Suncor Energy
475 hedge funds and large institutions have $16.3B invested in Suncor Energy in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 137 closing their positions.
0.36% more ownership
Funds ownership: 66.65% → 67.01% (+0.36%)
14% less call options, than puts
Call options by funds: $76.4M | Put options by funds: $88.6M
16% less funds holding
Funds holding: 564 → 475 (-89)
18% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 195
52% less capital invested
Capital invested by funds: $33.7B → $16.3B (-$17.4B)
60% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 137
81% less funds holding in top 10
Funds holding in top 10: 31 → 6 (-25)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$1.08B |
| 2 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$798M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$365M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$327M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$272M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.87B |
| 2 |
Norges Bank
Oslo,
Norway
|
-$289M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$195M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$150M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$106M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
601
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$2K | -54 | Closed |
|
|
SAM
602
S.A. Mason
Holland,
Michigan
| – | -$2K | -50 | Closed |
|
|
ONST
603
Old North State Trust
Greensboro,
North Carolina
| – | -$1K | -43 | Closed |
|
604
Parallax Volatility Advisers
San Francisco,
California
| – | -$1K | -41 | Closed |
|
|
CAN
605
Claraphi Advisory Network
Aliso Viejo,
United States
| – | +$262 | +10 | New |
|
|
HS
606
Horan Securities
Cincinnati,
United States
| – | +$551 | +21 | New |
|
|
DWM
607
Darwin Wealth Management
Tampa,
Florida
| – | +$970 | +37 | New |
|
SU Hedge Fund Activity: Q1 2020 in Review
475 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2020, worth a combined $16.3B — down 52% from $33.7B a quarter earlier.
Sellers outnumbered buyers: 137 funds closed out of SU and 55 opened new positions — a net loss of 82 holders — while 195 trimmed existing stakes and 160 added.
The largest buyer was Fidelity International, adding an estimated $1.08B. The largest seller was Wellington Management Group, cutting an estimated $1.87B.
- 475 institutional investors held Suncor Energy (SU) as of Q1 2020, down from 564 in Q4 2019.
- Funds reported $16.3B of Suncor Energy stock for Q1 2020, down 52% quarter-over-quarter.
- 55 funds opened new Suncor Energy positions in Q1 2020 and 137 closed out, a net change of -82 holders.
- The largest Suncor Energy buyer in Q1 2020 was Fidelity International, an estimated $1.08B added.
- The largest Suncor Energy seller in Q1 2020 was Wellington Management Group, an estimated $1.87B sold.
Based on aggregated 13F filings for Q1 2020.