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 ($350.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.27. Options: 39 managers hold calls ($392.9m notional), 36 hold puts ($424.9m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 561 |
| Q4 2022 | 589 |
| Q1 2023 | 592 |
| Q2 2023 | 564 |
| Q3 2023 | 570 |
| Q4 2023 | 595 |
| Q1 2024 | 596 |
| Q2 2024 | 635 |
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 |
| Q3 2023 | 265 | 251 |
| Q4 2023 | 238 | 283 |
| Q1 2024 | 262 | 279 |
| Q2 2024 | 284 | 269 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.0bn | $478.7m | 0.46 |
| Q4 2023 | $421.3m | $345.9m | 0.82 |
| Q1 2024 | $530.3m | $384.1m | 0.72 |
| Q2 2024 | $392.9m | $424.9m | 1.08 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +10.9m |
| Federation des caisses Desjardins du Quebec | Added | +6.5m |
| Invesco Ltd. | Added | +6.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | New | +4.2m |
| Assenagon Asset Management S.A. | Added | +4.0m |
| NATIONAL BANK OF CANADA /FI/ | Added | +3.3m |
| BARCLAYS PLC | Added | +3.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.3m |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +1.7m |
| Balyasny Asset Management L.P. | Added | +1.2m |
Biggest sellers
| MORGAN STANLEY | Reduced | -18.4m |
| Dodge & Cox | Reduced | -9.8m |
| CIBC WORLD MARKET INC. | Reduced | -7.6m |
| BANK OF MONTREAL /CAN/ | Reduced | -4.3m |
| Encompass Capital Advisors LLC | Sold out | -3.6m |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -3.0m |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -3.0m |
| FMR LLC | Reduced | -2.5m |
| Clearbridge Investments, LLC | Sold out | -2.3m |
| BANK OF AMERICA CORP /DE/ | Reduced | -2.3m |
Biggest calls
| Woodson Capital Management, LP | Unchanged | $57.1m1.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $48.3m1.3m shares |
| CITADEL ADVISORS LLC | Reduced | $37.4m981.6k shares |
| SIG North Trading, ULC | Reduced | $28.1m738.1k shares |
| JANE STREET GROUP, LLC | Reduced | $23.6m619.9k shares |
| CIBC WORLD MARKET INC. | New | $22.1m580.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.8m537.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $18.4m355.9k shares |
| Twin Tree Management, LP | Reduced | $14.6m384.1k shares |
| BANK OF AMERICA CORP /DE/ | Added | $13.3m350.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $55.2m1.4m shares |
| ROYAL BANK OF CANADA | Added | $44.4m1.2m shares |
| Twin Tree Management, LP | Reduced | $40.8m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $39.1m1.0m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $26.2m505.9k shares |
| JANE STREET GROUP, LLC | Added | $25.9m679.9k shares |
| BANK OF AMERICA CORP /DE/ | Added | $20.9m549.8k shares |
| SIG North Trading, ULC | Added | $19.4m509.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $15.3m402.2k shares |
| Walleye Trading LLC | Added | $13.4m352.0k 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 2024
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 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| ROYAL BANK OF CANADA 0.59% of their portfolio | 63.8m $2.4bn | Reduced -2.2m |
| Sanders Capital, LLC 3.38% of their portfolio | 57.9m $2.2bn | Added +253.4k |
| Elliott Investment Management L.P. 19.29% of their portfolio | 52.7m $2.0bn | Unchanged |
| VANGUARD GROUP INC 0.04% of their portfolio | 51.8m $2.0bn | Added +550.4k |
| Dodge & Cox 0.69% of their portfolio | 30.3m $1.2bn | Reduced -9.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.13% of their portfolio | 29.4m $1.1bn | Added +10.9m |
| TD Asset Management Inc 1.00% of their portfolio | 28.2m $1.1bn | Reduced -293.7k |
| Invesco Ltd. 0.23% of their portfolio | 28.1m $1.1bn | Added +6.2m |
