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Suncor Energy
SU

596 hedge funds and large institutions have $32.4B invested in Suncor Energy in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 222 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $527M | Put options by funds: $403M

23% more capital invested

Capital invested by funds: $26.2B → $32.4B (+$6.16B)

20% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 55

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

4.91% more ownership

Funds ownership: 62.75% → 67.66% (+4.9%)

1% more funds holding

Funds holding: 591 → 596 (+5)

8% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 222

Holders
596
Holders Change
+5
Holders Change %
+0.85%
% of All Funds
8.59%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
66
Increased
205
Reduced
222
Closed
55
Calls
$527M
Puts
$403M
Net Calls
+$124M
Net Calls Change
+$86.1M

Top Buyers

1
EIM
Elliott Investment Management
Florida
+$1.44B
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$349M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$260M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M
5
Artisan Partners
Artisan Partners
Wisconsin
+$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$312M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$158M
3
ClearBridge Investments
ClearBridge Investments
New York
-$146M
4
Dodge & Cox
Dodge & Cox
California
-$128M
5
Fidelity International
Fidelity International
Bermuda
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
551
Albion Financial Group
Utah
$7.31K – – –
WOC
552
West Oak Capital
California
$7K – – –
RFG
553
RFP Financial Group
Georgia
$6.79K -$1.72K -51 -22%
APC
554
Aspire Private Capital
North Carolina
$6.35K – – –
FFA
555
Frazier Financial Advisors
Ohio
$6.24K -$740 -22 -12%
RFG
556
REAP Financial Group
Texas
$6.06K -$18.9K -561 -77%
AA
557
Ancora Advisors
Ohio
$5.57K +$5.08K +151 New
CFFP
558
Center for Financial Planning
Michigan
$5.54K – – –
GI
559
GAMMA Investing
California
$5.5K – – –
PFBT
560
Parkside Financial Bank & Trust
Missouri
$5.32K +$3.67K +109 +311%
QC
561
Quent Capital
New York
$5.17K +$1.68K +50 +56%
SFA
562
Semmax Financial Advisors
North Carolina
$4.8K +$4.07K +121 New
CT
563
Colonial Trust
South Carolina
$4.78K +$875 +26 +25%
CIA
564
Cape Investment Advisory
Georgia
$4.65K -$52.9K -1,572 -93%
TFA
565
Transamerica Financial Advisors
Florida
$4K +$2.76K +82 New
LFA
566
Legend Financial Advisors
Pennsylvania
$3.69K – – –
NFSG
567
Newbridge Financial Services Group
Florida
$3.69K – – –
CFO
568
CVA Family Office
Colorado
$3.58K +$1.04K +31 +47%
SIS
569
Sound Income Strategies
Florida
$3.25K – – –
MIA
570
MeadowBrook Investment Advisors
Michigan
$3.17K – – –
SS
571
Sunbelt Securities
Texas
$3.17K – – –
GWSG
572
GPS Wealth Strategies Group
Colorado
$3.14K +$2.86K +85 New
PCM
573
Penserra Capital Management
California
$3K – – –
TWD
574
True Wealth Design
Ohio
$2.88K +$1.21K +36 +86%
CPG
575
Cornerstone Planning Group
New Jersey
$2.79K +$1.68K +50 +217%
21 22
23
24 25

SU Hedge Fund Activity: Q1 2024 in Review

596 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2024, worth a combined $32.4B — up 23% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SU positions and 55 closed out — a net gain of 11 holders — while 205 added to existing stakes and 222 trimmed.

The largest buyer was Elliott Investment Management, adding an estimated $1.44B. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 596 institutional investors held Suncor Energy (SU) as of Q1 2024, up from 591 in Q4 2023.
  • Funds reported $32.4B of Suncor Energy stock for Q1 2024, up 23% quarter-over-quarter.
  • 66 funds opened new Suncor Energy positions in Q1 2024 and 55 closed out, a net change of +11 holders.
  • The largest Suncor Energy buyer in Q1 2024 was Elliott Investment Management, an estimated $1.44B added.
  • The largest Suncor Energy seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.