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Suncor Energy

466 hedge funds and large institutions have $25.3B invested in Suncor Energy in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2.4% more ownership

Funds ownership: 63.48%65.88% (+2.4%)

1% more capital invested

Capital invested by funds: $25.1B → $25.3B (+$292M)

4% less funds holding

Funds holding: 485466 (-19)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

14% less call options, than puts

Call options by funds: $127M | Put options by funds: $149M

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
466
Holders Change
-19
Holders Change %
-3.92%
% of All Funds
13.01%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.78%
New
32
Increased
155
Reduced
181
Closed
49
Calls
$127M
Puts
$149M
Net Calls
-$21.4M
Net Calls Change
+$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
76
Dividend Assets Capital
South Carolina
$43.6M +$12.1M +451,003 +38%
Ninety One (UK)
77
Ninety One (UK)
United Kingdom
$43M -$17.7M -661,443 -29%
AII
78
AGF Investments Inc
Ontario, Canada
$42.7M -$57.9M -2,159,742 -58%
UBS Group
79
UBS Group
Switzerland
$42.7M +$3.63M +135,220 +9%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$41.7M +$7.63M +284,386 +22%
TAM
81
Tiverton Asset Management
Delaware
$40.1M
CCMIC
82
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$38.9M -$5.08M -189,442 -11%
Credit Agricole
83
Credit Agricole
France
$37.3M +$3.71M +138,253 +11%
BG
84
BlackRock Group
United Kingdom
$36.9M +$737K +27,486 +2%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$35.9M +$6.48M +241,496 +22%
SIA
86
Sit Investment Associates
Minnesota
$34.3M -$3.92M -146,087 -10%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$34.2M -$3.28M -122,259 -9%
BAM
88
Baring Asset Management
United Kingdom
$34.1M +$3.28M +122,387 +11%
NEI
89
Northwest & Ethical Investments
Ontario, Canada
$29.9M -$5.57M -207,800 -16%
IIM
90
Intact Investment Management
Quebec, Canada
$29.3M -$3.12M -116,200 -12%
CCM
91
Check Capital Management
California
$29.1M +$790K +29,429 +3%
DekaBank Deutsche Girozentrale
92
DekaBank Deutsche Girozentrale
Germany
$28.6M +$7.19M +268,052 +33%
First Eagle Investment Management
93
First Eagle Investment Management
New York
$28.5M +$28.2M +1,049,956 +8,750%
M&T Bank
94
M&T Bank
New York
$27.8M +$10.8M +404,243 +64%
CP
95
Cumberland Partners
Ontario, Canada
$27.3M +$123K +4,581 +0.4%
AC
96
Addenda Capital
Quebec, Canada
$26.8M +$3.42M +127,360 +14%
Allianz Asset Management
97
Allianz Asset Management
Germany
$26.5M -$3.35M -124,841 -14%
CBOA
98
Commonwealth Bank of Australia
Australia
$26M +$26M +969,911 New
Brown Advisory
99
Brown Advisory
Maryland
$25.9M +$2.67M +99,438 +11%
AT
100
AMF Tjänstepension
Sweden
$24.7M +$204K +7,600 +0.8%

SU Hedge Fund Activity: Q3 2015 in Review

466 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2015, worth a combined $25.3B — up 1.2% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 32 opened new positions — a net loss of 17 holders — while 181 trimmed existing stakes and 155 added.

The largest buyer was Capital Research Global Investors, adding an estimated $255M. The largest seller was William Blair & Company, cutting an estimated $272M.

  • 466 institutional investors held Suncor Energy (SU) as of Q3 2015, down from 485 in Q2 2015.
  • Funds reported $25.3B of Suncor Energy stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 32 funds opened new Suncor Energy positions in Q3 2015 and 49 closed out, a net change of -17 holders.
  • The largest Suncor Energy buyer in Q3 2015 was Capital Research Global Investors, an estimated $255M added.
  • The largest Suncor Energy seller in Q3 2015 was William Blair & Company, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2015.