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Suncor Energy

498 hedge funds and large institutions have $30B invested in Suncor Energy in 2013 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 190 increasing their positions, 174 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 36

82% more call options, than puts

Call options by funds: $361M | Put options by funds: $198M

6% more funds holding

Funds holding: 471498 (+27)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 174

4% less capital invested

Capital invested by funds: $31.4B → $30B (-$1.4B)

1.33% less ownership

Funds ownership: 58.85%57.51% (-1.3%)

16% less funds holding in top 10

Funds holding in top 10: 5042 (-8)

Holders
498
Holders Change
+27
Holders Change %
+5.73%
% of All Funds
14.46%
Holding in Top 10
42
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16%
% of All Funds
1.22%
New
68
Increased
190
Reduced
174
Closed
36
Calls
$361M
Puts
$198M
Net Calls
+$163M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.33B -$38.6M -1,099,033 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.25B -$193M -5,490,406 -8%
Capital World Investors
3
Capital World Investors
California
$1.6B -$38.7M -1,100,000 -2%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.36B +$29.7M +843,802 +2%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.35B -$14.2M -404,034 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.24B -$9.52M -270,671 -0.8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.09B -$203M -5,785,414 -16%
Invesco
8
Invesco
Georgia
$857M +$5.48M +155,998 +0.6%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$833M +$5.34M +151,762 +0.6%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$796M -$35.5M -1,010,065 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$710M -$63.5M -1,806,009 -8%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$667M -$74.6M -2,121,143 -10%
Toronto Dominion Bank
13
Toronto Dominion Bank
Ontario, Canada
$658M -$3.68M -104,787 -0.6%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$551M +$3.76M +106,849 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$541M +$66.7M +1,898,005 +15%
IGIM
16
I.G. Investment Management
Manitoba, Canada
$505M -$46M -1,309,508 -8%
LBA
17
Letko, Brosseau & Associates
Quebec, Canada
$504M -$10.7M -305,417 -2%
Canada Life
18
Canada Life
Manitoba, Canada
$462M +$819K +23,283 +0.2%
Berkshire Hathaway
19
Berkshire Hathaway
Nebraska
$456M -$176M -5,009,957 -28%
Norges Bank
20
Norges Bank
Norway
$447M -$7M -198,971 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$387M +$4.09M +116,284 +1%
Franklin Resources
22
Franklin Resources
California
$378M -$10.1M -287,551 -3%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$355M +$77.9M +2,214,632 +28%
SRAIM
24
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$347M -$11.5M -327,832 -3%
WI
25
WHV Investments
California
$337M -$37.4M -1,062,680 -10%

SU Hedge Fund Activity: Q4 2013 in Review

498 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2013, worth a combined $30B — down 4.5% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SU positions and 36 closed out — a net gain of 32 holders — while 190 added to existing stakes and 174 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $107M. The largest seller was Wellington Management Group, cutting an estimated $203M.

  • 498 institutional investors held Suncor Energy (SU) as of Q4 2013, up from 471 in Q3 2013.
  • Funds reported $30B of Suncor Energy stock for Q4 2013, down 4.5% quarter-over-quarter.
  • 68 funds opened new Suncor Energy positions in Q4 2013 and 36 closed out, a net change of +32 holders.
  • The largest Suncor Energy buyer in Q4 2013 was Credit Suisse, an estimated $107M added.
  • The largest Suncor Energy seller in Q4 2013 was Wellington Management Group, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2013.