SUNCOR ENERGY INC NEW SU
COM · Common Stock · CUSIP 867224107 · ISIN CA8672241079
Canadian energy company
- SectorEnergy
- IndustryPetroleum Refining
- HeadquartersCalgary, Canada
- Founded1917
- Websitesuncor.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($320.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.57. Options: 36 managers hold calls ($670.8m notional), 26 hold puts ($487.2m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 561 |
| Q4 2022 | 589 |
| Q1 2023 | 592 |
| Q2 2023 | 564 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 247 | 283 |
| Q1 2023 | 283 | 263 |
| Q2 2023 | 241 | 287 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $584.3m | $450.2m | 0.77 |
| Q4 2022 | $1.2bn | $428.9m | 0.35 |
| Q1 2023 | $496.2m | $346.7m | 0.70 |
| Q2 2023 | $670.8m | $487.2m | 0.73 |
Biggest buyers
| Sanders Capital, LLC | Added | +20.8m |
| TORONTO DOMINION BANK | Added | +15.8m |
| GOLDMAN SACHS GROUP INC | Added | +10.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +6.9m |
| Artisan Partners Limited Partnership | Added | +5.5m |
| Assenagon Asset Management S.A. | Added | +5.2m |
| MUFG Securities EMEA plc | New | +4.3m |
| BANK OF MONTREAL /CAN/ | Added | +3.4m |
| Quadrature Capital Ltd | Added | +2.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +2.2m |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -10.2m |
| FMR LLC | Reduced | -9.1m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -6.5m |
| Point72 Asset Management, L.P. | Sold out | -4.6m |
| ROYAL BANK OF CANADA | Reduced | -4.3m |
| MORGAN STANLEY | Reduced | -4.3m |
| CIBC WORLD MARKET INC. | Reduced | -4.0m |
| FRANKLIN RESOURCES INC | Reduced | -3.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.3m |
| Ninepoint Partners LP | Sold out | -3.0m |
Biggest calls
| Elliott Investment Management L.P. | New | $112.2m3.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $86.5m3.0m shares |
| CITADEL ADVISORS LLC | Added | $58.4m2.0m shares |
| D. E. Shaw & Co., Inc. | Added | $58.3m2.0m shares |
| Twin Tree Management, LP | Reduced | $48.0m1.6m shares |
| JANE STREET GROUP, LLC | Added | $45.6m1.6m shares |
| SIG North Trading, ULC | Reduced | $39.7m1.4m shares |
| Woodson Capital Management, LP | Unchanged | $33.7m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $29.4m1.0m shares |
| NOMURA HOLDINGS INC | Unchanged | $29.3m1.0m shares |
Biggest puts
| ROYAL BANK OF CANADA | Added | $175.9m6.0m shares |
| CITADEL ADVISORS LLC | Added | $62.8m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $55.2m1.9m shares |
| BANK OF MONTREAL /CAN/ | Added | $49.5m1.6m shares |
| SIG North Trading, ULC | Added | $28.2m963.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $15.9m542.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $15.6m401.7k shares |
| CIBC WORLD MARKET INC. | Unchanged | $14.7m500.0k shares |
| JANE STREET GROUP, LLC | Added | $12.9m438.3k shares |
| SIMPLEX TRADING, LLC | Added | $9.5m325.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +0.3 pts · filed 2025-07-22 | 5.2% |
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| ROYAL BANK OF CANADA 0.58% of their portfolio | 70.8m $2.1bn | Reduced -4.3m |
| Sanders Capital, LLC 3.42% of their portfolio | 55.8m $1.6bn | Added +20.8m |
| VANGUARD GROUP INC 0.03% of their portfolio | 49.6m $1.5bn | Added +33.1k |
| Dodge & Cox 0.88% of their portfolio | 45.0m $1.3bn | Added +174.2k |
| BANK OF MONTREAL /CAN/ 0.33% of their portfolio | 29.8m $895.3m | Added +3.4m |
| TD Asset Management Inc 0.94% of their portfolio | 28.1m $825.1m | Reduced -195.9k |
| TORONTO DOMINION BANK 0.56% of their portfolio | 25.9m $759.9m | Added +15.8m |
| 1832 Asset Management L.P. 1.20% of their portfolio | 21.0m $616.9m | Added +36.1k |
| Artisan Partners Limited Partnership 0.94% of their portfolio | 20.0m $585.7m | Added +5.5m |
