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Suncor Energy

532 hedge funds and large institutions have $31.7B invested in Suncor Energy in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 190 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 187

8% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 52

1.19% less ownership

Funds ownership: 60.88%59.7% (-1.2%)

1% less funds holding

Funds holding: 539532 (-7)

13% less funds holding in top 10

Funds holding in top 10: 4640 (-6)

17% less capital invested

Capital invested by funds: $38.2B → $31.7B (-$6.48B)

21% less call options, than puts

Call options by funds: $150M | Put options by funds: $189M

Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
15.44%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
1.16%
New
48
Increased
190
Reduced
187
Closed
52
Calls
$150M
Puts
$189M
Net Calls
-$38.9M
Net Calls Change
-$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.4B -$53.5M -1,332,686 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.26B -$79.9M -1,989,612 -3%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.54B -$108M -2,684,696 -6%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.41B +$8.15M +202,995 +0.5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.4B +$44.1M +1,098,663 +3%
Capital World Investors
6
Capital World Investors
California
$1.38B -$20.1M -500,000 -1%
Invesco
7
Invesco
Georgia
$1.17B +$12M +298,135 +0.9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.01B -$1.19M -29,634 -0.1%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$870M +$589K +14,679 +0.1%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$821M -$20.6M -514,152 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$721M +$53.2M +1,324,900 +7%
Berkshire Hathaway
12
Berkshire Hathaway
Nebraska
$668M +$81.1M +2,019,400 +12%
Toronto Dominion Bank
13
Toronto Dominion Bank
Ontario, Canada
$652M -$16.6M -413,508 -2%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$636M -$7.86M -195,723 -1%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$505M -$15.4M -384,512 -3%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$484M -$37.2M -926,178 -6%
Norges Bank
17
Norges Bank
Norway
$469M -$512M -12,752,179 -50%
William Blair & Company
18
William Blair & Company
Illinois
$445M +$39M +972,229 +9%
Canada Life
19
Canada Life
Manitoba, Canada
$445M -$15M -372,764 -3%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M -$26.7M -665,325 -5%
Capital Research Global Investors
21
Capital Research Global Investors
California
$430M +$230M +5,719,000 +93%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$427M -$418M -10,416,311 -47%
IGIM
23
I.G. Investment Management
Manitoba, Canada
$410M -$30.7M -764,586 -6%
Franklin Resources
24
Franklin Resources
California
$391M +$3.36M +83,691 +0.8%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$366M -$8.76M -218,138 -2%

SU Hedge Fund Activity: Q3 2014 in Review

532 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2014, worth a combined $31.7B — down 17% from $38.2B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of SU and 48 opened new positions — a net loss of 4 holders — while 187 trimmed existing stakes and 190 added.

The largest buyer was Capital Research Global Investors, adding an estimated $230M. The largest seller was Norges Bank, cutting an estimated $512M.

  • 532 institutional investors held Suncor Energy (SU) as of Q3 2014, down from 539 in Q2 2014.
  • Funds reported $31.7B of Suncor Energy stock for Q3 2014, down 17% quarter-over-quarter.
  • 48 funds opened new Suncor Energy positions in Q3 2014 and 52 closed out, a net change of -4 holders.
  • The largest Suncor Energy buyer in Q3 2014 was Capital Research Global Investors, an estimated $230M added.
  • The largest Suncor Energy seller in Q3 2014 was Norges Bank, an estimated $512M sold.

Based on aggregated 13F filings for Q3 2014.