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Suncor Energy

539 hedge funds and large institutions have $32.5B invested in Suncor Energy in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 209 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $215M | Put options by funds: $152M

1% more capital invested

Capital invested by funds: $32B → $32.5B (+$431M)

0.25% more ownership

Funds ownership: 65.51%65.76% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

8% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 49

1% less funds holding

Funds holding: 547539 (-8)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 209

Holders
539
Holders Change
-8
Holders Change %
-1.46%
% of All Funds
11.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
45
Increased
188
Reduced
209
Closed
49
Calls
$215M
Puts
$152M
Net Calls
+$63.6M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
551
United Capital Financial Advisors
Texas
-$574K -18,428 Closed
First Trust Advisors
552
First Trust Advisors
Illinois
-$448K -14,379 Closed
BOC
553
Barbara Oil Co
Illinois
-$436K -14,000 Closed
BCM
554
Becker Capital Management
Oregon
-$390K -12,515 Closed
CMANY
555
Capital Management Associates (New York)
New York
-$318K -10,200 Closed
IA
556
IFG Advisory
Georgia
-$151K -10,120 Closed
KAM
557
Kassirer Asset Management
Ontario, Canada
-$279K -8,964 Closed
SCP
558
Syntal Capital Partners
Texas
-$260K -8,373 Closed
BF
559
BOK Financial
Oklahoma
-$250K -8,044 Closed
AIP
560
Almanack Investment Partners
Pennsylvania
-$138K -4,444 Closed
YWP
561
YorkBridge Wealth Partners
New York
-$59K -1,892 Closed
OIA
562
OneDigital Investment Advisors
Kansas
-$50K -1,600 Closed
PCP
563
Proficio Capital Partners
Massachusetts
-$50K -1,600 Closed
CWA
564
Clarus Wealth Advisors
Arizona
-$47K -1,500 Closed
DSC
565
Duncker Streett & Co
Missouri
-$43K -1,389 Closed
ESB
566
Essex Savings Bank
Connecticut
-$40K -1,266 Closed
DWM
567
Doyle Wealth Management
Florida
-$38K -1,210 Closed
VLKIM
568
Van Lanschot Kempen Investment Management
Netherlands
-$46K -1,114 Closed
ACA
569
Atlas Capital Advisors
Wyoming
-$26.8K -860 Closed
Federated Hermes
570
Federated Hermes
Pennsylvania
-$25K -790 Closed
CAL
571
Capital Advisors Ltd
Ohio
-$19K -594 Closed
TNBTD
572
Trustmark National Bank Trust Department
Mississippi
-$8K -250 Closed
SMFS
573
Squar Milner Financial Services
California
-$5K -148 Closed
CCM
574
Cribstone Capital Management
Maine
-$4K -137 Closed
PMFA
575
Plante Moran Financial Advisors
Michigan
-$4K -130 Closed

SU Hedge Fund Activity: Q3 2019 in Review

539 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2019, worth a combined $32.5B — up 1.3% from $32B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 45 opened new positions — a net loss of 4 holders — while 209 trimmed existing stakes and 188 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $335M. The largest seller was Mawer Investment Management, cutting an estimated $254M.

  • 539 institutional investors held Suncor Energy (SU) as of Q3 2019, down from 547 in Q2 2019.
  • Funds reported $32.5B of Suncor Energy stock for Q3 2019, up 1.3% quarter-over-quarter.
  • 45 funds opened new Suncor Energy positions in Q3 2019 and 49 closed out, a net change of -4 holders.
  • The largest Suncor Energy buyer in Q3 2019 was Massachusetts Financial Services, an estimated $335M added.
  • The largest Suncor Energy seller in Q3 2019 was Mawer Investment Management, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2019.