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Suncor Energy

563 hedge funds and large institutions have $23.4B invested in Suncor Energy in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 200 increasing their positions, 206 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $680M | Put options by funds: $522M

1.74% more ownership

Funds ownership: 58.8%60.55% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 206

4% less capital invested

Capital invested by funds: $24.4B → $23.4B (-$949M)

5% less funds holding

Funds holding: 592563 (-29)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 78

Holders
563
Holders Change
-29
Holders Change %
-4.9%
% of All Funds
8.84%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
51
Increased
200
Reduced
206
Closed
78
Calls
$680M
Puts
$522M
Net Calls
+$158M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.08B -$129M -4,320,278 -6%
Sanders Capital
2
Sanders Capital
Florida
$1.64B +$622M +20,807,559 +60%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.46B +$989K +33,071 +0.1%
Dodge & Cox
4
Dodge & Cox
California
$1.32B +$5.21M +174,200 +0.4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$895M +$101M +3,368,529 +13%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$825M -$5.86M -195,902 -0.7%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$617M +$1.08M +36,053 +0.2%
Artisan Partners
8
Artisan Partners
Wisconsin
$586M +$163M +5,457,851 +38%
Fidelity International
9
Fidelity International
Bermuda
$571M -$79M -2,641,507 -12%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$566M +$66.6M +2,226,165 +13%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$540M +$4.27M +142,629 +0.8%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$509M +$3.42M +114,521 +0.7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$505M +$121M +4,050,839 +31%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$495M -$57.4M -1,920,431 -10%
Goldman Sachs
15
Goldman Sachs
New York
$481M +$304M +10,168,941 +163%
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$394M +$1.88M +63,010 +0.5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$391M +$207M +6,912,706 +107%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$383M -$12.8M -428,421 -3%
Invesco
19
Invesco
Georgia
$358M -$31M -1,036,554 -8%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$351M -$118M -3,959,901 -25%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$336M +$107M +3,573,642 +45%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$306M -$6M -200,469 -2%
EIM
23
Elliott Investment Management
Florida
$294M
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$282M +$21.3M +713,414 +8%
Morgan Stanley
25
Morgan Stanley
New York
$236M -$129M -4,302,328 -35%

SU Hedge Fund Activity: Q2 2023 in Review

563 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Suncor Energy (SU) for Q2 2023, worth a combined $23.4B — down 3.9% from $24.4B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of SU and 51 opened new positions — a net loss of 27 holders — while 206 trimmed existing stakes and 200 added.

The largest buyer was Sanders Capital, adding an estimated $622M. The largest seller was Arrowstreet Capital, cutting an estimated $305M.

  • 563 institutional investors held Suncor Energy (SU) as of Q2 2023, down from 592 in Q1 2023.
  • Funds reported $23.4B of Suncor Energy stock for Q2 2023, down 3.9% quarter-over-quarter.
  • 51 funds opened new Suncor Energy positions in Q2 2023 and 78 closed out, a net change of -27 holders.
  • The largest Suncor Energy buyer in Q2 2023 was Sanders Capital, an estimated $622M added.
  • The largest Suncor Energy seller in Q2 2023 was Arrowstreet Capital, an estimated $305M sold.

Based on aggregated 13F filings for Q2 2023.