| BANK OF MONTREAL /CAN/ 0.31% of their portfolio | 26.3m $1.0bn | Reduced -4.3m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.89% of their portfolio | 25.1m $956.8m | Added +1.2m |
| Artisan Partners Limited Partnership 1.40% of their portfolio | 24.2m $923.3m | Reduced -153.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.27% of their portfolio | 23.0m $878.1m | Added +366.4k |
| CIBC WORLD MARKET INC. 2.09% of their portfolio | 22.1m $841.6m | Reduced -7.6m |
| 1832 Asset Management L.P. 1.48% of their portfolio | 21.4m $815.6m | Reduced -749.9k |
| TORONTO DOMINION BANK 1.11% of their portfolio | 18.2m $693.9m | Added +605.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.61% of their portfolio | 18.1m $690.7m | Added +2.3m |
| MACKENZIE FINANCIAL CORP 0.85% of their portfolio | 15.0m $570.6m | Reduced -527.2k |
| BANK OF NOVA SCOTIA 1.11% of their portfolio | 14.9m $566.9m | Added +1.1m |
| CIBC Asset Management Inc 1.87% of their portfolio | 13.8m $524.3m | Added +7.0k |
| BlackRock Inc. 0.01% of their portfolio | 12.7m $483.6m | Reduced -389.6k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 12.3m $470.1m | Reduced -946.9k |
| FMR LLC 0.03% of their portfolio | 12.0m $456.4m | Reduced -2.5m |
| Beutel, Goodman & Co Ltd. 2.32% of their portfolio | 11.5m $436.7m | Reduced -1.9m |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 10.8m $411.0m | Added +521.8k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 10.1m $386.5m | Reduced -16.7k |
| Federation des caisses Desjardins du Quebec 2.06% of their portfolio | 10.1m $384.8m | Added +6.5m |
| NATIONAL BANK OF CANADA /FI/ 0.51% of their portfolio | 8.7m $328.9m | Added +3.3m |
| Assenagon Asset Management S.A. 0.79% of their portfolio | 8.3m $316.2m | Added +4.0m |
| MORGAN STANLEY 0.02% of their portfolio | 8.0m $303.7m | Reduced -18.4m |
| Connor, Clark & Lunn Investment Management Ltd. 1.26% of their portfolio | 7.9m $299.9m | Added +1.7m |
| BARCLAYS PLC 0.13% of their portfolio | 7.3m $279.4m | Added +3.3m |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 7.1m $270.0m | Added +240.7k |
| Alberta Investment Management Corp 2.54% of their portfolio | 6.3m $239.8m | Reduced -637.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.23% of their portfolio | 6.0m $229.4m | Reduced -3.0m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 5.7m $217.8m | Reduced -2.3m |
| PRINCIPAL FINANCIAL GROUP INC 0.13% of their portfolio | 5.6m $215.1m | Added +1.2m |
| LYRICAL ASSET MANAGEMENT LP 4.63% of their portfolio | 5.5m $288.5m | Reduced -114.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 5.5m $212.5m | Added +225.1k |
| Legal & General Group Plc 0.05% of their portfolio | 5.0m $192.4m | Reduced -316.0k |
| Capital Research Global Investors 0.04% of their portfolio | 4.9m $185.4m | Reduced -66 |
| UBS Group AG 0.05% of their portfolio | 4.6m $174.0m | Reduced -1.2m |
| TD Waterhouse Canada Inc. 1.46% of their portfolio | 4.2m $163.0m | Reduced -98.4k |
| SCOTIA CAPITAL INC. 0.94% of their portfolio | 4.2m $160.2m | Reduced -93.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 4.2m $159.6m | New |
| Amundi 0.06% of their portfolio | 4.2m $163.1m | Added +118.6k |
| Swiss National Bank 0.10% of their portfolio | 3.9m $147.1m | Reduced -33.6k |
| Cardinal Capital Management, Inc. 5.41% of their portfolio | 3.7m $140.7m | Reduced -14.7k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.36% of their portfolio | 3.7m $139.5m | Reduced -468.3k |
| LETKO, BROSSEAU & ASSOCIATES INC 2.62% of their portfolio | 3.6m $138.1m | Reduced -147.4k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 3.6m $136.8m | Reduced -227.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio | 3.4m $129.5m | Added +528.6k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 4.74% of their portfolio | 3.4m $128.4m | Added +284.8k |
