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Suncor Energy

493 hedge funds and large institutions have $39.2B invested in Suncor Energy in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 181 increasing their positions, 177 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

22% more capital invested

Capital invested by funds: $32.1B → $39.2B (+$7.08B)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

1.74% more ownership

Funds ownership: 65.38%67.12% (+1.7%)

2% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 177

0% less funds holding

Funds holding: 495493 (-2)

45% less call options, than puts

Call options by funds: $131M | Put options by funds: $239M

Holders
493
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
12.29%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.92%
New
44
Increased
181
Reduced
177
Closed
39
Calls
$131M
Puts
$239M
Net Calls
-$108M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.67B +$31.9M +999,939 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.32B -$28.8M -902,797 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.23B +$326K +10,200 +0%
Invesco
4
Invesco
Georgia
$1.7B -$49.7M -1,558,294 -3%
Capital World Investors
5
Capital World Investors
California
$1.64B +$604M +18,927,853 +68%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.56B -$326M -10,217,338 -19%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$1.5B +$9.94M +311,429 +0.7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.47B -$6.96M -218,173 -0.5%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.45B +$29.6M +926,520 +2%
Dodge & Cox
10
Dodge & Cox
California
$1.41B +$109M +3,414,400 +9%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$1.28B -$82.6M -2,587,906 -7%
BlackRock
12
BlackRock
New York
$973M +$107M +3,367,402 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$783M
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$752M +$20.8M +651,288 +3%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$724M -$72.1M -2,259,580 -10%
UBS Group
16
UBS Group
Switzerland
$572M +$66.6M +2,085,144 +15%
Norges Bank
17
Norges Bank
Norway
$548M +$3.87M +121,377 +0.8%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$530M -$22.9M -716,568 -5%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$527M +$493M +15,447,153 New
O
20
OppenheimerFunds
New York
$520M -$15M -470,825 -3%
LBA
21
Letko, Brosseau & Associates
Quebec, Canada
$468M -$861K -26,983 -0.2%
Franklin Resources
22
Franklin Resources
California
$462M -$69.1M -2,165,885 -14%
Canada Life
23
Canada Life
Manitoba, Canada
$450M +$5.04M +157,842 +1%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$440M -$19.1M -599,880 -5%
Toronto Dominion Bank
25
Toronto Dominion Bank
Ontario, Canada
$377M -$83M -2,601,773 -19%

SU Hedge Fund Activity: Q3 2017 in Review

493 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2017, worth a combined $39.2B — up 22% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SU positions and 39 closed out — a net gain of 5 holders — while 181 added to existing stakes and 177 trimmed.

The largest buyer was Capital World Investors, adding an estimated $604M. The largest seller was Capital Research Global Investors, cutting an estimated $326M.

  • 493 institutional investors held Suncor Energy (SU) as of Q3 2017, down from 495 in Q2 2017.
  • Funds reported $39.2B of Suncor Energy stock for Q3 2017, up 22% quarter-over-quarter.
  • 44 funds opened new Suncor Energy positions in Q3 2017 and 39 closed out, a net change of +5 holders.
  • The largest Suncor Energy buyer in Q3 2017 was Capital World Investors, an estimated $604M added.
  • The largest Suncor Energy seller in Q3 2017 was Capital Research Global Investors, an estimated $326M sold.

Based on aggregated 13F filings for Q3 2017.