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Suncor Energy

508 hedge funds and large institutions have $30.2B invested in Suncor Energy in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 166 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

48% more call options, than puts

Call options by funds: $241M | Put options by funds: $162M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 166

2% more funds holding

Funds holding: 498508 (+10)

1.21% more ownership

Funds ownership: 57.51%58.72% (+1.2%)

1% more capital invested

Capital invested by funds: $30B → $30.2B (+$157M)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
14.67%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
52
Increased
197
Reduced
166
Closed
35
Calls
$241M
Puts
$162M
Net Calls
+$78.2M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.43B +$97.2M +2,919,216 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2B -$238M -7,144,058 -11%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.52B +$159M +4,773,199 +12%
Capital World Investors
4
Capital World Investors
California
$1.42B -$170M -5,115,003 -11%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.35B +$7.88M +236,662 +0.6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.3B +$56.5M +1,695,122 +5%
Invesco
7
Invesco
Georgia
$1.06B +$193M +5,802,334 +24%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.04B -$48.8M -1,466,085 -5%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$833M +$2.42M +72,783 +0.3%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$790M -$8.58M -257,558 -1%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$680M +$21.6M +647,850 +3%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$657M -$8.68M -260,584 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$612M -$92.8M -2,785,300 -14%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$583M +$19.1M +574,128 +4%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$501M -$2.31M -69,468 -0.5%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$483M -$63.4M -1,904,200 -12%
IGIM
17
I.G. Investment Management
Manitoba, Canada
$480M -$22.5M -675,610 -5%
Berkshire Hathaway
18
Berkshire Hathaway
Nebraska
$454M
Norges Bank
19
Norges Bank
Norway
$449M +$2.93M +87,988 +0.7%
Canada Life
20
Canada Life
Manitoba, Canada
$443M -$13.3M -400,447 -3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$377M -$8.95M -268,688 -2%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$373M +$115M +3,450,582 +47%
Franklin Resources
23
Franklin Resources
California
$370M -$6.31M -189,342 -2%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$357M +$2.07M +62,133 +0.6%
SRAIM
25
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$330M -$25.6M -769,400 -8%

SU Hedge Fund Activity: Q1 2014 in Review

508 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2014, worth a combined $30.2B — up 0.52% from $30B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SU positions and 35 closed out — a net gain of 17 holders — while 197 added to existing stakes and 166 trimmed.

The largest buyer was Invesco, adding an estimated $193M. The largest seller was Fidelity Investments, cutting an estimated $238M.

  • 508 institutional investors held Suncor Energy (SU) as of Q1 2014, up from 498 in Q4 2013.
  • Funds reported $30.2B of Suncor Energy stock for Q1 2014, up 0.52% quarter-over-quarter.
  • 52 funds opened new Suncor Energy positions in Q1 2014 and 35 closed out, a net change of +17 holders.
  • The largest Suncor Energy buyer in Q1 2014 was Invesco, an estimated $193M added.
  • The largest Suncor Energy seller in Q1 2014 was Fidelity Investments, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2014.