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Suncor Energy

570 hedge funds and large institutions have $47.1B invested in Suncor Energy in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $374M | Put options by funds: $103M

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

24% more capital invested

Capital invested by funds: $37.9B → $47.1B (+$9.13B)

5% more funds holding

Funds holding: 545570 (+25)

0.39% less ownership

Funds ownership: 66.88%66.48% (-0.39%)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 211

Holders
570
Holders Change
+25
Holders Change %
+4.59%
% of All Funds
13.05%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.01%
New
78
Increased
176
Reduced
211
Closed
49
Calls
$374M
Puts
$103M
Net Calls
+$271M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
CenterStar Asset Management
Illinois
$27K
CTC
502
Central Trust Company
Missouri
$26K
KJWM
503
Kiley Juergens Wealth Management
Washington
$26K +$25.2K +647 New
IFAM
504
Institutional & Family Asset Management
Colorado
$25K +$2.3K +59 +11%
FC
505
Ferris Capital
Massachusetts
$24K
SBL
506
Sargent Bickham Lagudis
Colorado
$24K
AWA
507
Acorn Wealth Advisors
Michigan
$22K
LFA
508
Legacy Financial Advisors
Kentucky
$21K -$1.01K -26 -5%
Simplex Trading
509
Simplex Trading
Illinois
$20K +$19.5K +500 New
BBHC
510
Brown Brothers Harriman & Co
New York
$19K
OIA
511
Optimum Investment Advisors
Illinois
$19K +$18.6K +477 New
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$18K -$351 -9 -2%
TJHA
513
Thomas J. Herzfeld Advisors
Florida
$18K +$17K +436 New
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$6.62K +170 +65%
LF
515
Lee Financial
Texas
$17K
SIC
516
Salem Investment Counselors
North Carolina
$17K
BFEC
517
Benjamin F. Edwards & Company
Missouri
$17K +$39 +1 +0.2%
FHA
518
Flagship Harbor Advisors
Massachusetts
$17K +$17K +436 New
AWM
519
Avior Wealth Management
Nebraska
$16K
TC
520
Trilogy Capital
California
$16K +$1.17K +30 +8%
TL
521
TrueWealth LLC
Georgia
$16K +$9.35K +240 +152%
SWA
522
Sutton Wealth Advisors
Florida
$15.5K
AI
523
ArchPoint Investors
Florida
$15K -$54.5K -1,400 -80%
TWA
524
TCI Wealth Advisors
Arizona
$15K
ST
525
Smithfield Trust
Pennsylvania
$14K

SU Hedge Fund Activity: Q2 2018 in Review

570 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2018, worth a combined $47.1B — up 24% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SU positions and 49 closed out — a net gain of 29 holders — while 176 added to existing stakes and 211 trimmed.

The largest buyer was Fidelity International, adding an estimated $1.52B. The largest seller was Fidelity Investments, cutting an estimated $1.23B.

  • 570 institutional investors held Suncor Energy (SU) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $47.1B of Suncor Energy stock for Q2 2018, up 24% quarter-over-quarter.
  • 78 funds opened new Suncor Energy positions in Q2 2018 and 49 closed out, a net change of +29 holders.
  • The largest Suncor Energy buyer in Q2 2018 was Fidelity International, an estimated $1.52B added.
  • The largest Suncor Energy seller in Q2 2018 was Fidelity Investments, an estimated $1.23B sold.

Based on aggregated 13F filings for Q2 2018.