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Suncor Energy

468 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 161

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more capital invested

Capital invested by funds: $28.6B → $29.7B (+$1.11B)

0.89% less ownership

Funds ownership: 64.98%64.1% (-0.89%)

1% less funds holding

Funds holding: 473468 (-5)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

39% less call options, than puts

Call options by funds: $120M | Put options by funds: $198M

Holders
468
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
12.49%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.83%
New
42
Increased
184
Reduced
161
Closed
38
Calls
$120M
Puts
$198M
Net Calls
-$77.9M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$107M -$66.6M -2,430,267 -39%
CS
52
Credit Suisse
Switzerland
$105M +$7.5M +273,472 +8%
GCC
53
Guardian Capital (Canada)
Ontario, Canada
$104M +$7.29M +265,883 +8%
Deutsche Bank
54
Deutsche Bank
Germany
$102M -$2.84M -103,569 -3%
MTB
55
Mizuho Trust & Banking
Japan
$99.6M +$104K +3,806 +0.1%
AII
56
AGF Investments Inc
Ontario, Canada
$93.9M +$54.2M +1,975,563 +140%
CAM
57
Cidel Asset Management
Ontario, Canada
$92.1M +$518K +18,885 +0.6%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$91.7M +$57.5K +2,096 +0.1%
HCM
59
Highfields Capital Management
Massachusetts
$87.3M +$86.4M +3,150,000 New
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$80.3M -$17M -619,600 -18%
PC
61
Polar Capital
United Kingdom
$78.9M +$22.6M +823,425 +50%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$77.2M +$19.4M +708,674 +34%
PIC
63
PCJ Investment Counsel
Ontario, Canada
$71.3M +$8.23M +300,190 +13%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$69.4M -$99.8K -3,640 -0.1%
LWCA
65
Locust Wood Capital Advisers
New York
$68.6M +$5.66M +206,355 +9%
OTPPB
66
Ontario Teachers' Pension Plan Board
Ontario, Canada
$66M +$65.3M +2,381,850 +25,434%
Goldman Sachs
67
Goldman Sachs
New York
$65.2M -$57.7M -2,105,783 -47%
SC
68
Scotia Capital
Ontario, Canada
$63M +$9.67M +352,572 +18%
JP Morgan Chase
69
JP Morgan Chase
New York
$62.8M -$2.43M -88,457 -4%
NIMC
70
NWQ Investment Management Company
California
$62M -$9.56M -348,720 -13%
Morgan Stanley
71
Morgan Stanley
New York
$58.1M +$11.8M +431,280 +26%
DAC
72
Dividend Assets Capital
South Carolina
$56.6M +$511K +18,645 +0.9%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$54.4M -$3.07M -112,126 -5%
Korea Investment Corp
74
Korea Investment Corp
South Korea
$52.7M +$7.34M +267,900 +16%
Ninety One (UK)
75
Ninety One (UK)
United Kingdom
$50.4M +$17.1M +622,709 +52%

SU Hedge Fund Activity: Q2 2016 in Review

468 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2016, worth a combined $29.7B — up 3.9% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SU positions and 38 closed out — a net gain of 4 holders — while 184 added to existing stakes and 161 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $438M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $549M sold.

  • 468 institutional investors held Suncor Energy (SU) as of Q2 2016, down from 473 in Q1 2016.
  • Funds reported $29.7B of Suncor Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
  • 42 funds opened new Suncor Energy positions in Q2 2016 and 38 closed out, a net change of +4 holders.
  • The largest Suncor Energy buyer in Q2 2016 was Wellington Management Group, an estimated $438M added.
  • The largest Suncor Energy seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $549M sold.

Based on aggregated 13F filings for Q2 2016.