We are live on ! Find out more
SU icon

Suncor Energy

468 hedge funds and large institutions have $19.4B invested in Suncor Energy in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 175 increasing their positions, 132 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $233M | Put options by funds: $123M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

33% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 132

22% more capital invested

Capital invested by funds: $15.9B → $19.4B (+$3.49B)

4% more funds holding

Funds holding: 449468 (+19)

1.31% less ownership

Funds ownership: 61.63%60.32% (-1.3%)

Holders
468
Holders Change
+19
Holders Change %
+4.23%
% of All Funds
8.22%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
75
Increased
175
Reduced
132
Closed
53
Calls
$233M
Puts
$123M
Net Calls
+$110M
Net Calls Change
+$71.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
501
Baron Silver Stevens Financial Advisors
Florida
-$4K -263 Closed
SWM
502
Sugarloaf Wealth Management
Georgia
-$3K -194 Closed
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
-$3K -157 Closed
ICP
504
Interchange Capital Partners
Pennsylvania
-$2K -148 Closed
BDWCC
505
B&D White Capital Company
Texas
-$2K -125 Closed
RIM
506
Rockbridge Investment Management
New York
-$2K -113 Closed
FTDI
507
First Trust Direct Indexing
Massachusetts
-$2K -112 Closed
JGIA
508
Jackson Grant Investment Advisers
Connecticut
-$2K -100 Closed
RWA
509
Ropes Wealth Advisors
Massachusetts
-$2K -90 Closed
MIM
510
Merrion Investment Management
New Jersey
-$1K -87 Closed
AWG
511
Altus Wealth Group
Colorado
-$1K -58 Closed
CCA
512
Childress Capital Advisors
Texas
-$1K -53 Closed
SSB
513
Sandy Spring Bank
Maryland
-$1K -50 Closed
FGAM
514
Financial Gravity Asset Management
Texas
-$1K -44 Closed
MFT
515
Moisand Fitzgerald Tamayo
Florida
-$1K -36 Closed
CAAS
516
Capital Asset Advisory Services
Michigan
-$1K -30 Closed
AssetMark Inc
517
AssetMark Inc
California
+$78 +4 New
BWM
518
Baystate Wealth Management
Massachusetts
+$235 +12 New
Simplex Trading
519
Simplex Trading
Illinois
+$1.84M +94,080 New

SU Hedge Fund Activity: Q1 2021 in Review

468 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2021, worth a combined $19.4B — up 22% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SU positions and 53 closed out — a net gain of 22 holders — while 175 added to existing stakes and 132 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $341M. The largest seller was Public Investment Fund, exiting entirely with an estimated $855M sold.

  • 468 institutional investors held Suncor Energy (SU) as of Q1 2021, up from 449 in Q4 2020.
  • Funds reported $19.4B of Suncor Energy stock for Q1 2021, up 22% quarter-over-quarter.
  • 75 funds opened new Suncor Energy positions in Q1 2021 and 53 closed out, a net change of +22 holders.
  • The largest Suncor Energy buyer in Q1 2021 was Mackenzie Financial, an estimated $341M added.
  • The largest Suncor Energy seller in Q1 2021 was Public Investment Fund, an estimated $855M sold.

Based on aggregated 13F filings for Q1 2021.