Suncor Energy
461 hedge funds and large institutions have $30.5B invested in Suncor Energy in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 174 reducing their positions, and 45 closing their positions.
30% more call options, than puts
Call options by funds: $154M | Put options by funds: $119M
1.56% more ownership
Funds ownership: 64.1% → 65.66% (+1.6%)
3% more capital invested
Capital invested by funds: $29.8B → $30.5B (+$759M)
7% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 45
7% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 174
2% less funds holding
Funds holding: 469 → 461 (-8)
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$564M |
| 2 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$442M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$348M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$155M |
| 5 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$618M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$169M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$142M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$112M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$76.6M |
SU Hedge Fund Activity: Q3 2016 in Review
461 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2016, worth a combined $30.5B — up 2.6% from $29.8B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SU and 42 opened new positions — a net loss of 3 holders — while 174 trimmed existing stakes and 161 added.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $564M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $618M sold.
- 461 institutional investors held Suncor Energy (SU) as of Q3 2016, down from 469 in Q2 2016.
- Funds reported $30.5B of Suncor Energy stock for Q3 2016, up 2.6% quarter-over-quarter.
- 42 funds opened new Suncor Energy positions in Q3 2016 and 45 closed out, a net change of -3 holders.
- The largest Suncor Energy buyer in Q3 2016 was Dodge & Cox, an estimated $564M added.
- The largest Suncor Energy seller in Q3 2016 was Berkshire Hathaway, an estimated $618M sold.
Based on aggregated 13F filings for Q3 2016.