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Suncor Energy

471 hedge funds and large institutions have $31.4B invested in Suncor Energy in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 43

24% more capital invested

Capital invested by funds: $25.4B → $31.4B (+$6.03B)

22% more funds holding in top 10

Funds holding in top 10: 4150 (+9)

20% more call options, than puts

Call options by funds: $264M | Put options by funds: $221M

3% more funds holding

Funds holding: 456471 (+15)

1.8% more ownership

Funds ownership: 57.05%58.85% (+1.8%)

13% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 182

Holders
471
Holders Change
+15
Holders Change %
+3.29%
% of All Funds
15.27%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
1.62%
New
62
Increased
158
Reduced
182
Closed
43
Calls
$264M
Puts
$221M
Net Calls
+$43.2M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
H
51
Hexavest
Quebec, Canada
$112M +$42.9M +1,290,410 +70%
BCIM
52
British Columbia Investment Management
British Columbia, Canada
$104M -$11.8M -354,100 -11%
O
53
OppenheimerFunds
New York
$97.9M +$36.5M +1,098,517 +67%
Wells Fargo
54
Wells Fargo
California
$96.9M +$1.5M +45,135 +2%
SC
55
Scotia Capital
Ontario, Canada
$92.9M +$26.2M +788,923 +44%
Allianz Asset Management
56
Allianz Asset Management
Germany
$92.3M -$150K -4,508 -0.2%
Deutsche Bank
57
Deutsche Bank
Germany
$89.6M +$16.6M +500,212 +25%
Westfield Capital Management
58
Westfield Capital Management
Massachusetts
$88.8M -$2.2M -66,230 -3%
APG Asset Management
59
APG Asset Management
Netherlands
$87.2M -$16M -482,186 -17%
Morgan Stanley
60
Morgan Stanley
New York
$86.4M -$4.24M -127,544 -5%
Citadel Advisors
61
Citadel Advisors
Florida
$86.4M -$10.1M -304,011 -11%
BFA
62
BlackRock Fund Advisors
California
$86.3M +$4.83M +145,100 +6%
Mawer Investment Management
63
Mawer Investment Management
Alberta, Canada
$84.9M +$78.9M +2,370,726 New
MAA
64
Managed Account Advisors
New Jersey
$78.3M -$8.01M -240,917 -10%
Goldman Sachs
65
Goldman Sachs
New York
$75.7M +$21.5M +646,460 +44%
SAM
66
Scotia Asset Management
Ontario, Canada
$75.6M -$6.52M -196,046 -8%
ClearBridge Investments
67
ClearBridge Investments
New York
$72.7M +$4.66M +140,023 +7%
SCA
68
SAC Capital Advisors
Connecticut
$72.2M -$117M -3,518,384 -64%
TCIM
69
TIAA CREF Investment Management
New York
$69.5M -$18.1M -543,938 -22%
MTB
70
Mizuho Trust & Banking
Japan
$65.7M
BII
71
Baring International Investment
United Kingdom
$63.1M +$43.1M +1,296,100 +278%
AC
72
Addenda Capital
Quebec, Canada
$60.8M -$1.69M -50,880 -3%
AllianceBernstein
73
AllianceBernstein
Tennessee
$58.2M -$962K -28,909 -2%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$54.4M +$11.3M +340,701 +29%
BG
75
BlackRock Group
United Kingdom
$52M +$5.45M +163,900 +13%

SU Hedge Fund Activity: Q3 2013 in Review

471 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2013, worth a combined $31.4B — up 24% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SU positions and 43 closed out — a net gain of 19 holders — while 158 added to existing stakes and 182 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $638M. The largest seller was SAC Capital Advisors, cutting an estimated $117M.

  • 471 institutional investors held Suncor Energy (SU) as of Q3 2013, up from 456 in Q2 2013.
  • Funds reported $31.4B of Suncor Energy stock for Q3 2013, up 24% quarter-over-quarter.
  • 62 funds opened new Suncor Energy positions in Q3 2013 and 43 closed out, a net change of +19 holders.
  • The largest Suncor Energy buyer in Q3 2013 was Fidelity Investments, an estimated $638M added.
  • The largest Suncor Energy seller in Q3 2013 was SAC Capital Advisors, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2013.