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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
VBCP
151
Vollero Beach Capital Partners
New York
$7.74M +$7.78M +289,835 New
WA
152
Wasatch Advisors
Utah
$7.7M -$1.4M -52,059 -15%
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$7.43M -$16.6M -619,411 -69%
PPA
154
Parametric Portfolio Associates
Washington
$7.15M +$341K +12,713 +5%
FWCM
155
Ferguson Wellman Capital Management
Oregon
$7.03M +$337K +12,575 +5%
GCM
156
Graham Capital Management
Connecticut
$6.68M -$1.47M -54,850 -18%
NFA
157
Nationwide Fund Advisors
Ohio
$6.67M +$47.6K +1,776 +0.7%
AC
158
Allstate Corporation
Illinois
$6.61M -$12.3K -460 -0.2%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$6.29M +$1.01M +37,605 +19%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$6.13M +$1.9M +70,881 +45%
CWA
161
Constellation Wealth Advisors
New York
$5.87M -$12.1K -452 -0.2%
AL
162
AJO LP
Pennsylvania
$5.77M -$83.2K -3,100 -1%
Millennium Management
163
Millennium Management
New York
$5.61M -$2.23M -83,017 -28%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$5.46M -$2.16M -80,570 -28%
GCAC
165
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.44M +$18.3K +682 +0.3%
CAM
166
Capstone Asset Management
Texas
$5.27M +$146K +5,437 +3%
BIT
167
BlackRock Institutional Trust
California
$5.02M +$335K +12,480 +7%
QI
168
QS Investors
New York
$4.68M -$735K -27,400 -14%
MAM
169
Majedie Asset Management
United Kingdom
$4.66M +$2.27M +84,709 +94%
UBS AM
170
UBS AM
Illinois
$4.64M +$83.5K +3,112 +2%
Boston Partners
171
Boston Partners
Massachusetts
$4.6M -$1.05M -39,265 -19%
AAM
172
Advisors Asset Management
Colorado
$4.55M -$406K -15,152 -8%
RJA
173
Raymond James & Associates
Florida
$4.52M +$133K +4,974 +3%
CC
174
Cambrian Capital
California
$4.42M -$550K -20,500 -11%
BCM
175
BlueCrest Capital Management
Jersey
$4.39M +$3.34M +124,354 +311%

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.