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Suncor Energy

558 hedge funds and large institutions have $40B invested in Suncor Energy in 2017 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 28

13% more funds holding

Funds holding: 493558 (+65)

5% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$824M)

1.56% less ownership

Funds ownership: 67.12%65.56% (-1.6%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

45% less call options, than puts

Call options by funds: $153M | Put options by funds: $278M

Holders
558
Holders Change
+65
Holders Change %
+13.18%
% of All Funds
12.66%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.79%
New
96
Increased
185
Reduced
176
Closed
28
Calls
$153M
Puts
$278M
Net Calls
-$126M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.84B +$677K +19,477 +0%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.47B +$32.8M +944,829 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.23B -$97.1M -2,794,863 -4%
Capital World Investors
4
Capital World Investors
California
$1.91B +$183M +5,282,257 +11%
Invesco
5
Invesco
Georgia
$1.6B -$176M -5,068,312 -10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.57B +$44.7M +1,286,651 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.55B -$78.7M -2,265,908 -5%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$1.55B -$29.6M -850,722 -2%
Dodge & Cox
9
Dodge & Cox
California
$1.51B +$28.9M +832,700 +2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$1.38B +$33.6M +968,427 +3%
BlackRock
11
BlackRock
New York
$965M -$51.9M -1,495,093 -5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$804M +$14.5M +417,313 +2%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$738M -$19.9M -571,501 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$637M -$174M -5,000,000 -22%
UBS Group
15
UBS Group
Switzerland
$621M +$20M +575,463 +4%
Norges Bank
16
Norges Bank
Norway
$590M +$11.7M +335,806 +2%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$569M +$2.17M +62,393 +0.4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$553M +$86.7M +2,495,585 +20%
LBA
19
Letko, Brosseau & Associates
Quebec, Canada
$531M +$35.8M +1,030,634 +8%
O
20
OppenheimerFunds
New York
$523M -$21.2M -611,625 -4%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$518M -$38.2M -1,099,712 -7%
Canada Life
22
Canada Life
Manitoba, Canada
$488M +$14.9M +429,673 +3%
Franklin Resources
23
Franklin Resources
California
$442M -$39.9M -1,147,713 -9%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$405M +$76.1M +2,191,533 +25%
DZ Bank
25
DZ Bank
Germany
$373M +$25M +720,911 +8%

SU Hedge Fund Activity: Q4 2017 in Review

558 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2017, worth a combined $40B — up 2.1% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SU positions and 28 closed out — a net gain of 68 holders — while 185 added to existing stakes and 176 trimmed.

The largest buyer was Capital World Investors, adding an estimated $183M. The largest seller was Bank of New York Mellon, cutting an estimated $1.23B.

  • 558 institutional investors held Suncor Energy (SU) as of Q4 2017, up from 493 in Q3 2017.
  • Funds reported $40B of Suncor Energy stock for Q4 2017, up 2.1% quarter-over-quarter.
  • 96 funds opened new Suncor Energy positions in Q4 2017 and 28 closed out, a net change of +68 holders.
  • The largest Suncor Energy buyer in Q4 2017 was Capital World Investors, an estimated $183M added.
  • The largest Suncor Energy seller in Q4 2017 was Bank of New York Mellon, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2017.