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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
501
Sargent Bickham Lagudis
Colorado
$22K
QAM
502
QCI Asset Management
New York
$22K +$17.4K +500 +500%
TFS
503
TrustCore Financial Services
Tennessee
$22K +$20.8K +600 New
AWA
504
Acorn Wealth Advisors
Michigan
$21K +$19.2K +552 New
LFA
505
Legacy Financial Advisors
Kentucky
$21K +$19.9K +573 New
LF
506
Lee Financial
Texas
$20K +$4.06K +117 +27%
VFA
507
Valeo Financial Advisors
Indiana
$18K +$9.55K +275 +127%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$18K +$11.2K +322 +208%
PAI
509
Pittenger & Anderson Inc
Nebraska
$18K +$17.3K +499 New
AFNAS
510
American Financial Network Advisory Services
California
$16K
WA
511
Winfield Associates
Ohio
$16K
BFEC
512
Benjamin F. Edwards & Company
Missouri
$15K
SIC
513
Salem Investment Counselors
North Carolina
$15K
FPS
514
Fieldpoint Private Securities
Connecticut
$15K +$13.9K +399 New
FRA
515
Front Row Advisors
California
$15K +$14K +404 New
LWA
516
Lenox Wealth Advisors
New York
$15K +$14.1K +406 New
SWA
517
Sutton Wealth Advisors
Florida
$14K
TWA
518
TCI Wealth Advisors
Arizona
$13K
WWM
519
Willingdon Wealth Management
North Carolina
$13K +$12.2K +351 New
FBT
520
First Bank & Trust
South Dakota
$13K +$12.5K +359 New
ST
521
Smithfield Trust
Pennsylvania
$12K -$8.16K -235 -41%
HDIM
522
Hanson & Doremus Investment Management
Vermont
$12K
TL
523
TrueWealth LLC
Georgia
$11K +$10.1K +292 New
RBC
524
Roble Belko & Company
Pennsylvania
$10K
TCM
525
Tradewinds Capital Management
Washington
$10K

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.