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Suncor Energy

493 hedge funds and large institutions have $34.4B invested in Suncor Energy in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $99M | Put options by funds: $68.6M

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

0.09% less ownership

Funds ownership: 66.84%66.75% (-0.09%)

0% less funds holding

Funds holding: 494493 (-1)

6% less capital invested

Capital invested by funds: $36.5B → $34.4B (-$2.12B)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

19% less funds holding in top 10

Funds holding in top 10: 3730 (-7)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
12.27%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.75%
New
56
Increased
160
Reduced
190
Closed
50
Calls
$99M
Puts
$68.6M
Net Calls
+$30.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$97.9M -$7.68M -243,918 -7%
SC
52
Scotia Capital
Ontario, Canada
$97.7M +$2.27M +72,046 +2%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$95.9M -$21.8M -693,235 -18%
SRAIM
54
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$95.8M -$15M -477,437 -13%
CA
55
Cortland Advisers
Delaware
$84.6M -$10.1K -322 -0%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$82M -$6.84M -217,300 -8%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$81.8M +$2.93M +93,044 +4%
Morgan Stanley
58
Morgan Stanley
New York
$81.2M +$16.2M +515,416 +24%
Deutsche Bank
59
Deutsche Bank
Germany
$78.9M +$13.8M +439,665 +21%
JP Morgan Chase
60
JP Morgan Chase
New York
$77.1M +$12.8M +404,808 +19%
AQR Capital Management
61
AQR Capital Management
Connecticut
$75.4M -$1.62M -51,424 -2%
CS
62
Credit Suisse
Switzerland
$74M -$13M -412,830 -15%
Fiera Capital (Canada)
63
Fiera Capital (Canada)
Quebec, Canada
$73.8M +$28.7M +909,675 +61%
Citadel Advisors
64
Citadel Advisors
Florida
$72.9M -$6.82M -216,604 -8%
PC
65
Polar Capital
United Kingdom
$72.8M -$18.3M -580,348 -23%
B
66
Barings
North Carolina
$72M +$73.2M +2,323,451 +12,479%
PIC
67
PCJ Investment Counsel
Ontario, Canada
$70.6M -$274K -8,700 -0.4%
TCM
68
Tetrem Capital Management
Manitoba, Canada
$70.3M +$15.6M +495,289 +28%
Credit Agricole
69
Credit Agricole
France
$70.2M -$39.9K -1,266 -0.1%
Lazard Asset Management
70
Lazard Asset Management
New York
$69.7M +$4.26M +135,244 +6%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$68M +$1.38M +43,929 +2%
NIMC
72
NWQ Investment Management Company
California
$65.8M -$2.35M -74,526 -3%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$65M -$2.71M -86,169 -4%
CCM
74
Check Capital Management
California
$63.7M +$29.6M +939,659 +83%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.3M +$64.1M +2,034,766 New

SU Hedge Fund Activity: Q1 2017 in Review

493 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2017, worth a combined $34.4B — down 5.8% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SU positions and 50 closed out — a net gain of 6 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was BlackRock, adding an estimated $742M. The largest seller was Capital Research Global Investors, cutting an estimated $493M.

  • 493 institutional investors held Suncor Energy (SU) as of Q1 2017, down from 494 in Q4 2016.
  • Funds reported $34.4B of Suncor Energy stock for Q1 2017, down 5.8% quarter-over-quarter.
  • 56 funds opened new Suncor Energy positions in Q1 2017 and 50 closed out, a net change of +6 holders.
  • The largest Suncor Energy buyer in Q1 2017 was BlackRock, an estimated $742M added.
  • The largest Suncor Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $493M sold.

Based on aggregated 13F filings for Q1 2017.