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Suncor Energy
SU

449 hedge funds and large institutions have $15.9B invested in Suncor Energy in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

75% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $11.6B → $15.9B (+$4.3B)

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

7% more funds holding

Funds holding: 421 → 449 (+28)

0.82% less ownership

Funds ownership: 62.45% → 61.63% (-0.82%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 177

Holders
449
Holders Change
+28
Holders Change %
+6.65%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
77
Increased
124
Reduced
177
Closed
44
Calls
$151M
Puts
$112M
Net Calls
+$39M
Net Calls Change
+$22.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$386M
2
Artisan Partners
Artisan Partners
Wisconsin
+$84.3M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
+$81M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.4M
5
AAMU
Amundi Asset Management US
Massachusetts
+$53.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$302M
2
Dodge & Cox
Dodge & Cox
California
-$84.8M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$78.6M
4
Invesco
Invesco
Georgia
-$74.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$6.03M +$1.13M +76,711 +27%
BlackRock
127
BlackRock
New York
$6.02M -$5.04M -343,137 -49%
Twin Tree Management
128
Twin Tree Management
Texas
$5.76M +$3.08M +209,923 +158%
Voloridge Investment Management
129
Voloridge Investment Management
Florida
$5.42M -$5.89M -400,910 -55%
GAM
130
Guinness Asset Management
United Kingdom
$5.29M -$549K -37,400 -11%
EAM
131
Eagle Asset Management
Florida
$5.17M +$4.52M +307,970 New
CCM
132
Cinctive Capital Management
New York
$5.15M +$2.82M +192,031 +167%
RG
133
Retirement Group
California
$5.03M +$4.41K +300 New
RAM
134
Rempart Asset Management
Canada
$5M +$4.39M +298,656 New
BAM
135
Burgundy Asset Management
Ontario, Canada
$4.63M +$3.74M +254,506 +1,179%
HHAM
136
HITE Hedge Asset Management
Massachusetts
$4.51M +$1.88M +127,678 +91%
KIC
137
Keating Investment Counselors
Florida
$4.38M +$3.83M +260,900 New
AG
138
Aperio Group
California
$4.31M -$2.34M -159,218 -38%
CA
139
CastleArk Alternatives
Illinois
$4.27M +$4.92K +335 +0.1%
MWNA
140
Marshall Wace North America
New York
$4.11M +$2.96M +201,462 +458%
EWA
141
Exencial Wealth Advisors
Oklahoma
$4.02M -$3.8M -258,648 -52%
RM
142
Resource Management
Louisiana
$3.94M -$154K -10,467 -4%
JMPWA
143
JP Morgan Private Wealth Advisors
California
$3.92M -$109K -7,410 -3%
WRF
144
Waddell & Reed Financial
Kansas
$3.91M -$86K -5,855 -2%
WA
145
Wasatch Advisors
Utah
$3.85M +$91.1K +6,200 +3%
Hotchkis & Wiley Capital Management
146
Hotchkis & Wiley Capital Management
California
$3.68M +$3.23M +219,660 New
CG
147
Colony Group
Massachusetts
$3.61M -$5.62M -382,914 -64%
William Blair & Company
148
William Blair & Company
Illinois
$3.32M -$1.18M -80,001 -29%
UIM
149
USS Investment Management
United Kingdom
$3.29M – – –
GF
150
Gabelli Funds
New York
$3.21M – – –
4 5
6
7 8

SU Hedge Fund Activity: Q4 2020 in Review

449 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2020, worth a combined $15.9B — up 37% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SU positions and 44 closed out — a net gain of 33 holders — while 124 added to existing stakes and 177 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $302M.

  • 449 institutional investors held Suncor Energy (SU) as of Q4 2020, up from 421 in Q3 2020.
  • Funds reported $15.9B of Suncor Energy stock for Q4 2020, up 37% quarter-over-quarter.
  • 77 funds opened new Suncor Energy positions in Q4 2020 and 44 closed out, a net change of +33 holders.
  • The largest Suncor Energy buyer in Q4 2020 was Fidelity Investments, an estimated $386M added.
  • The largest Suncor Energy seller in Q4 2020 was Massachusetts Financial Services, an estimated $302M sold.

Based on aggregated 13F filings for Q4 2020.