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Suncor Energy

539 hedge funds and large institutions have $32.5B invested in Suncor Energy in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $215M | Put options by funds: $152M

1% more capital invested

Capital invested by funds: $32B → $32.5B (+$431M)

0.25% more ownership

Funds ownership: 65.51%65.76% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

1% less funds holding

Funds holding: 547539 (-8)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
539
Holders Change
-8
Holders Change %
-1.46%
% of All Funds
11.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
45
Increased
188
Reduced
209
Closed
49
Calls
$215M
Puts
$152M
Net Calls
+$63.6M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
476
Berman Capital Advisors
Georgia
$14K -$12.6K -420 -49%
SIC
477
Salem Investment Counselors
North Carolina
$13K
PFGIA
478
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$2.11K +70 +21%
AIC
479
Ameritas Investment Company
Nebraska
$13K +$12.3K +410 New
SWA
480
Sutton Wealth Advisors
Florida
$12K
HR
481
Howe & Rusling
New York
$12K -$10.6K -353 -49%
FMTCOCP
482
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
AF
483
Allworth Financial
California
$12K +$30 +1 +0.3%
BCI
484
Brinker Capital Investments
Pennsylvania
$12K +$7.85K +261 +212%
FANJ
485
Financial Architects (New Jersey)
New Jersey
$11K -$48.2K -1,603 -82%
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$11K -$3.43K -114 -24%
LWM
487
Lenox Wealth Management
Ohio
$11K -$3.4K -113 -24%
SSB
488
Sandy Spring Bank
Maryland
$11K
BWM
489
Baystate Wealth Management
Massachusetts
$11K +$90 +3 +0.9%
HDIM
490
Hanson & Doremus Investment Management
Vermont
$10K -$10.3K -341 -51%
PWP
491
Personal Wealth Partners
Minnesota
$10K
ST
492
Smithfield Trust
Pennsylvania
$10K
SGAM
493
Smith Group Asset Management
Texas
$10K +$9.23K +307 New
CIAS
494
Capital Investment Advisory Services
North Carolina
$9K -$54.6K -1,815 -87%
FCA
495
FinTrust Capital Advisors
South Carolina
$9K
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K +$5.47K +182 +184%
IF
497
Ironwood Financial
Arizona
$8K
TCM
498
Tradewinds Capital Management
Washington
$8K
FHA
499
Flagship Harbor Advisors
Massachusetts
$8K +$60 +2 +0.8%
FWM
500
Focused Wealth Management
New York
$8K +$60 +2 +0.8%

SU Hedge Fund Activity: Q3 2019 in Review

539 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2019, worth a combined $32.5B — up 1.3% from $32B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 45 opened new positions — a net loss of 4 holders — while 209 trimmed existing stakes and 188 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $335M. The largest seller was Mawer Investment Management, cutting an estimated $254M.

  • 539 institutional investors held Suncor Energy (SU) as of Q3 2019, down from 547 in Q2 2019.
  • Funds reported $32.5B of Suncor Energy stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 45 funds opened new Suncor Energy positions in Q3 2019 and 49 closed out, a net change of -4 holders.
  • The largest Suncor Energy buyer in Q3 2019 was Massachusetts Financial Services, an estimated $335M added.
  • The largest Suncor Energy seller in Q3 2019 was Mawer Investment Management, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2019.