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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
OWD
601
Osborn Williams & Donohoe
Ohio
-$315K -8,150 Closed
NIMI
602
Natixis Investment Managers International
France
-$307K -7,950 Closed
CCA
603
Checchi Capital Advisers
California
-$287K -7,406 Closed
CI
604
Cowen Inc
New York
-$274K -7,077 Closed
DHFB
605
Dixon Hubard Feinour & Brown
Virginia
-$268K -6,930 Closed
CMBA
606
C.M. Bidwell & Associates
Hawaii
-$267K -6,910 Closed
LWAC
607
Laurel Wealth Advisors (California)
California
-$265K -6,872 Closed
WDA
608
Wendell David Associates
New Hampshire
-$261K -6,750 Closed
Cerity Partners
609
Cerity Partners
New York
-$260K -6,731 Closed
NB
610
NBT Bank
New York
-$259K -6,684 Closed
BFIM
611
Beese Fulmer Investment Management
Ohio
-$250K -6,450 Closed
PFS
612
Prospera Financial Services
Texas
-$254K -6,349 Closed
EWM
613
Evercore Wealth Management
New York
-$245K -6,342 Closed
CAM
614
Carret Asset Management
New York
-$243K -6,272 Closed
CAN
615
Cetera Advisor Networks
California
-$234K -6,072 Closed
VFA
616
Voya Financial Advisors
Connecticut
-$232K -5,904 Closed
AWM
617
Altium Wealth Management
New York
-$227K -5,870 Closed
HCM
618
Howland Capital Management
Massachusetts
-$222K -5,726 Closed
BC
619
Banced Corp
Illinois
-$213K -5,504 Closed
ACM
620
Armbruster Capital Management
New York
-$209K -5,400 Closed
CA
621
Cambridge Advisors
Nebraska
-$209K -5,400 Closed
JIC
622
Johnson Investment Counsel
Ohio
-$208K -5,392 Closed
OPERF
623
Oregon Public Employees Retirement Fund
Oregon
-$206K -5,327 Closed
SKK
624
Shepherd Kaplan Krochuk
Massachusetts
-$205K -5,300 Closed
SAMC
625
Spectrum Asset Management (California)
California
-$205K -5,300 Closed

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.