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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
SHCM
151
Silver Heights Capital Management
Ontario, Canada
$8.66M +$337K +10,130 +3%
DWM
152
Dorchester Wealth Management
Quebec, Canada
$8.63M +$319K +9,604 +3%
Assenagon Asset Management
153
Assenagon Asset Management
Luxembourg
$8.63M -$23.2M -697,706 -69%
GAM
154
Guinness Asset Management
United Kingdom
$8.23M
NAMA
155
Nikko Asset Management Americas
New York
$8.16M +$2.64M +79,575 +38%
FWCM
156
Ferguson Wellman Capital Management
Oregon
$8.07M -$652K -19,635 -6%
RM
157
Resource Management
Louisiana
$8.06M -$245K -7,385 -2%
JAM
158
JCIC Asset Management
Ontario, Canada
$7.89M +$6.98K +210 +0.1%
AAM
159
Advisors Asset Management
Colorado
$7.88M -$829K -24,936 -8%
VRS
160
Virginia Retirement Systems
Virginia
$7.68M -$375K -11,300 -4%
CIM
161
Corbyn Investment Management
Maryland
$7.67M -$53K -1,595 -0.6%
GAM
162
Gotham Asset Management
New York
$7.4M +$8.79M +264,522 New
SM
163
Soapstone Management
Maryland
$6.99M +$1.33M +40,000 +19%
PP
164
Prospector Partners
Connecticut
$6.83M +$213K +6,400 +3%
SFM
165
Soros Fund Management
New York
$6.29M +$7.48M +225,000 New
SDIC
166
South Dakota Investment Council
South Dakota
$5.87M
HA
167
Heartland Advisors
Wisconsin
$5.78M -$188K -5,668 -3%
JG
168
Jefferies Group
New York
$5.68M +$4.88M +146,821 +261%
PHS
169
Pekin Hardy Strauss
Illinois
$5.6M -$226K -6,790 -3%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$5.53M +$6.57M +197,708 New
GF
171
Gabelli Funds
New York
$5.37M
BC
172
Brookfield Corp
Ontario, Canada
$5.25M
WA
173
Wasatch Advisors
Utah
$5.18M +$124K +3,740 +2%
RCIM
174
Russell Clark Investment Management
United Kingdom
$5.17M +$6.14M +184,700 New
VFM
175
Viking Fund Management
North Dakota
$5.04M

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.