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Suncor Energy

466 hedge funds and large institutions have $25.3B invested in Suncor Energy in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2.4% more ownership

Funds ownership: 63.48%65.88% (+2.4%)

1% more capital invested

Capital invested by funds: $25.1B → $25.3B (+$292M)

4% less funds holding

Funds holding: 485466 (-19)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 181

14% less call options, than puts

Call options by funds: $127M | Put options by funds: $149M

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
466
Holders Change
-19
Holders Change %
-3.92%
% of All Funds
13.01%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.78%
New
32
Increased
155
Reduced
181
Closed
49
Calls
$127M
Puts
$149M
Net Calls
-$21.4M
Net Calls Change
+$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.01B +$21M +783,082 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.69B -$4.51M -167,980 -0.3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.43B +$255M +9,500,249 +22%
Invesco
4
Invesco
Georgia
$1.11B +$101M +3,770,782 +10%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.03B +$4.26M +158,860 +0.4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$908M -$56.2M -2,094,650 -6%
Capital World Investors
7
Capital World Investors
California
$877M -$53.7M -2,000,000 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$872M -$6.07M -226,130 -0.7%
Berkshire Hathaway
9
Berkshire Hathaway
Nebraska
$802M +$205M +7,645,706 +34%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$772M +$52.6M +1,960,219 +7%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$606M +$7.34M +273,755 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$594M +$43.3M +1,614,420 +8%
Vanguard Group
13
Vanguard Group
Pennsylvania
$584M +$54M +2,011,556 +10%
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M -$2.43M -90,644 -0.4%
Franklin Resources
15
Franklin Resources
California
$489M +$33.4M +1,244,523 +7%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$427M +$83.1M +3,096,650 +24%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$407M +$38.6M +1,439,524 +10%
LBA
18
Letko, Brosseau & Associates
Quebec, Canada
$388M +$9.24M +344,306 +2%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$387M -$16.2M -602,487 -4%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$377M -$49.4M -1,842,409 -12%
Norges Bank
21
Norges Bank
Norway
$339M +$4.07M +151,617 +1%
O
22
OppenheimerFunds
New York
$326M +$12.7M +474,288 +4%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$269M -$43M -1,604,535 -14%
Canada Life
24
Canada Life
Manitoba, Canada
$258M -$47.4M -1,766,894 -15%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$247M +$1.81M +67,334 +0.7%

SU Hedge Fund Activity: Q3 2015 in Review

466 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2015, worth a combined $25.3B — up 1.2% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SU and 32 opened new positions — a net loss of 17 holders — while 181 trimmed existing stakes and 155 added.

The largest buyer was Capital Research Global Investors, adding an estimated $255M. The largest seller was William Blair & Company, cutting an estimated $272M.

  • 466 institutional investors held Suncor Energy (SU) as of Q3 2015, down from 485 in Q2 2015.
  • Funds reported $25.3B of Suncor Energy stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 32 funds opened new Suncor Energy positions in Q3 2015 and 49 closed out, a net change of -17 holders.
  • The largest Suncor Energy buyer in Q3 2015 was Capital Research Global Investors, an estimated $255M added.
  • The largest Suncor Energy seller in Q3 2015 was William Blair & Company, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2015.