| FIL Ltd 0.64% of their portfolio | 19.5m $570.9m | Reduced -2.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.19% of their portfolio | 19.3m $565.9m | Added +2.2m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.30% of their portfolio | 18.4m $540.5m | Added +142.6k |
| BANK OF NOVA SCOTIA 1.33% of their portfolio | 17.4m $509.2m | Added +114.5k |
| FMR LLC 0.04% of their portfolio | 17.2m $504.5m | Reduced -9.1m |
| MACKENZIE FINANCIAL CORP 0.76% of their portfolio | 16.9m $494.9m | Reduced -1.9m |
| GOLDMAN SACHS GROUP INC 0.12% of their portfolio | 16.4m $480.9m | Added +10.2m |
| Beutel, Goodman & Co Ltd. 2.21% of their portfolio | 13.4m $394.0m | Added +63.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 13.3m $391.4m | Added +6.9m |
| CIBC Asset Management Inc 1.50% of their portfolio | 13.0m $382.6m | Reduced -428.4k |
| Invesco Ltd. 0.09% of their portfolio | 12.2m $357.6m | Reduced -1.0m |
| CIBC WORLD MARKET INC. 1.21% of their portfolio | 12.0m $351.0m | Reduced -4.0m |
| NATIONAL BANK OF CANADA /FI/ 0.61% of their portfolio | 10.4m $305.7m | Reduced -200.5k |
| Elliott Investment Management L.P. 3.51% of their portfolio | 10.0m $293.5m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 9.6m $282.3m | Added +713.4k |
| MORGAN STANLEY 0.02% of their portfolio | 8.0m $235.8m | Reduced -4.3m |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 7.2m $210.1m | Reduced -190.7k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 7.0m $206.2m | Reduced -599.0k |
| Clearbridge Investments, LLC 0.17% of their portfolio | 6.5m $192.0m | Reduced -14.2k |
| Capital International Investors 0.04% of their portfolio | 6.3m $184.9m | Added +3.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.56% of their portfolio | 5.9m $172.2m | Added +265.7k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 5.6m $164.3m | Reduced -3.9m |
| LYRICAL ASSET MANAGEMENT LP 3.97% of their portfolio | 5.5m $212.3m | Reduced -423.0k |
| Legal & General Group Plc 0.05% of their portfolio | 5.5m $160.3m | Reduced -68.2k |
| Assenagon Asset Management S.A. 0.61% of their portfolio | 5.3m $154.6m | Added +5.2m |
| SCOTIA CAPITAL INC. 1.03% of their portfolio | 5.1m $149.4m | Added +64.1k |
| Swiss National Bank 0.10% of their portfolio | 5.0m $147.1m | Reduced -427.7k |
| Capital Research Global Investors 0.04% of their portfolio | 4.9m $142.5m | Reduced -1.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.7m $140.4m | Added +179.8k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.7m $138.4m | Reduced -166.9k |
| LAZARD ASSET MANAGEMENT LLC 0.16% of their portfolio | 4.5m $133.4m | Added +1.5m |
| Federation des caisses Desjardins du Quebec 1.28% of their portfolio | 4.4m $130.4m | Added +506.5k |
| TD Waterhouse Canada Inc. 1.68% of their portfolio | 4.3m $168.9m | Added +160.4k |
| MUFG Securities EMEA plc 1.05% of their portfolio | 4.3m $165.6m | New |
| LETKO, BROSSEAU & ASSOCIATES INC 2.26% of their portfolio | 4.1m $121.3m | Reduced -101.2k |
| GUARDIAN CAPITAL LP 3.81% of their portfolio | 4.1m $119.0m | Reduced -96.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.59% of their portfolio | 4.0m $118.0m | Added +746.4k |
| Amundi 0.06% of their portfolio | 4.0m $119.3m | Added +129.5k |
| Cardinal Capital Management, Inc. 5.81% of their portfolio | 4.0m $116.0m | Added +30.0k |
| Alberta Investment Management Corp 1.01% of their portfolio | 3.6m $104.8m | Reduced -638.6k |
| BROWN ADVISORY INC 0.15% of their portfolio | 3.3m $97.7m | Reduced -26.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 3.3m $96.4m | Reduced -199.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.14% of their portfolio | 3.2m $95.1m | Added +326.9k |
| Russell Investments Group, Ltd. 0.18% of their portfolio | 3.1m $91.7m | Added +486.2k |
| Quadrature Capital Ltd 1.91% of their portfolio | 3.0m $87.3m | Added +2.6m |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 2.9m $86.6m | Reduced -13.0k |
