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Suncor Energy

504 hedge funds and large institutions have $26.7B invested in Suncor Energy in 2015 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 161 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 61.86%63.23% (+1.4%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

3% less call options, than puts

Call options by funds: $160M | Put options by funds: $165M

1% less funds holding

Funds holding: 510504 (-6)

7% less capital invested

Capital invested by funds: $28.7B → $26.7B (-$1.97B)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

22% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 206

Holders
504
Holders Change
-6
Holders Change %
-1.18%
% of All Funds
13.43%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.85%
New
45
Increased
161
Reduced
206
Closed
45
Calls
$160M
Puts
$165M
Net Calls
-$5.06M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.23B +$67.6M +2,273,124 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.99B -$29.6M -994,214 -1%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.18B +$34.2M +1,149,433 +3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.12B -$52M -1,749,238 -4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.11B +$245M +8,241,335 +28%
Invesco
6
Invesco
Georgia
$1.08B -$29M -976,713 -3%
Capital World Investors
7
Capital World Investors
California
$1.02B
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.01B -$48.2M -1,622,657 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$693M +$78.8M +2,650,903 +13%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$682M -$769K -25,869 -0.1%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$654M
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$654M -$13.6M -456,487 -2%
Vanguard Group
13
Vanguard Group
Pennsylvania
$530M +$539M +18,117,479 New
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$522M -$60.3M -2,029,400 -10%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$494M -$18.9M -636,976 -4%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$487M -$34M -1,143,267 -6%
Franklin Resources
17
Franklin Resources
California
$483M +$137M +4,618,336 +39%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$456M +$20.2M +678,770 +5%
LBA
19
Letko, Brosseau & Associates
Quebec, Canada
$415M +$9.75M +327,900 +2%
Norges Bank
20
Norges Bank
Norway
$376M -$8.5M -285,895 -2%
William Blair & Company
21
William Blair & Company
Illinois
$335M +$19.6M +660,474 +6%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$334M +$45.1M +1,516,453 +15%
Canada Life
23
Canada Life
Manitoba, Canada
$298M -$6.3M -211,795 -2%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$278M -$46.9M -1,576,541 -14%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$276M -$96.4M -3,241,513 -26%

SU Hedge Fund Activity: Q1 2015 in Review

504 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2015, worth a combined $26.7B — down 6.9% from $28.7B a quarter earlier.

Fund positioning in SU was balanced in Q1 2015: 45 funds opened new positions, 45 closed out, 161 added to existing stakes and 206 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $539M. The largest seller was Sentry Investments, cutting an estimated $136M.

  • 504 institutional investors held Suncor Energy (SU) as of Q1 2015, down from 510 in Q4 2014.
  • Funds reported $26.7B of Suncor Energy stock for Q1 2015, down 6.9% quarter-over-quarter.
  • 45 funds opened new Suncor Energy positions in Q1 2015 and 45 closed out, a net change of 0 holders.
  • The largest Suncor Energy buyer in Q1 2015 was Vanguard Group, an estimated $539M added.
  • The largest Suncor Energy seller in Q1 2015 was Sentry Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2015.