We are live on ! Find out more
SU icon

Suncor Energy

571 hedge funds and large institutions have $34.1B invested in Suncor Energy in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 188 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $144M | Put options by funds: $76.4M

41% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 54

15% more capital invested

Capital invested by funds: $29.7B → $34.1B (+$4.46B)

15% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 188

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

3% more funds holding

Funds holding: 557571 (+14)

0.33% more ownership

Funds ownership: 66.06%66.4% (+0.33%)

Holders
571
Holders Change
+14
Holders Change %
+2.51%
% of All Funds
12.36%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.74%
New
76
Increased
216
Reduced
188
Closed
54
Calls
$144M
Puts
$76.4M
Net Calls
+$67.5M
Net Calls Change
-$83.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$17K -$181K -5,544 -91%
AWM
502
AllSquare Wealth Management
New York
$16K -$10.8K -331 -40%
SIM
503
Sonora Investment Management
Arizona
$16K +$12.3K +379 +308%
SIC
504
Salem Investment Counselors
North Carolina
$16K +$13.5K +415 New
FHB
505
First Hawaiian Bank
Hawaii
$15K
OIA
506
Optimum Investment Advisors
Illinois
$15K
FHA
507
Flagship Harbor Advisors
Massachusetts
$15K +$98 +3 +0.6%
DBT
508
Dubuque Bank & Trust
Iowa
$14K +$9.22K +283 +177%
BFEC
509
Benjamin F. Edwards & Company
Missouri
$13K
SWA
510
Sutton Wealth Advisors
Florida
$12.4K
CIAS
511
Capital Investment Advisory Services
North Carolina
$12K -$4.2K -129 -26%
AF
512
Allworth Financial
California
$12K
WAP
513
Wealthcare Advisory Partners
Pennsylvania
$12K
LF
514
Lee Financial
Texas
$12K +$2.51K +77 +26%
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$4.98K +153 +70%
LWM
516
Lenox Wealth Management
Ohio
$12K +$7.78K +239 +190%
FMTCOCP
517
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$12.4K +380 New
AIC
518
Ameritas Investment Company
Nebraska
$12K +$12.5K +385 New
BWM
519
Baystate Wealth Management
Massachusetts
$11K +$98 +3 +0.9%
ST
520
Smithfield Trust
Pennsylvania
$10K -$814 -25 -8%
RIA
521
Realta Investment Advisors
Delaware
$10K +$10.4K +318 New
IF
522
Ironwood Financial
Arizona
$9K
TCM
523
Tradewinds Capital Management
Washington
$9K
SMFS
524
Squar Milner Financial Services
California
$9K +$9.77K +300 New
FWM
525
Focused Wealth Management
New York
$8K +$65 +2 +0.8%

SU Hedge Fund Activity: Q1 2019 in Review

571 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2019, worth a combined $34.1B — up 15% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SU positions and 54 closed out — a net gain of 22 holders — while 216 added to existing stakes and 188 trimmed.

The largest buyer was Sanders Capital, adding an estimated $160M. The largest seller was BlackRock, cutting an estimated $545M.

  • 571 institutional investors held Suncor Energy (SU) as of Q1 2019, up from 557 in Q4 2018.
  • Funds reported $34.1B of Suncor Energy stock for Q1 2019, up 15% quarter-over-quarter.
  • 76 funds opened new Suncor Energy positions in Q1 2019 and 54 closed out, a net change of +22 holders.
  • The largest Suncor Energy buyer in Q1 2019 was Sanders Capital, an estimated $160M added.
  • The largest Suncor Energy seller in Q1 2019 was BlackRock, an estimated $545M sold.

Based on aggregated 13F filings for Q1 2019.