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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
SC
576
Solstein Capital
California
$2.58K – – –
PCWA
577
Pacific Capital Wealth Advisors
California
$2.36K +$2.15K +64 New
BIA
578
Bell Investment Advisors
California
$2.18K – – –
CFG
579
CKW Financial Group
Hawaii
$2K – – –
VAG
580
VisionPoint Advisory Group
Texas
$1.96K – – –
OLVIG
581
Oliver Lagore Vanvalin Investment Group
Michigan
$1.92K -$1.58K -47 -47%
DFA
582
DHJJ Financial Advisors
Illinois
$1.85K – – –
PAM
583
Palisade Asset Management
Minnesota
$1.7K +$1.55K +46 New
VWA
584
Valued Wealth Advisors
Utah
$1.44K -$20.1K -598 -94%
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$1.41K +$34 +1 +3%
AGWCA
586
Annis Gardner Whiting Capital Advisors
Florida
$1.29K – – –
CP
587
Castleview Partners
Texas
$1.18K -$67 -2 -6%
ME
588
McIlrath & Eck
Washington
$1.14K – – –
BC
589
Broadwater Capital
Massachusetts
$1.11K +$1.01K +30 New
AW
590
Avion Wealth
Texas
$1K – – –
ST
591
Smithfield Trust
Pennsylvania
$1K +$875 +26 New
CPBTD
592
Central Pacific Bank - Trust Division
Hawaii
$821 +$740 +22 New
Group One Trading
593
Group One Trading
Illinois
$812 -$726K -21,576 -100%
LFG
594
Larson Financial Group
Missouri
$738 -$2.12K -63 -76%
PIC
595
Portland Investment Counsel
Ontario, Canada
$207 +$188K +5,600 New
PGAM
596
Princeton Global Asset Management
New Jersey
$171 – – –
LC
597
L1 Capital
Australia
– -$33.5M -789,540 Closed
Alyeska Investment Group
598
Alyeska Investment Group
Illinois
– -$15.4M -481,959 Closed
Simplex Trading
599
Simplex Trading
Illinois
– -$4.84M -143,978 Closed
BCM
600
Bayesian Capital Management
New York
– -$4.41M -137,500 Closed
22 23
24
25 26

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.