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Suncor Energy

493 hedge funds and large institutions have $34.4B invested in Suncor Energy in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $99M | Put options by funds: $68.6M

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

0.09% less ownership

Funds ownership: 66.84%66.75% (-0.09%)

0% less funds holding

Funds holding: 494493 (-1)

6% less capital invested

Capital invested by funds: $36.5B → $34.4B (-$2.12B)

16% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 190

19% less funds holding in top 10

Funds holding in top 10: 3730 (-7)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
12.27%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.75%
New
56
Increased
160
Reduced
190
Closed
50
Calls
$99M
Puts
$68.6M
Net Calls
+$30.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.23B +$110M +3,492,013 +3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.35B -$493M -15,656,383 -17%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.93B -$155M -4,915,895 -7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.92B +$97.7M +3,103,397 +5%
Invesco
5
Invesco
Georgia
$1.66B +$29.1M +923,662 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.33B -$16.8M -533,286 -1%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$1.3B -$17.3M -548,835 -1%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.29B +$157M +4,996,026 +13%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.18B +$48.8M +1,549,342 +4%
Dodge & Cox
10
Dodge & Cox
California
$1.05B +$422M +13,389,600 +64%
Capital World Investors
11
Capital World Investors
California
$892M -$307M -9,743,000 -25%
BlackRock
12
BlackRock
New York
$724M +$742M +23,556,443 +11,547,276%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$700M -$25.9M -821,261 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$683M
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$603M -$10M -318,225 -2%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$559M +$49.1M +1,559,686 +9%
Norges Bank
17
Norges Bank
Norway
$508M -$33.7M -1,071,521 -6%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$497M -$421M -13,369,647 -45%
Franklin Resources
19
Franklin Resources
California
$491M -$30.8M -978,911 -6%
O
20
OppenheimerFunds
New York
$471M +$136M +4,309,173 +39%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$464M +$73.3M +2,327,452 +18%
LBA
22
Letko, Brosseau & Associates
Quebec, Canada
$417M -$10.7M -338,859 -2%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$411M +$50.3M +1,597,957 +14%
Canada Life
24
Canada Life
Manitoba, Canada
$399M +$44.2M +1,404,155 +12%
UBS Group
25
UBS Group
Switzerland
$328M +$296M +9,411,766 +750%

SU Hedge Fund Activity: Q1 2017 in Review

493 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2017, worth a combined $34.4B — down 5.8% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SU positions and 50 closed out — a net gain of 6 holders — while 160 added to existing stakes and 190 trimmed.

The largest buyer was BlackRock, adding an estimated $742M. The largest seller was Capital Research Global Investors, cutting an estimated $493M.

  • 493 institutional investors held Suncor Energy (SU) as of Q1 2017, down from 494 in Q4 2016.
  • Funds reported $34.4B of Suncor Energy stock for Q1 2017, down 5.8% quarter-over-quarter.
  • 56 funds opened new Suncor Energy positions in Q1 2017 and 50 closed out, a net change of +6 holders.
  • The largest Suncor Energy buyer in Q1 2017 was BlackRock, an estimated $742M added.
  • The largest Suncor Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $493M sold.

Based on aggregated 13F filings for Q1 2017.