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Suncor Energy

564 hedge funds and large institutions have $33.7B invested in Suncor Energy in 2019 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 193 increasing their positions, 194 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

61% more call options, than puts

Call options by funds: $200M | Put options by funds: $124M

5% more funds holding

Funds holding: 539564 (+25)

4% more capital invested

Capital invested by funds: $32.5B → $33.7B (+$1.18B)

0.88% more ownership

Funds ownership: 65.76%66.65% (+0.88%)

1% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 194

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
564
Holders Change
+25
Holders Change %
+4.64%
% of All Funds
11.11%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.61%
New
82
Increased
193
Reduced
194
Closed
47
Calls
$200M
Puts
$124M
Net Calls
+$76.1M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.48B -$1.37M -43,763 -0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.41B +$22.9M +734,608 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.57B -$4.72M -151,258 -0.3%
Invesco
4
Invesco
Georgia
$1.54B -$8.75M -280,227 -0.6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.25B +$18.9M +605,458 +2%
Dodge & Cox
6
Dodge & Cox
California
$1.25B +$234K +7,500 +0%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.21B +$304M +9,754,349 +36%
Capital International Investors
8
Capital International Investors
California
$1.17B -$70.7M -2,266,813 -6%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$1.06B +$6.8M +217,729 +0.7%
Fidelity International
10
Fidelity International
Bermuda
$1.04B -$47.4M -1,520,283 -5%
Sanders Capital
11
Sanders Capital
Florida
$1.02B +$153M +4,891,210 +19%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$750M +$10.2M +327,985 +1%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$722M +$63.4M +2,032,523 +10%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$616M +$72.3M +2,314,925 +14%
Norges Bank
15
Norges Bank
Norway
$594M
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$526M +$57.4M +1,840,489 +13%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$525M +$301K +9,636 +0.1%
Berkshire Hathaway
18
Berkshire Hathaway
Nebraska
$493M +$133M +4,261,031 +40%
Canada Life
19
Canada Life
Manitoba, Canada
$485M +$14M +449,174 +3%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$462M -$19.6M -629,034 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$454M
Capital Research Global Investors
22
Capital Research Global Investors
California
$434M -$148M -4,728,858 -26%
BGC
23
Beutel, Goodman & Co
Ontario, Canada
$427M -$1.06M -34,014 -0.3%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$423M -$18.8M -602,723 -4%
UBS Group
25
UBS Group
Switzerland
$423M -$25.6M -821,319 -6%

SU Hedge Fund Activity: Q4 2019 in Review

564 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2019, worth a combined $33.7B — up 3.6% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SU positions and 47 closed out — a net gain of 35 holders — while 193 added to existing stakes and 194 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $304M. The largest seller was Capital Research Global Investors, cutting an estimated $148M.

  • 564 institutional investors held Suncor Energy (SU) as of Q4 2019, up from 539 in Q3 2019.
  • Funds reported $33.7B of Suncor Energy stock for Q4 2019, up 3.6% quarter-over-quarter.
  • 82 funds opened new Suncor Energy positions in Q4 2019 and 47 closed out, a net change of +35 holders.
  • The largest Suncor Energy buyer in Q4 2019 was Massachusetts Financial Services, an estimated $304M added.
  • The largest Suncor Energy seller in Q4 2019 was Capital Research Global Investors, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2019.