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Suncor Energy

562 hedge funds and large institutions have $21.6B invested in Suncor Energy in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 197 increasing their positions, 208 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $585M | Put options by funds: $423M

0.85% more ownership

Funds ownership: 57.35%58.2% (+0.85%)

5% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 208

3% less funds holding

Funds holding: 578562 (-16)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

23% less capital invested

Capital invested by funds: $28B → $21.6B (-$6.33B)

28% less funds holding in top 10

Funds holding in top 10: 3928 (-11)

Holders
562
Holders Change
-16
Holders Change %
-2.77%
% of All Funds
9.68%
Holding in Top 10
28
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-28.21%
% of All Funds
0.48%
New
59
Increased
197
Reduced
208
Closed
68
Calls
$585M
Puts
$423M
Net Calls
+$162M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
476
Benjamin F. Edwards & Company
Missouri
$20K
CCA
477
Column Capital Advisors
Indiana
$20K
TC
478
Tacita Capital
Ontario, Canada
$20K
IFAM
479
Institutional & Family Asset Management
Colorado
$17K
MHR
480
Matthew Hamilton Rosenberg
$17K
TFP
481
Tilia Fiduciary Partners
North Carolina
$17K
M
482
MOTCO
Texas
$17K +$19K +600 New
PTC
483
Private Trust Company
Ohio
$16K
SC
484
SouthState Corp
Florida
$16K
VNA
485
Valley National Advisers
Pennsylvania
$16K
ATC
486
Adirondack Trust Company
New York
$15K
EBA
487
Eagle Bay Advisors
New York
$15K
FP
488
Financial Perspectives
Minnesota
$14.8K
PP
489
PFS Partners
New Jersey
$14.1K +$15.8K +500 New
SIC
490
SJS Investment Consulting
Ohio
$14K +$15.5K +490 New
HFM
491
Harvest Fund Management
China
$14K +$15.8K +501 New
APA
492
American Portfolios Advisors
New York
$13.4K -$9.41K -298 -38%
TCOV
493
Trust Company of Vermont
Vermont
$13K +$14.2K +450 New
SIC
494
Salem Investment Counselors
North Carolina
$12K
TWA
495
TCI Wealth Advisors
Arizona
$12K
WWM
496
Wolff Wiese Magana
California
$12K
ST
497
Smithfield Trust
Pennsylvania
$11K -$6.35K -201 -36%
BCM
498
Blume Capital Management
California
$11K
Macquarie Group
499
Macquarie Group
Australia
$11K +$821 +26 +7%
Optiver Holding
500
Optiver Holding
Netherlands
$11K +$11.8K +374 New

SU Hedge Fund Activity: Q3 2022 in Review

562 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2022, worth a combined $21.6B — down 23% from $28B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SU and 59 opened new positions — a net loss of 9 holders — while 208 trimmed existing stakes and 197 added.

The largest buyer was Bank of Montreal, adding an estimated $291M. The largest seller was Fidelity Investments, cutting an estimated $433M.

  • 562 institutional investors held Suncor Energy (SU) as of Q3 2022, down from 578 in Q2 2022.
  • Funds reported $21.6B of Suncor Energy stock for Q3 2022, down 23% quarter-over-quarter.
  • 59 funds opened new Suncor Energy positions in Q3 2022 and 68 closed out, a net change of -9 holders.
  • The largest Suncor Energy buyer in Q3 2022 was Bank of Montreal, an estimated $291M added.
  • The largest Suncor Energy seller in Q3 2022 was Fidelity Investments, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2022.