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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Parallel Advisors
California
$10K +$3.13K +90 +49%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$9.55K +$9.03K +260 New
WA
528
WealthTrust-Arizona
Arizona
$9K
FWM
529
Focused Wealth Management
New York
$9K +$69 +2 +0.9%
DBT
530
Dubuque Bank & Trust
Iowa
$9K +$4.52K +130 +124%
HI
531
Hudock Inc
Pennsylvania
$8K
JG
532
Jefferies Group
New York
$8K +$7.29K +210 New
ACM
533
AUA Capital Management
Pennsylvania
$7K
FIB
534
First Interstate Bank
Montana
$7K
M
535
MOTCO
Texas
$7K
OC
536
Oakworth Capital
Alabama
$7K
SSB
537
Sandy Spring Bank
Maryland
$7K +$5K +144 +267%
WCAMG
538
Woodard & Company Asset Management Group
North Carolina
$7K +$6.95K +200 New
BWL
539
Bogart Wealth LLC
Virginia
$6K +$5.21K +150 New
PFBT
540
Parkside Financial Bank & Trust
Missouri
$6K +$5.8K +167 New
AIM
541
Anchor Investment Management
South Carolina
$5.32K
WIM
542
Westside Investment Management
California
$4.26K +$3.92K +113 New
AF
543
Allworth Financial
California
$4K
IF
544
Ironwood Financial
Arizona
$4K
DCM
545
Delpha Capital Management
New York
$4K +$3.89K +112 New
CAW
546
Cornerstone Advisors (Washington)
Washington
$3K
BL
547
Balentine LLC
Georgia
$3K +$764 +22 +31%
Financial Engines Advisors
548
Financial Engines Advisors
California
$3K +$2.43K +70 New
FGC
549
Financial Gravity Companies
Texas
$3K +$2.92K +84 New
DAM
550
Delta Asset Management
Tennessee
$2K

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.