| INTACT INVESTMENT MANAGEMENT INC. 2.97% of their portfolio | 2.5m $72.9m | Reduced -337.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 2.3m $68.4m | Added +151.8k |
| Scheer, Rowlett & Associates Investment Management Ltd. 5.39% of their portfolio | 2.3m $67.3m | Added +69.0k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 3.49% of their portfolio | 2.3m $67.1m | Added +331.9k |
| UBS Group AG 0.03% of their portfolio | 2.2m $63.6m | Reduced -42.7k |
| Maple Rock Capital Partners Inc. 8.03% of their portfolio | 2.2m $63.1m | Added +82.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.0m $58.0m | Reduced -6.2k |
| CHECK CAPITAL MANAGEMENT INC/CA 4.47% of their portfolio | 1.8m $53.2m | Reduced -54.5k |
| BARINGS LLC 1.72% of their portfolio | 1.7m $50.9m | Added +434.8k |
| BlackRock Inc. 0.00% of their portfolio | 1.7m $50.0m | Reduced -79.0k |
| PLATINUM INVESTMENT MANAGEMENT LTD 1.62% of their portfolio | 1.6m $46.6m | Reduced -2.0m |
| AGF MANAGEMENT LTD 0.33% of their portfolio | 1.5m $45.1m | Reduced -363.7k |
| BARCLAYS PLC 0.03% of their portfolio | 1.5m $45.0m | Added +689.2k |
| Boston Partners 0.06% of their portfolio | 1.2m $47.8m | Reduced -1.2m |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 1.2m $35.6m | Added +746.7k |
| Encompass Capital Advisors LLC 2.08% of their portfolio | 1.2m $35.0m | Reduced -613.6k |
| Korea Investment CORP 0.10% of their portfolio | 1.2m $34.8m | Added +144.0k |
| Allianz Asset Management GmbH 0.07% of their portfolio | 1.2m $34.5m | Added +726.2k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 1.2m $34.4m | Reduced -41.2k |
| CIDEL ASSET MANAGEMENT INC 1.51% of their portfolio | 1.1m $33.4m | Added +6.8k |
| River Road Asset Management, LLC 0.46% of their portfolio | 1.1m $33.1m | Reduced -35.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 1.1m $32.8m | New |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 1.1m $32.1m | Added +96.1k |
| KGH Ltd 2.22% of their portfolio | 1.1m $31.3m | Unchanged |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 1.1m $31.1m | Reduced -146.9k |
| Addenda Capital Inc. 1.73% of their portfolio | 1.1m $41.2m | Reduced -26.5k |
| Recurrent Investment Advisors LLC 5.35% of their portfolio | 1.0m $31.6m | Added +245.0k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 1.0m $30.2m | Added +17.5k |
| SEGALL BRYANT & HAMILL, LLC 0.31% of their portfolio | 1.0m $29.7m | Added +6.2k |
| CAMBIAR INVESTORS LLC 1.25% of their portfolio | 1.0m $29.6m | Added +171.7k |
| QV Investors Inc. 2.57% of their portfolio | 970.2k $28.5m | Reduced -273.3k |
| Onex Canada Asset Management Inc. 1.68% of their portfolio | 947.6k $27.8m | Reduced -227.7k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 942.9k $27.6m | New |
| Fiera Capital Corp 0.08% of their portfolio | 914.7k $26.9m | Reduced -15.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 890.1k $26.1m | Reduced -10.2m |
| Pacer Advisors, Inc. 0.10% of their portfolio | 888.7k $26.1m | Added +604.0k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.95% of their portfolio | 872.7k $25.6m | Added +34.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 859.7k $25.2m | Added +60.2k |
| FIRST FOUNDATION ADVISORS 1.09% of their portfolio | 856.6k $25.1m | Added +21.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.11% of their portfolio | 820.1k $24.1m | Reduced -6.5m |
| NICOLA WEALTH MANAGEMENT LTD. 2.34% of their portfolio | 812.3k $23.8m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.07% of their portfolio | 799.5k $23.5m | Reduced -63.5k |
| COLONY GROUP LLC 0.33% of their portfolio | 794.4k $23.3m | Added +7.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 765.0k $22.5m | Reduced -93.3k |
| State of Tennessee, Department of Treasury 0.09% of their portfolio | 741.1k $21.8m | New |