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Suncor Energy

570 hedge funds and large institutions have $47.1B invested in Suncor Energy in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $374M | Put options by funds: $103M

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

24% more capital invested

Capital invested by funds: $37.9B → $47.1B (+$9.13B)

5% more funds holding

Funds holding: 545570 (+25)

0.39% less ownership

Funds ownership: 66.88%66.48% (-0.39%)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 211

Holders
570
Holders Change
+25
Holders Change %
+4.59%
% of All Funds
13.05%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.01%
New
78
Increased
176
Reduced
211
Closed
49
Calls
$374M
Puts
$103M
Net Calls
+$271M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$3.19B +$48.7M +1,248,811 +19%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.02B -$1.23B -31,539,917 -30%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.94B +$13.1M +335,740 +0.5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.67B -$15.2M -390,981 -0.6%
Capital World Investors
5
Capital World Investors
California
$2.14B +$10.2M +262,538 +0.5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.81B +$40M +1,025,636 +2%
Fidelity International
7
Fidelity International
Bermuda
$1.77B +$1.52B +39,104,070 +868%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$1.66B -$84.1M -2,157,775 -5%
Invesco
9
Invesco
Georgia
$1.58B -$128M -3,275,556 -8%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.53B -$22.1M -567,318 -1%
Dodge & Cox
11
Dodge & Cox
California
$1.43B -$223M -5,725,400 -14%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1.43B -$104M -2,657,844 -7%
BlackRock
13
BlackRock
New York
$1.21B +$13.1M +336,786 +1%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$812M +$113M +2,911,304 +17%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$804M -$68.3M -1,753,317 -8%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$749M -$103M -2,649,761 -13%
Norges Bank
17
Norges Bank
Norway
$675M
UBS Group
18
UBS Group
Switzerland
$673M -$79M -2,028,508 -11%
O
19
OppenheimerFunds
New York
$632M +$28.4M +730,174 +5%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$631M +$113M +2,889,205 +23%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$605M -$7.27M -186,580 -1%
Canada Life
22
Canada Life
Manitoba, Canada
$574M +$23.4M +601,708 +4%
LBA
23
Letko, Brosseau & Associates
Quebec, Canada
$552M -$17.5M -448,510 -3%
CIBC Asset Management
24
CIBC Asset Management
Ontario, Canada
$547M +$13.9M +355,838 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$531M -$87.7M -2,250,000 -15%

SU Hedge Fund Activity: Q2 2018 in Review

570 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2018, worth a combined $47.1B — up 24% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SU positions and 49 closed out — a net gain of 29 holders — while 176 added to existing stakes and 211 trimmed.

The largest buyer was Fidelity International, adding an estimated $1.52B. The largest seller was Fidelity Investments, cutting an estimated $1.23B.

  • 570 institutional investors held Suncor Energy (SU) as of Q2 2018, up from 545 in Q1 2018.
  • Funds reported $47.1B of Suncor Energy stock for Q2 2018, up 24% quarter-over-quarter.
  • 78 funds opened new Suncor Energy positions in Q2 2018 and 49 closed out, a net change of +29 holders.
  • The largest Suncor Energy buyer in Q2 2018 was Fidelity International, an estimated $1.52B added.
  • The largest Suncor Energy seller in Q2 2018 was Fidelity Investments, an estimated $1.23B sold.

Based on aggregated 13F filings for Q2 2018.