Suncor Energy
498 hedge funds and large institutions have $30B invested in Suncor Energy in 2013 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 190 increasing their positions, 174 reducing their positions, and 36 closing their positions.
89% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 36
82% more call options, than puts
Call options by funds: $361M | Put options by funds: $198M
6% more funds holding
Funds holding: 471 → 498 (+27)
9% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 174
4% less capital invested
Capital invested by funds: $31.4B → $30B (-$1.4B)
1.33% less ownership
Funds ownership: 58.85% → 57.51% (-1.3%)
16% less funds holding in top 10
Funds holding in top 10: 50 → 42 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$107M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$85M |
| 3 |
Jennison Associates
New York
|
+$79.1M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$77.9M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$66.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$203M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$193M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$190M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$176M |
| 5 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$80.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
526
Walleye Trading
New York
| – | -$101K | -2,868 | Closed |
|
|
OIA
527
Optimum Investment Advisors
Chicago,
Illinois
| – | -$36K | -1,000 | Closed |
|
|
BKBG
528
BHF Kleinwort Benson Group
Brussels,
Belgium
| – | -$28K | -770 | Closed |
|
|
SSG
529
Summit Securities Group
New York
| – | -$24.6K | -700 | Closed |
|
|
VCM
530
Vigilant Capital Management
Portland,
Maine
| – | -$23K | -656 | Closed |
|
|
ACM
531
Antonetti Capital Management
Naples,
Florida
| – | -$21K | -600 | Closed |
|
|
FANJ
532
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$10K | -275 | Closed |
|
|
CAL
533
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$8.95K | -250 | Closed |
|
|
LWA
534
Lenox Wealth Advisors
New York
| – | -$6K | -180 | Closed |
|
|
MMH
535
Menora Mivtachim Holdings
Ramat Gan,
Israel
| – | -$6K | -177 | Closed |
|
SU Hedge Fund Activity: Q4 2013 in Review
498 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2013, worth a combined $30B — down 4.5% from $31.4B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SU positions and 36 closed out — a net gain of 32 holders — while 190 added to existing stakes and 174 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $107M. The largest seller was Wellington Management Group, cutting an estimated $203M.
- 498 institutional investors held Suncor Energy (SU) as of Q4 2013, up from 471 in Q3 2013.
- Funds reported $30B of Suncor Energy stock for Q4 2013, down 4.5% quarter-over-quarter.
- 68 funds opened new Suncor Energy positions in Q4 2013 and 36 closed out, a net change of +32 holders.
- The largest Suncor Energy buyer in Q4 2013 was Credit Suisse, an estimated $107M added.
- The largest Suncor Energy seller in Q4 2013 was Wellington Management Group, an estimated $203M sold.
Based on aggregated 13F filings for Q4 2013.