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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
AWM
626
AE Wealth Management
Kansas
– -$278K -8,503 Closed
WCA
627
Waratah Capital Advisors
Ontario, Canada
– -$268K -8,370 Closed
BTWM
628
Baker Tilly Wealth Management
Wisconsin
– -$268K -8,355 Closed
SRL
629
Scientech Research LLC
New Jersey
– -$240K -7,497 Closed
SC
630
Sapient Capital
Indiana
– -$237K -7,390 Closed
CC
631
Centiva Capital
New York
– -$232K -7,253 Closed
CG
632
Cynosure Group
Utah
– -$229K -7,161 Closed
PWG
633
Portside Wealth Group
Utah
– -$212K -6,625 Closed
AAS
634
Avantax Advisory Services
Texas
– -$205K -6,389 Closed
IWA
635
Icon Wealth Advisors
Texas
– -$196K -6,104 Closed
WCM
636
Winthrop Capital Management
Indiana
– -$127K -3,963 Closed
MA
637
Montag & Associates
Georgia
– -$109K -3,400 Closed
GWS
638
Glassman Wealth Services
Virginia
– -$36.9K -1,152 Closed
HI
639
Horizon Investments
North Carolina
– -$30.9K -963 Closed
AT
640
Arlington Trust
Alabama
– -$12.9K -402 Closed
LFA
641
Livelsberger Financial Advisory
Ohio
– -$11.7K -364 Closed
SC
642
SouthState Corp
Florida
– -$10.4K -325 Closed
FA
643
Financial Avengers
California
– -$8.68K -271 Closed
ACM
644
Accent Capital Management
Ohio
– -$8.01K -250 Closed
BWM
645
BKM Wealth Management
Wisconsin
– -$7.37K -230 Closed
AA
646
Addison Advisors
Vermont
– -$5.77K -180 Closed
ETC
647
Exchange Traded Concepts
Oklahoma
– -$4.55K -142 Closed
WT
648
Washington Trust
Rhode Island
– -$4.33K -135 Closed
TFGT
649
TS Financial Group (TSFG)
Illinois
– -$3K -80 Closed
JFA
650
JNBA Financial Advisors
Minnesota
– -$353 -11 Closed
23 24 25
26
27

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.