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Suncor Energy

570 hedge funds and large institutions have $47.1B invested in Suncor Energy in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $374M | Put options by funds: $103M

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

24% more capital invested

Capital invested by funds: $37.9B → $47.1B (+$9.13B)

5% more funds holding

Funds holding: 545570 (+25)

0.39% less ownership

Funds ownership: 66.88%66.48% (-0.39%)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 211

Holders
570
Holders Change
+25
Holders Change %
+4.59%
% of All Funds
13.05%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.01%
New
78
Increased
176
Reduced
211
Closed
49
Calls
$374M
Puts
$103M
Net Calls
+$271M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
526
Cable Hill Partners
Oregon
$14K +$1.68K +43 +14%
HDIM
527
Hanson & Doremus Investment Management
Vermont
$13K -$18.1K -465 -59%
BWM
528
Baystate Wealth Management
Massachusetts
$13K +$12.7K +325 New
TSW
529
Thompson Siegel & Walmsley
Virginia
$12K
VCM
530
Vigilant Capital Management
Maine
$12K +$11.8K +303 New
TCM
531
Tradewinds Capital Management
Washington
$11K
LWA
532
Lenox Wealth Advisors
New York
$10K -$7.25K -186 -44%
WA
533
WealthTrust-Arizona
Arizona
$10K
FWM
534
Focused Wealth Management
New York
$10K +$78 +2 +0.9%
QCIG
535
Quad-Cities Investment Group
Iowa
$10K +$9.2K +236 New
WWMSC
536
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$8.49K +218 New
WCAMG
537
Woodard & Company Asset Management Group
North Carolina
$8.14K
RBC
538
Roble Belko & Company
Pennsylvania
$8K -$3.9K -100 -35%
ACM
539
AUA Capital Management
Pennsylvania
$8K
FIB
540
First Interstate Bank
Montana
$8K
OC
541
Oakworth Capital
Alabama
$8K
RWP
542
RWA Wealth Partners
Massachusetts
$8K +$7.25K +186 New
CWM
543
Cedar Wealth Management
California
$8K +$7.79K +200 New
RWA
544
River Wealth Advisors
Pennsylvania
$8K +$7.79K +200 New
CAW
545
Cornerstone Advisors (Washington)
Washington
$7K +$1.4K +36 +27%
DBT
546
Dubuque Bank & Trust
Iowa
$7K +$6.23K +160 New
CCM
547
Cribstone Capital Management
Maine
$6K
AF
548
Allworth Financial
California
$6K +$1.87K +48 +47%
IAS
549
IMA Advisory Services
Colorado
$6K +$5.96K +153 New
AIM
550
Anchor Investment Management
South Carolina
$5.9K

SU Hedge Fund Activity: Q2 2018 in Review

570 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2018, worth a combined $47.1B — up 24% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SU positions and 49 closed out — a net gain of 29 holders — while 176 added to existing stakes and 211 trimmed.

The largest buyer was Fidelity International, adding an estimated $1.52B. The largest seller was Fidelity Investments, cutting an estimated $1.23B.

  • 570 institutional investors held Suncor Energy (SU) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $47.1B of Suncor Energy stock for Q2 2018, up 24% quarter-over-quarter.
  • 78 funds opened new Suncor Energy positions in Q2 2018 and 49 closed out, a net change of +29 holders.
  • The largest Suncor Energy buyer in Q2 2018 was Fidelity International, an estimated $1.52B added.
  • The largest Suncor Energy seller in Q2 2018 was Fidelity Investments, an estimated $1.23B sold.

Based on aggregated 13F filings for Q2 2018.