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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.

New
Increased
Maintained
Reduced
Closed

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: 532510 (-22)

8% less funds holding in top 10

Funds holding in top 10: 4037 (-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

Holders
510
Holders Change
-22
Holders Change %
-4.14%
% of All Funds
13.6%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.99%
New
69
Increased
154
Reduced
217
Closed
85
Calls
$201M
Puts
$218M
Net Calls
-$17.2M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.35B +$380M +11,485,555 +18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.2B +$89.3M +2,699,162 +4%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.27B +$30.4M +919,253 +2%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.25B -$108M -3,256,496 -8%
Invesco
5
Invesco
Georgia
$1.2B +$181M +5,466,733 +17%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.15B -$82.9M -2,504,740 -6%
Capital World Investors
7
Capital World Investors
California
$1.1B -$111M -3,346,898 -9%
Capital Research Global Investors
8
Capital Research Global Investors
California
$947M +$593M +17,914,651 +151%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$741M -$24.8M -749,533 -3%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$727M +$6.11M +184,574 +0.8%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$710M +$128M +3,876,564 +21%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$669M -$230M -6,965,098 -25%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$634M +$275K +8,300 +0%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$567M -$7.12M -215,278 -1%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$558M -$1.73M -52,425 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$476M +$96M +2,903,315 +24%
LBA
17
Letko, Brosseau & Associates
Quebec, Canada
$442M -$2.16M -65,442 -0.5%
Norges Bank
18
Norges Bank
Norway
$419M +$7.35M +222,210 +2%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$404M -$22.3M -673,460 -5%
Franklin Resources
20
Franklin Resources
California
$379M +$36.6M +1,105,206 +10%
IGIM
21
I.G. Investment Management
Manitoba, Canada
$364M +$3.16M +95,527 +0.8%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$353M -$23.4M -707,618 -6%
William Blair & Company
23
William Blair & Company
Illinois
$344M -$49.2M -1,488,444 -12%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$344M +$46.8M +1,415,123 +15%
Canada Life
25
Canada Life
Manitoba, Canada
$332M -$61.9M -1,872,253 -15%

SU Hedge Fund Activity: Q4 2014 in Review

510 of the 3,749 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.