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Suncor Energy

570 hedge funds and large institutions have $47.1B invested in Suncor Energy in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $374M | Put options by funds: $103M

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

24% more capital invested

Capital invested by funds: $37.9B → $47.1B (+$9.13B)

5% more funds holding

Funds holding: 545570 (+25)

0.39% less ownership

Funds ownership: 66.88%66.48% (-0.39%)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 211

Holders
570
Holders Change
+25
Holders Change %
+4.59%
% of All Funds
13.05%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.01%
New
78
Increased
176
Reduced
211
Closed
49
Calls
$374M
Puts
$103M
Net Calls
+$271M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
476
Whitnell & Co
Illinois
$54K
CFG
477
Citizens Financial Group
Rhode Island
$52K +$10.1K +258 +26%
CWA
478
Clarus Wealth Advisors
Arizona
$52K +$58.4K +1,500 New
PMFA
479
Plante Moran Financial Advisors
Michigan
$48K -$54.2K -1,390 -54%
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$47K
FGAM
481
Financial Gravity Asset Management
Texas
$47K +$45.4K +1,166 New
VFA
482
Valeo Financial Advisors
Indiana
$44K +$17.3K +444 +68%
WT
483
Washington Trust
Rhode Island
$41K +$39K +1,000 New
MFW
484
Mosaic Family Wealth
Missouri
$38K -$19.9K -512 -35%
OIA
485
OneDigital Investment Advisors
Kansas
$35K
WT
486
Whittier Trust
California
$34K -$3.23K -83 -9%
PCG
487
Private Capital Group
Connecticut
$34K -$1.64K -42 -5%
IBOK
488
Independence Bank of Kentucky
Kentucky
$34K
LIA
489
LS Investment Advisors
Michigan
$34K
AWM
490
AllSquare Wealth Management
New York
$34K +$32.4K +831 New
WTB
491
Washington Trust Bank
Washington
$33K -$5.49K -141 -15%
NCM
492
Nelson Capital Management
California
$33K
NWM
493
Northwest Wealth Management
Iowa
$32K
TFS
494
TrustCore Financial Services
Tennessee
$31K +$5.88K +151 +25%
BCM
495
Brasada Capital Management
Texas
$30K
PCM
496
Peak Capital Management
Colorado
$30K +$28.4K +730 New
CF
497
Centaurus Financial
California
$30K +$28.5K +731 New
BNP Paribas Financial Markets
498
BNP Paribas Financial Markets
France
$29.9K -$106K -2,720 -79%
KTC
499
Kistler-Tiffany Companies
Pennsylvania
$29K
PFA
500
Pathway Financial Advisors
Vermont
$28K

SU Hedge Fund Activity: Q2 2018 in Review

570 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2018, worth a combined $47.1B — up 24% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SU positions and 49 closed out — a net gain of 29 holders — while 176 added to existing stakes and 211 trimmed.

The largest buyer was Fidelity International, adding an estimated $1.52B. The largest seller was Fidelity Investments, cutting an estimated $1.23B.

  • 570 institutional investors held Suncor Energy (SU) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $47.1B of Suncor Energy stock for Q2 2018, up 24% quarter-over-quarter.
  • 78 funds opened new Suncor Energy positions in Q2 2018 and 49 closed out, a net change of +29 holders.
  • The largest Suncor Energy buyer in Q2 2018 was Fidelity International, an estimated $1.52B added.
  • The largest Suncor Energy seller in Q2 2018 was Fidelity Investments, an estimated $1.23B sold.

Based on aggregated 13F filings for Q2 2018.