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Suncor Energy

468 hedge funds and large institutions have $29.7B invested in Suncor Energy in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 161

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

4% more capital invested

Capital invested by funds: $28.6B → $29.7B (+$1.11B)

0.89% less ownership

Funds ownership: 64.98%64.1% (-0.89%)

1% less funds holding

Funds holding: 473468 (-5)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

39% less call options, than puts

Call options by funds: $120M | Put options by funds: $198M

Holders
468
Holders Change
-5
Holders Change %
-1.06%
% of All Funds
12.49%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.83%
New
42
Increased
184
Reduced
161
Closed
38
Calls
$120M
Puts
$198M
Net Calls
-$77.9M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.46B +$196M +7,159,007 +9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2B +$169M +6,159,080 +9%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.95B +$221M +8,049,944 +13%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.48B +$438M +15,967,556 +43%
Invesco
5
Invesco
Georgia
$1.32B +$25.4M +926,339 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.28B +$137M +4,998,480 +12%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$1.24B +$23.5M +858,430 +2%
Capital World Investors
8
Capital World Investors
California
$1.08B +$111M +4,045,701 +12%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$947M +$33.6M +1,226,999 +4%
Vanguard Group
10
Vanguard Group
Pennsylvania
$927M +$95.9M +3,498,101 +12%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$691M +$36.5M +1,332,859 +6%
Berkshire Hathaway
12
Berkshire Hathaway
Nebraska
$618M -$212M -7,724,619 -26%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$615M
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$516M +$22.3M +813,846 +5%
Norges Bank
15
Norges Bank
Norway
$493M +$60.2M +2,197,171 +14%
Franklin Resources
16
Franklin Resources
California
$483M -$6.47M -236,108 -1%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$420M +$18.9M +690,010 +5%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$415M +$107M +3,916,471 +35%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$408M -$6.09M -222,287 -1%
LBA
20
Letko, Brosseau & Associates
Quebec, Canada
$397M -$3M -109,597 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$385M -$20.4M -744,458 -5%
IGIM
22
I.G. Investment Management
Manitoba, Canada
$322M +$111M +4,031,267 +53%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$317M +$30M +1,093,416 +11%
O
24
OppenheimerFunds
New York
$305M -$21.9M -797,260 -7%
Canada Life
25
Canada Life
Manitoba, Canada
$286M +$22.7M +829,245 +9%

SU Hedge Fund Activity: Q2 2016 in Review

468 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2016, worth a combined $29.7B — up 3.9% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SU positions and 38 closed out — a net gain of 4 holders — while 184 added to existing stakes and 161 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $438M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $549M sold.

  • 468 institutional investors held Suncor Energy (SU) as of Q2 2016, down from 473 in Q1 2016.
  • Funds reported $29.7B of Suncor Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
  • 42 funds opened new Suncor Energy positions in Q2 2016 and 38 closed out, a net change of +4 holders.
  • The largest Suncor Energy buyer in Q2 2016 was Wellington Management Group, an estimated $438M added.
  • The largest Suncor Energy seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $549M sold.

Based on aggregated 13F filings for Q2 2016.