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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
51
Fidelity International
Bermuda
$150M +$7.35M +211,479 +5%
TIM
52
Thornburg Investment Management
New Mexico
$143M +$70.6K +2,033 +0.1%
Jennison Associates
53
Jennison Associates
New York
$138M -$7.98M -229,870 -6%
Citadel Advisors
54
Citadel Advisors
Florida
$137M +$9.71M +279,571 +8%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$134M +$8.56M +246,349 +7%
GCC
56
Guardian Capital (Canada)
Ontario, Canada
$133M -$2.64M -75,963 -2%
PI
57
Putnam Investments
Massachusetts
$126M +$42.5M +1,222,263 +55%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$125M +$4.64M +133,522 +4%
Morgan Stanley
59
Morgan Stanley
New York
$121M +$15.7M +453,344 +16%
SC
60
Scotia Capital
Ontario, Canada
$120M +$3.37M +97,000 +3%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$120M +$2.7M +77,806 +2%
CAM
62
Cidel Asset Management
Ontario, Canada
$116M -$1.54M -44,412 -1%
AII
63
AGF Investments Inc
Ontario, Canada
$106M +$14.3M +412,648 +17%
GMI
64
Greystone Managed Investments
Saskatchewan, Canada
$106M +$25.7M +741,175 +35%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$100M +$709K +20,401 +0.8%
Lazard Asset Management
66
Lazard Asset Management
New York
$86.4M +$982K +28,283 +1%
CS
67
Credit Suisse
Switzerland
$85.8M +$4.77M +137,181 +6%
Two Sigma Investments
68
Two Sigma Investments
New York
$84.6M +$40.9M +1,176,728 +105%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$81M +$5.86M +168,789 +8%
SRAIM
70
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$78.5M -$8.52M -245,152 -10%
JP Morgan Chase
71
JP Morgan Chase
New York
$78.2M +$16.5M +475,061 +29%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$77.2M -$2.59M -74,654 -3%
HAM
73
Highstreet Asset Management
Ontario, Canada
$74.8M +$13.7M +393,250 +24%
BAM
74
Burgundy Asset Management
Ontario, Canada
$73.1M -$53.8M -1,549,084 -44%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.5M -$1.4M -40,383 -2%

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.