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Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
526
TrueWealth LLC
Georgia
$5K -$7.08K -213 -54%
RBC
527
Roble Belko & Company
Pennsylvania
$5K
NFG
528
Next Financial Group
Texas
$5K +$3.26K +98 +142%
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5.58K +168 New
APC
530
Aspire Private Capital
North Carolina
$5K +$5.71K +172 New
AIM
531
Anchor Investment Management
South Carolina
$4.06K
CCM
532
Cribstone Capital Management
Maine
$4K
DBT
533
Dubuque Bank & Trust
Iowa
$4K
TNBTD
534
Trustmark National Bank Trust Department
Mississippi
$4K
ME
535
McIlrath & Eck
Washington
$4K +$3.16K +95 +306%
WIM
536
Westside Investment Management
California
$3.16K
BCI
537
Brinker Capital Investments
Pennsylvania
$3K
HI
538
Hudock Inc
Pennsylvania
$3K
SMG
539
Spectrum Management Group
Indiana
$3K
TI
540
Truehand Inc
New Hampshire
$3K +$3.42K +103 New
BWM
541
BerganKDV Wealth Management
Minnesota
$3K +$3.62K +109 New
SIM
542
Sonora Investment Management
Arizona
$3K +$4.09K +123 New
TWA
543
TCI Wealth Advisors
Arizona
$2K -$10.2K -307 -84%
FRA
544
Front Row Advisors
California
$2K -$6.25K -188 -73%
GWS
545
Glassman Wealth Services
Virginia
$2K
JFGIW
546
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
MRCM
547
M&R Capital Management
New Jersey
$2K
OAJ
548
Ogorek Anthony Joseph
New York
$2K
ACS
549
Archford Capital Strategies
Illinois
$2K +$399 +12 +23%
TAIM
550
TD Ameritrade Investment Management
Nebraska
$2K +$1.1K +33 +77%

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.