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Suncor Energy

592 hedge funds and large institutions have $24.4B invested in Suncor Energy in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $520M | Put options by funds: $390M

19% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 69

4% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 197

0% more funds holding

Funds holding: 590592 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

2.36% less ownership

Funds ownership: 61.16%58.8% (-2.4%)

6% less capital invested

Capital invested by funds: $26B → $24.4B (-$1.61B)

Holders
592
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
9.43%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
82
Increased
205
Reduced
197
Closed
69
Calls
$520M
Puts
$390M
Net Calls
+$130M
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.33B +$118M +3,619,827 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.54B -$4.59M -141,018 -0.3%
Dodge & Cox
3
Dodge & Cox
California
$1.39B +$97.2M +2,988,400 +7%
Sanders Capital
4
Sanders Capital
Florida
$1.09B +$45.9M +1,411,218 +4%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$877M +$18.4M +566,144 +2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$822M -$439M -13,485,208 -34%
Fidelity International
7
Fidelity International
Bermuda
$686M -$43.9M -1,348,767 -6%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$652M -$13.1M -403,482 -2%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$583M -$28.4M -872,883 -4%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$568M +$7.3M +224,618 +1%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$535M +$104M +3,190,129 +23%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$529M +$61.4M +1,886,902 +12%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$494M +$17.1M +524,635 +3%
Artisan Partners
14
Artisan Partners
Wisconsin
$451M +$10.7M +328,700 +2%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$418M +$24.9M +767,065 +6%
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$414M -$1.6M -49,063 -0.4%
Invesco
17
Invesco
Georgia
$411M -$14.2M -437,622 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$408M -$295M -9,079,394 -41%
Morgan Stanley
19
Morgan Stanley
New York
$383M +$151M +4,654,350 +61%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$344M -$360M -11,079,141 -50%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$330M -$196M -6,022,439 -36%
EIM
22
Elliott Investment Management
Florida
$310M
Franklin Resources
23
Franklin Resources
California
$294M -$91.9M -2,825,137 -23%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$277M +$2.2M +67,734 +0.8%
LAM
25
Lyrical Asset Management
New York
$247M -$5.9M -181,561 -3%

SU Hedge Fund Activity: Q1 2023 in Review

592 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q1 2023, worth a combined $24.4B — down 6.2% from $26B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SU positions and 69 closed out — a net gain of 13 holders — while 205 added to existing stakes and 197 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $209M. The largest seller was Goldman Sachs, cutting an estimated $483M.

  • 592 institutional investors held Suncor Energy (SU) as of Q1 2023, up from 590 in Q4 2022.
  • Funds reported $24.4B of Suncor Energy stock for Q1 2023, down 6.2% quarter-over-quarter.
  • 82 funds opened new Suncor Energy positions in Q1 2023 and 69 closed out, a net change of +13 holders.
  • The largest Suncor Energy buyer in Q1 2023 was T. Rowe Price Associates, an estimated $209M added.
  • The largest Suncor Energy seller in Q1 2023 was Goldman Sachs, an estimated $483M sold.

Based on aggregated 13F filings for Q1 2023.