois
$49K -$25K -719 -35%
MOS
480
MGO One Seven
Ohio
$48K +$45.1K +1,297 New
PMFA
481
Plante Moran Financial Advisors
Michigan
$44K -$47.4K -1,366 -53%
AssetMark Inc
482
AssetMark Inc
California
$44K
APA
483
American Portfolios Advisors
New York
$43.2K +$40.8K +1,176 New
EFSCE
484
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
MRCM
485
M&R Capital Management
New Jersey
$33K +$14.5K +417 +83%
OFW
486
Omnia Family Wealth
Florida
$33K +$21.7K +626 +239%
CFG
487
Citizens Financial Group
Rhode Island
$31K -$8.06K -232 -22%
OIA
488
OneDigital Investment Advisors
Kansas
$31K -$2.95K -85 -9%
WT
489
Whittier Trust
California
$31K +$28.9K +831 New
IBOK
490
Independence Bank of Kentucky
Kentucky
$31K +$28.9K +833 New
LIA
491
LS Investment Advisors
Michigan
$30K
NCM
492
Nelson Capital Management
California
$29K
BCM
493
Brasada Capital Management
Texas
$27K +$25.9K +745 New
KTC
494
Kistler-Tiffany Companies
Pennsylvania
$26K
TSW
495
Thompson Siegel & Walmsley
Virginia
$26K +$24.3K +700 New
CHP
496
Cable Hill Partners
Oregon
$25K -$3.44K -99 -13%
AWM
497
Avior Wealth Management
Nebraska
$25K +$9.93K +286 +72%
PFA
498
Pathway Financial Advisors
Vermont
$25K +$23.7K +682 New
CTC
499
Central Trust Company
Missouri
$23K
KJWM
500
Kiley Juergens Wealth Management
Washington
$23K +$22.5K +647 New

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.