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Suncor Energy

591 hedge funds and large institutions have $26.2B invested in Suncor Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

4% more funds holding

Funds holding: 568591 (+23)

1.31% more ownership

Funds ownership: 61.44%62.75% (+1.3%)

10% more call options, than puts

Call options by funds: $432M | Put options by funds: $394M

5% less capital invested

Capital invested by funds: $27.6B → $26.2B (-$1.41B)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 235

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
80
Increased
186
Reduced
235
Closed
48
Calls
$432M
Puts
$394M
Net Calls
+$38.1M
Net Calls Change
-$490M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
501
Matthew Hamilton Rosenberg
$37.1K +$7.25K +222 +24%
GWS
502
Glassman Wealth Services
Virginia
$36.9K +$2.74K +84 +8%
AF
503
Allworth Financial
California
$36.1K -$3.62K -111 -9%
ATC
504
Adirondack Trust Company
New York
$34.4K +$10.2K +313 +46%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$33K +$10.2K +313 +43%
DAM
506
Delta Asset Management
Tennessee
$31.4K
HI
507
Horizon Investments
North Carolina
$30.9K -$11.9K -363 -27%
First Manhattan
508
First Manhattan
New York
$30.4K
TH
509
TCTC Holdings
Texas
$27.2K
HPC
510
HM Payson & Co
Maine
$25.2K
RFS
511
Richardson Financial Services
Massachusetts
$24.7K +$25.2K +771 New
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.6K +$25.1K +769 New
RFG
513
REAP Financial Group
Texas
$23.2K +$23.7K +725 New
HI
514
Harbour Investments
Wisconsin
$22.4K
VWA
515
Valued Wealth Advisors
Utah
$21.9K +$20.8K +637 New
CT
516
Cambridge Trust
Massachusetts
$21.6K
VNA
517
Valley National Advisers
Pennsylvania
$21K +$5.49K +168 +34%
IFAM
518
Institutional & Family Asset Management
Colorado
$18.3K +$163 +5 +0.9%
CA
519
Clearstead Advisors
Ohio
$18.2K -$18.5K -567 -50%
PP
520
PFS Partners
New Jersey
$16.9K +$163 +5 +1%
FP
521
Financial Perspectives
Minnesota
$16.8K
HWA
522
HHM Wealth Advisors
Tennessee
$16.8K
GPFA
523
Game Plan Financial Advisors
Ohio
$16K +$16.3K +500 New
EBA
524
Eagle Bay Advisors
New York
$14.2K -$2.58K -79 -15%
SIC
525
Salem Investment Counselors
North Carolina
$13.3K