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Suncor Energy

494 hedge funds and large institutions have $20.8B invested in Suncor Energy in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 149 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 46

59% more call options, than puts

Call options by funds: $428M | Put options by funds: $270M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

14% more capital invested

Capital invested by funds: $18.2B → $20.8B (+$2.62B)

10% more funds holding

Funds holding: 449494 (+45)

0.09% more ownership

Funds ownership: 58.38%58.46% (+0.09%)

12% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 169

Holders
494
Holders Change
+45
Holders Change %
+10.02%
% of All Funds
7.6%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
98
Increased
149
Reduced
169
Closed
46
Calls
$428M
Puts
$270M
Net Calls
+$158M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.93B +$43.1M +1,768,813 +2%
Dodge & Cox
2
Dodge & Cox
California
$1.38B +$20.9M +859,600 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.19B +$9.31M +381,993 +0.8%
Fidelity International
4
Fidelity International
Bermuda
$851M -$187M -7,672,549 -18%
Sanders Capital
5
Sanders Capital
Florida
$832M -$7.69M -315,880 -0.9%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$819M -$7.93M -325,499 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$741M +$3.48M +142,910 +0.5%
Artisan Partners
8
Artisan Partners
Wisconsin
$653M +$25M +1,026,800 +4%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$619M -$25.8M -1,058,594 -4%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$596M -$85M -3,491,334 -13%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$541M +$69.8M +2,864,351 +15%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$527M -$26.2M -1,075,630 -5%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$428M -$5.43M -223,005 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$395M
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$386M +$75.9M +3,115,081 +25%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$351M -$24M -984,946 -7%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$344M +$30.4M +1,248,320 +10%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$292M +$16.4M +673,880 +6%
Capital International Investors
19
Capital International Investors
California
$251M -$11.7M -481,147 -5%
Invesco
20
Invesco
Georgia
$247M -$627K -25,758 -0.3%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$235M +$12.3M +504,423 +6%
LBA
22
Letko, Brosseau & Associates
Quebec, Canada
$225M -$40.2M -1,649,535 -16%
Franklin Resources
23
Franklin Resources
California
$206M +$5.05M +207,361 +3%
GCC
24
Guardian Capital (Canada)
Ontario, Canada
$204M -$10.5M -431,829 -5%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$184M -$6.21M -255,116 -3%

SU Hedge Fund Activity: Q4 2021 in Review

494 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q4 2021, worth a combined $20.8B — up 14% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SU positions and 46 closed out — a net gain of 52 holders — while 149 added to existing stakes and 169 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $130M. The largest seller was Wellington Management Group, cutting an estimated $207M.

  • 494 institutional investors held Suncor Energy (SU) as of Q4 2021, up from 449 in Q3 2021.
  • Funds reported $20.8B of Suncor Energy stock for Q4 2021, up 14% quarter-over-quarter.
  • 98 funds opened new Suncor Energy positions in Q4 2021 and 46 closed out, a net change of +52 holders.
  • The largest Suncor Energy buyer in Q4 2021 was Two Sigma Investments, an estimated $130M added.
  • The largest Suncor Energy seller in Q4 2021 was Wellington Management Group, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2021.