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Suncor Energy
SU

449 hedge funds and large institutions have $15.9B invested in Suncor Energy in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $11.6B → $15.9B (+$4.3B)

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

7% more funds holding

Funds holding: 421 → 449 (+28)

0.82% less ownership

Funds ownership: 62.45% → 61.63% (-0.82%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 177

Holders
449
Holders Change
+28
Holders Change %
+6.65%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
77
Increased
124
Reduced
177
Closed
44
Calls
$151M
Puts
$112M
Net Calls
+$39M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$386M
2
Artisan Partners
Artisan Partners
Wisconsin
+$84.3M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
+$81M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.4M
5
AAMU
Amundi Asset Management US
Massachusetts
+$53.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
2
Dodge & Cox
Dodge & Cox
California
-$84.8M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$78.6M
4
Invesco
Invesco
Georgia
-$74.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
476
Banque Cantonale Vaudoise
Switzerland
– -$52K -4,300 Closed
FFA
477
Founders Financial Alliance
North Carolina
– -$25K -1,966 Closed
RA
478
Rational Advisors
New York
– -$10K -805 Closed
WCG
479
Weaver Consulting Group
California
– -$9K -697 Closed
CCM
480
Covington Capital Management
California
– -$7K -600 Closed
AWM
481
AllSquare Wealth Management
New York
– -$6K -500 Closed
BBL
482
Beck Bode LLC
Massachusetts
– -$6K -500 Closed
CCM
483
Chiron Capital Management
Florida
– -$2K -200 Closed
FHA
484
Flagship Harbor Advisors
Massachusetts
– -$1K -150 Closed
ONST
485
Old North State Trust
North Carolina
– -$2K -150 Closed
NNP
486
Nachman Norwood & Parrott
South Carolina
– -$2K -143 Closed
CA
487
Clearstead Advisors
Ohio
– -$1K -94 Closed
PWM
488
Provident Wealth Management
Tennessee
– -$1K -91 Closed
TWP
489
TFO Wealth Partners
Ohio
– -$1K -89 Closed
CTB
490
Country Trust Bank
Illinois
– -$1K -69 Closed
JFGIW
491
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1K -60 Closed
LGA
492
Lebenthal Global Advisors
New York
– +$426 +29 New
16 17 18 19
20

SU Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2020, worth a combined $15.9B — up 37% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SU positions and 44 closed out — a net gain of 33 holders — while 124 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $302M.

  • 449 institutional investors held Suncor Energy (SU) as of Q4 2020, up from 421 in Q3 2020.
  • Funds reported $15.9B of Suncor Energy stock for Q4 2020, up 37% quarter-over-quarter.
  • 77 funds opened new Suncor Energy positions in Q4 2020 and 44 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q4 2020 was Fidelity Investments, an estimated $386M added.
  • The largest Suncor Energy seller in Q4 2020 was Massachusetts Financial Services, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.