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Suncor Energy

494 hedge funds and large institutions have $36.5B invested in Suncor Energy in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

20% more capital invested

Capital invested by funds: $30.5B → $36.5B (+$6.02B)

13% more call options, than puts

Call options by funds: $158M | Put options by funds: $140M

8% more funds holding

Funds holding: 459494 (+35)

1.18% more ownership

Funds ownership: 65.66%66.84% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

Holders
494
Holders Change
+35
Holders Change %
+7.63%
% of All Funds
12.35%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.93%
New
82
Increased
164
Reduced
159
Closed
38
Calls
$158M
Puts
$140M
Net Calls
+$18M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.33B +$415M +13,528,687 +15%
Capital Research Global Investors
2
Capital Research Global Investors
California
$3.01B +$272M +8,888,642 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.21B -$85.5M -2,789,244 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.95B +$15.1M +491,946 +0.8%
Invesco
5
Invesco
Georgia
$1.74B +$82M +2,676,578 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.43B -$35.5M -1,156,746 -3%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$1.41B -$31.1M -1,015,765 -2%
Capital World Investors
8
Capital World Investors
California
$1.27B
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.21B +$42.8M +1,395,765 +4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$1.18B +$111M +3,606,675 +11%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$909M +$460M +15,023,396 +103%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$771M -$36.2M -1,181,565 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$729M
Dodge & Cox
14
Dodge & Cox
California
$681M +$6.18M +201,600 +1%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$652M +$33.2M +1,082,976 +6%
Norges Bank
16
Norges Bank
Norway
$578M +$13.3M +434,979 +3%
Franklin Resources
17
Franklin Resources
California
$555M -$36.2M -1,182,507 -7%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$547M +$4.83M +157,697 +1%
LBA
19
Letko, Brosseau & Associates
Quebec, Canada
$456M -$11.1M -363,344 -3%
CIBC Asset Management
20
CIBC Asset Management
Ontario, Canada
$419M +$12.2M +398,967 +3%
BA
21
BlackRock Advisors
Delaware
$412M +$35.1M +1,144,996 +10%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$384M +$9.04M +295,076 +3%
Canada Life
23
Canada Life
Manitoba, Canada
$380M +$36.4M +1,187,101 +11%
O
24
OppenheimerFunds
New York
$360M +$6.36M +207,555 +2%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$311M +$53.3M +1,738,900 +33%

SU Hedge Fund Activity: Q4 2016 in Review

494 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2016, worth a combined $36.5B — up 20% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SU positions and 38 closed out — a net gain of 44 holders — while 164 added to existing stakes and 159 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $460M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $404M.

  • 494 institutional investors held Suncor Energy (SU) as of Q4 2016, up from 459 in Q3 2016.
  • Funds reported $36.5B of Suncor Energy stock for Q4 2016, up 20% quarter-over-quarter.
  • 82 funds opened new Suncor Energy positions in Q4 2016 and 38 closed out, a net change of +44 holders.
  • The largest Suncor Energy buyer in Q4 2016 was 1832 Asset Management, an estimated $460M added.
  • The largest Suncor Energy seller in Q4 2016 was Jarislowsky, Fraser Ltd, an estimated $404M sold.

Based on aggregated 13F filings for Q4 2016.