Suncor Energy
510 hedge funds and large institutions have $28.7B invested in Suncor Energy in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 85 closing their positions.
2.16% more ownership
Funds ownership: 59.7% → 61.86% (+2.2%)
8% less call options, than puts
Call options by funds: $201M | Put options by funds: $218M
4% less funds holding
Funds holding: 532 → 510 (-22)
8% less funds holding in top 10
Funds holding in top 10: 40 → 37 (-3)
10% less capital invested
Capital invested by funds: $31.7B → $28.7B (-$3.05B)
19% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 85
29% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 217
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$593M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$380M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$181M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$128M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$230M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$111M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$108M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$97.6M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$93.5M |
SU Hedge Fund Activity: Q4 2014 in Review
510 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2014, worth a combined $28.7B — down 9.6% from $31.7B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of SU and 69 opened new positions — a net loss of 16 holders — while 217 trimmed existing stakes and 154 added.
The largest buyer was Capital Research Global Investors, adding an estimated $593M. The largest seller was Wellington Management Group, cutting an estimated $230M.
- 510 institutional investors held Suncor Energy (SU) as of Q4 2014, down from 532 in Q3 2014.
- Funds reported $28.7B of Suncor Energy stock for Q4 2014, down 9.6% quarter-over-quarter.
- 69 funds opened new Suncor Energy positions in Q4 2014 and 85 closed out, a net change of -16 holders.
- The largest Suncor Energy buyer in Q4 2014 was Capital Research Global Investors, an estimated $593M added.
- The largest Suncor Energy seller in Q4 2014 was Wellington Management Group, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2014.