Suncor Energy
465 hedge funds and large institutions have $24.8B invested in Suncor Energy in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 140 increasing their positions, 197 reducing their positions, and 51 closing their positions.
8% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 51
0.27% more ownership
Funds ownership: 65.88% → 66.15% (+0.27%)
0% less funds holding
Funds holding: 467 → 465 (-2)
3% less capital invested
Capital invested by funds: $25.6B → $24.8B (-$827M)
7% less funds holding in top 10
Funds holding in top 10: 28 → 26 (-2)
29% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 197
39% less call options, than puts
Call options by funds: $110M | Put options by funds: $180M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$196M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$157M |
| 3 |
First Eagle Investment Management
New York
|
+$108M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$107M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$231M |
| 2 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$82.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$75.5M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$70.8M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$59.3M |
SU Hedge Fund Activity: Q4 2015 in Review
465 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2015, worth a combined $24.8B — down 3.2% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SU positions and 51 closed out — a net gain of 4 holders — while 140 added to existing stakes and 197 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was Capital Research Global Investors, cutting an estimated $231M.
- 465 institutional investors held Suncor Energy (SU) as of Q4 2015, down from 467 in Q3 2015.
- Funds reported $24.8B of Suncor Energy stock for Q4 2015, down 3.2% quarter-over-quarter.
- 55 funds opened new Suncor Energy positions in Q4 2015 and 51 closed out, a net change of +4 holders.
- The largest Suncor Energy buyer in Q4 2015 was Fidelity Investments, an estimated $196M added.
- The largest Suncor Energy seller in Q4 2015 was Capital Research Global Investors, an estimated $231M sold.
Based on aggregated 13F filings for Q4 2015.