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Suncor Energy

495 hedge funds and large institutions have $32.1B invested in Suncor Energy in 2017 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 203 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

0% more funds holding

Funds holding: 493495 (+2)

1.37% less ownership

Funds ownership: 66.75%65.38% (-1.4%)

7% less capital invested

Capital invested by funds: $34.4B → $32.1B (-$2.3B)

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

26% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 203

60% less call options, than puts

Call options by funds: $72.4M | Put options by funds: $182M

Holders
495
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
12.34%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.65%
New
51
Increased
150
Reduced
203
Closed
46
Calls
$72.4M
Puts
$182M
Net Calls
-$109M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.03B -$47.6M -1,547,911 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.96B +$138M +4,480,139 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.86B +$23.3M +758,486 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.6B -$664M -21,595,139 -28%
Invesco
5
Invesco
Georgia
$1.46B -$121M -3,920,558 -7%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$1.24B -$651K -21,171 -0%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.23B -$29.7M -964,948 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.18B +$58.2M +1,892,375 +5%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.14B -$88.1M -2,866,882 -7%
Dodge & Cox
10
Dodge & Cox
California
$1.08B +$79.6M +2,587,900 +8%
Capital World Investors
11
Capital World Investors
California
$817M -$33.8M -1,100,000 -4%
BlackRock
12
BlackRock
New York
$713M +$26.1M +848,549 +4%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$669M +$4.41M +143,565 +0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$649M
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$608M +$37.2M +1,208,539 +6%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$463M +$22.3M +725,934 +5%
Norges Bank
17
Norges Bank
Norway
$454M -$31.6M -1,028,044 -6%
Franklin Resources
18
Franklin Resources
California
$448M -$19.9M -648,214 -4%
O
19
OppenheimerFunds
New York
$447M -$138K -4,498 -0%
UBS Group
20
UBS Group
Switzerland
$416M +$110M +3,576,613 +34%
LBA
21
Letko, Brosseau & Associates
Quebec, Canada
$391M -$5.58M -181,606 -1%
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$390M -$149M -4,847,962 -27%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$384M -$6.04M -196,359 -1%
Canada Life
24
Canada Life
Manitoba, Canada
$371M -$8.3M -270,079 -2%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$276M +$20.1M +653,754 +7%

SU Hedge Fund Activity: Q2 2017 in Review

495 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2017, worth a combined $32.1B — down 6.7% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SU positions and 46 closed out — a net gain of 5 holders — while 150 added to existing stakes and 203 trimmed.

The largest buyer was QV Investors, opening a new position worth an estimated $220M. The largest seller was Capital Research Global Investors, cutting an estimated $664M.

  • 495 institutional investors held Suncor Energy (SU) as of Q2 2017, up from 493 in Q1 2017.
  • Funds reported $32.1B of Suncor Energy stock for Q2 2017, down 6.7% quarter-over-quarter.
  • 51 funds opened new Suncor Energy positions in Q2 2017 and 46 closed out, a net change of +5 holders.
  • The largest Suncor Energy buyer in Q2 2017 was QV Investors, an estimated $220M added.
  • The largest Suncor Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $664M sold.

Based on aggregated 13F filings for Q2 2017.