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Suncor Energy

591 hedge funds and large institutions have $26.2B invested in Suncor Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 186 increasing their positions, 235 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 48

4% more funds holding

Funds holding: 568591 (+23)

1.31% more ownership

Funds ownership: 61.44%62.75% (+1.3%)

10% more call options, than puts

Call options by funds: $432M | Put options by funds: $394M

5% less capital invested

Capital invested by funds: $27.6B → $26.2B (-$1.41B)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 235

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
591
Holders Change
+23
Holders Change %
+4.05%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
80
Increased
186
Reduced
235
Closed
48
Calls
$432M
Puts
$394M
Net Calls
+$38.1M
Net Calls Change
-$490M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2B -$97.4M -2,983,216 -5%
Sanders Capital
2
Sanders Capital
Florida
$1.84B +$51.2M +1,568,629 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.62B +$5.07M +155,343 +0.3%
Dodge & Cox
4
Dodge & Cox
California
$1.4B -$34.7M -1,062,900 -2%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.03B +$151M +4,612,764 +17%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$976M +$57.6M +1,764,441 +6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$717M +$56.4M +1,725,969 +8%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$682M -$5.14M -157,542 -0.7%
Invesco
9
Invesco
Georgia
$679M +$155M +4,740,679 +29%
Artisan Partners
10
Artisan Partners
Wisconsin
$658M +$5.95M +182,289 +0.9%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$633M +$17.8M +546,388 +3%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$618M +$223M +6,818,837 +55%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$615M -$255M -7,821,534 -29%
Morgan Stanley
14
Morgan Stanley
New York
$579M +$284M +8,688,932 +93%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$561M +$29.7M +910,858 +5%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$555M +$11.6M +356,567 +2%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$491M -$102M -3,111,224 -17%
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$436M -$284K -8,691 -0.1%
BlackRock
19
BlackRock
New York
$430M +$92.9M +2,844,542 +27%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$421M -$134M -4,117,085 -24%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$402M -$5.85M -179,150 -1%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$324M +$4.94M +151,214 +2%
EIM
23
Elliott Investment Management
Florida
$321M
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$319M +$6.16M +188,676 +2%
Toronto Dominion Bank
25
Toronto Dominion Bank
Ontario, Canada
$293M +$68.7M +2,103,127 +30%