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Suncor Energy

591 hedge funds and large institutions have $26.2B invested in Suncor Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

4% more funds holding

Funds holding: 568591 (+23)

1.31% more ownership

Funds ownership: 61.44%62.75% (+1.3%)

10% more call options, than puts

Call options by funds: $432M | Put options by funds: $394M

5% less capital invested

Capital invested by funds: $27.6B → $26.2B (-$1.41B)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 235

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
80
Increased
186
Reduced
235
Closed
48
Calls
$432M
Puts
$394M
Net Calls
+$38.1M
Net Calls Change
-$490M
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
551
Atlantic Edge Private Wealth Management
Florida
$6.41K +$6.53K +200 New
AFG
552
Albion Financial Group
Utah
$6.34K +$6.46K +198 New
FFA
553
Frazier Financial Advisors
Ohio
$6.12K +$6.24K +191 New
AA
554
Addison Advisors
Vermont
$5.77K +$5.88K +180 New
APC
555
Aspire Private Capital
North Carolina
$5.51K
GI
556
GAMMA Investing
California
$4.93K +$4.87K +149 New
CFFP
557
Center for Financial Planning
Michigan
$4.81K
ETC
558
Exchange Traded Concepts
Oklahoma
$4.55K -$1.67K -51 -26%
WT
559
Washington Trust
Rhode Island
$4.33K -$7.9K -242 -64%
BCMLT
560
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.44K
CT
561
Colonial Trust
South Carolina
$3.35K
LFA
562
Legend Financial Advisors
Pennsylvania
$3.2K
NFSG
563
Newbridge Financial Services Group
Florida
$3.2K
OLVIG
564
Oliver Lagore Vanvalin Investment Group
Michigan
$3.17K +$816 +25 +34%
PCM
565
Penserra Capital Management
California
$3K
TFGT
566
TS Financial Group (TSFG)
Illinois
$3K
QC
567
Quent Capital
New York
$2.88K +$1.63K +50 +125%
SIS
568
Sound Income Strategies
Florida
$2.82K
SS
569
Sunbelt Securities
Texas
$2.75K
MIA
570
MeadowBrook Investment Advisors
Michigan
$2.75K +$2.81K +86 New
LFG
571
Larson Financial Group
Missouri
$2.66K -$1.21K -37 -31%
JWM
572
Janiczek Wealth Management
Colorado
$2.31K
SC
573
Solstein Capital
California
$2.24K
CFO
574
CVA Family Office
Colorado
$2.12K +$2.15K +66 New
CFG
575
CKW Financial Group
Hawaii
$2K +$1.63K +50 New