We are live on ! Find out more
SU icon

Suncor Energy

557 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $245M | Put options by funds: $93.8M

3% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 192

0.24% less ownership

Funds ownership: 66.3%66.06% (-0.24%)

7% less funds holding

Funds holding: 596557 (-39)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

29% less capital invested

Capital invested by funds: $41.6B → $29.7B (-$12B)

32% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 109

Holders
557
Holders Change
-39
Holders Change %
-6.54%
% of All Funds
12.41%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
74
Increased
198
Reduced
192
Closed
109
Calls
$245M
Puts
$93.8M
Net Calls
+$151M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
126
Natixis Advisors
Massachusetts
$15.4M +$832K +25,045 +5%
MSV
127
MN Services Vermogensbeheer
Netherlands
$15.1M +$20.6M +619,236 New
NIPH
128
NN Investment Partners Holdings
Netherlands
$15M -$3.96M -119,113 -18%
CG
129
Colony Group
Massachusetts
$14.8M -$1.72M -51,893 -9%
BNP Paribas Asset Management
130
BNP Paribas Asset Management
France
$14.2M -$1.55M -46,604 -8%
Man Group
131
Man Group
United Kingdom
$13.7M +$11.6M +347,971 +242%
NWM
132
Nicola Wealth Management
British Columbia, Canada
$13.7M +$4.39M +132,000 +58%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$13.6M +$2.13M +64,189 +15%
NIM
134
Nexus Investment Management
Ontario, Canada
$12.5M -$126K -3,781 -0.8%
DMIC
135
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.3M -$258K -7,758 -2%
CCP
136
Caymus Capital Partners
Texas
$12.1M +$14.4M +433,333 New
HIM
137
Hillsdale Investment Management
Ontario, Canada
$12.1M +$6.04M +181,800 +73%
SIA
138
Sit Investment Associates
Minnesota
$11.5M -$12.1M -363,385 -47%
GCAC
139
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.5M +$785K +23,627 +9%
AllianceBernstein
140
AllianceBernstein
Tennessee
$11.3M +$765K +23,035 +6%
PI
141
Putnam Investments
Massachusetts
$11.2M
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$10.4M +$1.78M +53,653 +17%
JMPWA
143
JP Morgan Private Wealth Advisors
California
$10.1M +$1.88M +56,693 +19%
GS
144
Gagnon Securities
New York
$9.59M +$1.36M +40,862 +14%
AG
145
Aperio Group
California
$9.48M -$464K -13,974 -4%
BDS
146
Banco de Sabadell
Florida
$9.2M +$3.29M +98,924 +45%
CBOA
147
Commonwealth Bank of Australia
Australia
$8.93M -$8.07M -242,866 -43%
WF
148
Welch & Forbes
Massachusetts
$8.84M -$1.68M -50,516 -14%
GP
149
Greenline Partners
New York
$8.76M
MC
150
Martin Currie
United Kingdom
$8.68M +$203K +6,100 +2%

SU Hedge Fund Activity: Q4 2018 in Review

557 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2018, worth a combined $29.7B — down 29% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of SU and 74 opened new positions — a net loss of 35 holders — while 192 trimmed existing stakes and 198 added.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $357M. The largest seller was Fidelity Investments, cutting an estimated $590M.

  • 557 institutional investors held Suncor Energy (SU) as of Q4 2018, down from 596 in Q3 2018.
  • Funds reported $29.7B of Suncor Energy stock for Q4 2018, down 29% quarter-over-quarter.
  • 74 funds opened new Suncor Energy positions in Q4 2018 and 109 closed out, a net change of -35 holders.
  • The largest Suncor Energy buyer in Q4 2018 was Berkshire Hathaway, an estimated $357M added.
  • The largest Suncor Energy seller in Q4 2018 was Fidelity Investments, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2018.