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Suncor Energy
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Overview Fund Activity

590 hedge funds and large institutions have $24.4B invested in Suncor Energy in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
9.44%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
82
Increased
205
Reduced
197
Closed
69
Calls
$520M
Puts
$390M
Net Calls
+$130M
Net Calls Change
-$622M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$200M
2
Morgan Stanley
Morgan Stanley
New York
$383M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.33B
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$535M
5
NP
Ninepoint Partners
Ontario, Canada
$93.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$194M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$822M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$344M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$408M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
501
Ameritas Advisory Services
Nebraska
$22.5K +$22.5K +730 New
PTC
502
Private Trust Company
Ohio
$22.2K +$14.4K +465 +186%
CCA
503
Column Capital Advisors
Indiana
$22.2K – – –
TC
504
Tacita Capital
Ontario, Canada
$22K – – –
CT
505
Cambridge Trust
Massachusetts
$21K – – –
CA
506
Clearstead Advisors
Ohio
$20.7K +$17.6K +567 +567%
MIA
507
Milestone Investment Advisors
Wisconsin
$19.9K +$19.9K +641 New
MHR
508
Matthew Hamilton Rosenberg
$18.4K – – –
IFAM
509
Institutional & Family Asset Management
Colorado
$18.3K – – –
SC
510
SouthState Corp
Florida
$18.1K – – –
CAC
511
Core Alternative Capital
Georgia
$18K -$53.6K -1,725 -75%
BC
512
Belmont Capital
California
$17.5K – – –
SSC
513
Syverson Strege & Co
Iowa
$17.1K +$17.1K +551 New
TFP
514
Tilia Fiduciary Partners
North Carolina
$16.9K – – –
FP
515
Financial Perspectives
Minnesota
$16.3K – – –
HWA
516
HHM Wealth Advisors
Tennessee
$16.2K +$16.2K +523 New
EBA
517
Eagle Bay Advisors
New York
$16.2K – – –
PP
518
PFS Partners
New Jersey
$15.9K +$186 +6 +1%
SIC
519
SJS Investment Consulting
Ohio
$15.2K – – –
VNA
520
Valley National Advisers
Pennsylvania
$15K – – –
HFM
521
Harvest Fund Management
China
$15K – – –
ATC
522
Adirondack Trust Company
New York
$14.9K – – –
AIP
523
Ahrens Investment Partners
Louisiana
$13.5K +$13.5K +434 New
SIC
524
Salem Investment Counselors
North Carolina
$12.9K – – –
RFG
525
RFP Financial Group
Georgia
$12.9K – – –
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