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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
FC
476
Ferris Capital
Massachusetts
$17K
SBL
477
Sargent Bickham Lagudis
Colorado
$17K
ESB
478
Essex Savings Bank
Connecticut
$17K +$19.9K +599 New
PB
479
Pinnacle Bancorp
Nebraska
$17K +$20.6K +619 New
LC
480
Lindbrook Capital
California
$17K +$21.4K +643 New
APA
481
American Portfolios Advisors
New York
$16.9K -$51.4K -1,548 -72%
IFAM
482
Institutional & Family Asset Management
Colorado
$16K +$332 +10 +2%
CAM
483
Cresset Asset Management
Illinois
$15K +$17.4K +525 New
BCM
484
Brasada Capital Management
Texas
$14K -$8.14K -245 -33%
CAW
485
Cornerstone Advisors (Washington)
Washington
$14K +$6.21K +187 +61%
Parallax Volatility Advisers
486
Parallax Volatility Advisers
California
$14K +$16.2K +488 New
CIAS
487
Capital Investment Advisory Services
North Carolina
$14K +$16.4K +493 New
FHB
488
First Hawaiian Bank
Hawaii
$13K -$273K -8,216 -95%
OIA
489
Optimum Investment Advisors
Illinois
$13K
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$12.9K +$1.1K +33 +8%
FHA
491
Flagship Harbor Advisors
Massachusetts
$12K +$897 +27 +6%
PWMG
492
Prestige Wealth Management Group
New Jersey
$12K +$14.7K +442 New
BFEC
493
Benjamin F. Edwards & Company
Missouri
$11K
BWM
494
Baystate Wealth Management
Massachusetts
$11K +$100 +3 +0.9%
SWA
495
Sutton Wealth Advisors
Florida
$10.7K
CHP
496
Cable Hill Partners
Oregon
$10K
WAP
497
Wealthcare Advisory Partners
Pennsylvania
$10K
AF
498
Allworth Financial
California
$10K +$9.07K +273 +268%
FPB
499
First PREMIER Bank
South Dakota
$10K +$11.3K +340 New
EWA
500
Evolution Wealth Advisors
Florida
$10K +$12K +360 New

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.