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Suncor Energy

596 hedge funds and large institutions have $41.6B invested in Suncor Energy in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 167 increasing their positions, 231 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $343M | Put options by funds: $98.5M

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

5% more funds holding

Funds holding: 570596 (+26)

0.18% less ownership

Funds ownership: 66.48%66.3% (-0.18%)

11% less capital invested

Capital invested by funds: $47.1B → $41.6B (-$5.41B)

18% less funds holding in top 10

Funds holding in top 10: 4436 (-8)

28% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 231

Holders
596
Holders Change
+26
Holders Change %
+4.56%
% of All Funds
13.63%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.82%
New
78
Increased
167
Reduced
231
Closed
48
Calls
$343M
Puts
$98.5M
Net Calls
+$244M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.61B -$188M -4,654,754 -6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.48B -$100M -2,476,511 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B -$427M -10,555,436 -14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.76B +$43.6M +1,077,378 +2%
Fidelity International
5
Fidelity International
Bermuda
$1.61B -$82.4M -2,036,565 -5%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$1.51B -$72.4M -1,788,510 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.41B +$47.7M +1,179,689 +3%
Invesco
8
Invesco
Georgia
$1.37B -$144M -3,561,238 -9%
Capital International Investors
9
Capital International Investors
California
$1.36B +$1.24B +30,599,078 +680%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.33B -$134M -3,302,336 -9%
Dodge & Cox
11
Dodge & Cox
California
$1.26B -$104M -2,570,567 -7%
BlackRock
12
BlackRock
New York
$1.16B +$16.1M +397,537 +1%
Capital World Investors
13
Capital World Investors
California
$967M -$1.11B -27,484,005 -52%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$747M -$26.4M -653,330 -3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$731M -$35.4M -875,644 -4%
Sanders Capital
16
Sanders Capital
Florida
$718M +$274M +6,760,416 +57%
Norges Bank
17
Norges Bank
Norway
$638M -$4M -98,829 -0.6%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$636M -$79.6M -1,967,431 -11%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$593M -$7.5M -185,358 -1%
UBS Group
20
UBS Group
Switzerland
$582M -$60M -1,481,816 -9%
O
21
OppenheimerFunds
New York
$568M -$34.2M -844,770 -5%
Canada Life
22
Canada Life
Manitoba, Canada
$566M +$21.9M +540,539 +4%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$565M -$11.1M -274,113 -2%
CIBC Asset Management
24
CIBC Asset Management
Ontario, Canada
$507M -$13.4M -329,927 -2%
LBA
25
Letko, Brosseau & Associates
Quebec, Canada
$489M -$37.2M -919,620 -7%

SU Hedge Fund Activity: Q3 2018 in Review

596 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q3 2018, worth a combined $41.6B — down 11% from $47.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SU positions and 48 closed out — a net gain of 30 holders — while 167 added to existing stakes and 231 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.24B. The largest seller was Capital World Investors, cutting an estimated $1.11B.

  • 596 institutional investors held Suncor Energy (SU) as of Q3 2018, up from 570 in Q2 2018.
  • Funds reported $41.6B of Suncor Energy stock for Q3 2018, down 11% quarter-over-quarter.
  • 78 funds opened new Suncor Energy positions in Q3 2018 and 48 closed out, a net change of +30 holders.
  • The largest Suncor Energy buyer in Q3 2018 was Capital International Investors, an estimated $1.24B added.
  • The largest Suncor Energy seller in Q3 2018 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q3 2018.