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Suncor Energy

473 hedge funds and large institutions have $28.6B invested in Suncor Energy in 2016 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 50

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

16% more capital invested

Capital invested by funds: $24.5B → $28.6B (+$4.03B)

2% more funds holding

Funds holding: 464473 (+9)

1% less call options, than puts

Call options by funds: $117M | Put options by funds: $118M

2% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 176

1.14% less ownership

Funds ownership: 66.13%64.98% (-1.1%)

Holders
473
Holders Change
+9
Holders Change %
+1.94%
% of All Funds
12.6%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.85%
New
67
Increased
173
Reduced
176
Closed
50
Calls
$117M
Puts
$118M
Net Calls
-$944K
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.28B -$9.77M -403,790 -0.5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.84B +$89.5M +3,700,437 +6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.74B +$416M +17,200,358 +38%
Invesco
4
Invesco
Georgia
$1.3B +$94.1M +3,889,372 +9%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.23B +$178M +7,351,647 +20%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.15B +$182M +7,522,648 +22%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.04B +$68.3M +2,824,033 +8%
Capital World Investors
8
Capital World Investors
California
$968M +$47.3M +1,954,299 +6%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$915M +$40.8M +1,687,441 +5%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$834M
Vanguard Group
11
Vanguard Group
Pennsylvania
$832M +$157M +6,499,705 +28%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$656M +$17.8M +734,811 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$624M
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$549M -$529K -21,854 -0.1%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$495M +$55.9M +2,311,247 +15%
Franklin Resources
16
Franklin Resources
California
$492M -$14.2M -585,608 -3%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$463M +$35.8M +1,478,078 +15%
Norges Bank
18
Norges Bank
Norway
$438M +$46.3M +1,915,751 +14%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$416M -$71.2M -2,943,059 -16%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$411M -$43.2M -1,786,275 -11%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$406M +$24.9M +1,030,558 +8%
LBA
22
Letko, Brosseau & Associates
Quebec, Canada
$405M +$2.36M +97,567 +0.7%
O
23
OppenheimerFunds
New York
$328M -$7.35M -303,808 -3%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$285M +$39.3M +1,624,854 +19%
Canada Life
25
Canada Life
Manitoba, Canada
$266M -$3.14M -129,793 -1%

SU Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2016, worth a combined $28.6B — up 16% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SU positions and 50 closed out — a net gain of 17 holders — while 173 added to existing stakes and 176 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $416M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $206M sold.

  • 473 institutional investors held Suncor Energy (SU) as of Q1 2016, up from 464 in Q4 2015.
  • Funds reported $28.6B of Suncor Energy stock for Q1 2016, up 16% quarter-over-quarter.
  • 67 funds opened new Suncor Energy positions in Q1 2016 and 50 closed out, a net change of +17 holders.
  • The largest Suncor Energy buyer in Q1 2016 was Capital Research Global Investors, an estimated $416M added.
  • The largest Suncor Energy seller in Q1 2016 was Mackenzie Financial, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2016.