| BROWN ADVISORY INC 0.16% of their portfolio | 3.3m $125.9m | Added +5.5k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 3.0m $115.6m | Reduced -527.4k |
| Russell Investments Group, Ltd. 0.18% of their portfolio | 3.0m $112.8m | Reduced -89.2k |
| Balyasny Asset Management L.P. 0.27% of their portfolio | 2.8m $106.1m | Added +1.2m |
| GUARDIAN CAPITAL LP 3.93% of their portfolio | 2.7m $104.2m | Reduced -324.3k |
| AGF MANAGEMENT LTD 0.66% of their portfolio | 2.5m $118.6m | Reduced -253.2k |
| Scheer, Rowlett & Associates Investment Management Ltd. 6.67% of their portfolio | 2.3m $87.1m | Reduced -12.8k |
| INTACT INVESTMENT MANAGEMENT INC. 2.95% of their portfolio | 2.1m $78.7m | Added +335.6k |
| LAZARD ASSET MANAGEMENT LLC 0.09% of their portfolio | 1.8m $70.2m | Reduced -139.3k |
| Allianz Asset Management GmbH 0.11% of their portfolio | 1.8m $68.0m | Added +732.0k |
| CHECK CAPITAL MANAGEMENT INC/CA 4.79% of their portfolio | 1.7m $65.4m | Reduced -3.4k |
| Focus Partners Wealth 0.20% of their portfolio | 1.6m $59.5m | Added +704.7k |
| BARINGS LLC 1.41% of their portfolio | 1.5m $58.0m | Added +268.8k |
| ARGA Investment Management, LP 1.99% of their portfolio | 1.5m $56.6m | Unchanged |
| Korea Investment CORP 0.14% of their portfolio | 1.5m $56.5m | Added +550.6k |
| Recurrent Investment Advisors LLC 5.97% of their portfolio | 1.5m $56.7m | Added +27.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.4m $54.7m | Reduced -29.5k |
| Fiera Capital Corp 0.16% of their portfolio | 1.4m $53.0m | Added +298.5k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 1.3m $49.0m | Added +58.8k |
| FIL Ltd 0.05% of their portfolio | 1.3m $48.5m | Added +28.5k |
| Clark Capital Management Group, Inc. 0.35% of their portfolio | 1.3m $47.8m | Added +580.2k |
| Merewether Investment Management, LP 2.23% of their portfolio | 1.1m $42.3m | New |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 1.1m $42.3m | Reduced -277.3k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 1.1m $40.9m | Added +1.1m |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 1.1m $40.7m | Added +933.4k |
| KGH Ltd 2.49% of their portfolio | 1.1m $40.6m | Unchanged |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 1.0m $39.5m | Added +63.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 968.3k $36.9m | New |
| NATIXIS ADVISORS, LLC 0.08% of their portfolio | 956.8k $36.5m | Added +16.2k |
| Yaupon Capital Management LP 3.24% of their portfolio | 954.2k $36.4m | Reduced -144.3k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 918.8k $35.0m | Reduced -130.9k |
| Addenda Capital Inc. 1.75% of their portfolio | 854.7k $44.6m | Reduced -28.8k |
| State of Tennessee, Department of Treasury 0.12% of their portfolio | 843.3k $32.1m | Added +43.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 826.4k $31.5m | Reduced -14.5k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 800.8k $30.5m | Added +793.8k |
| Ruffer LLP 1.29% of their portfolio | 787.4k $30.0m | Added +52.0k |
| Alyeska Investment Group, L.P. 0.17% of their portfolio | 754.2k $28.7m | New |
| Pacer Advisors, Inc. 0.06% of their portfolio | 744.1k $28.4m | Reduced -39.8k |
| TWO SIGMA ADVISERS, LP 0.06% of their portfolio | 736.5k $28.1m | Added +98.8k |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 710.5k $27.1m | Reduced -72.0k |
| DekaBank Deutsche Girozentrale 0.05% of their portfolio | 697.9k $26.5m | Reduced -2.8k |
| MUFG SECURITIES (CANADA), LTD. 1.71% of their portfolio | 680.6k $25.9m | Added +679.9k |
| NewEdge Wealth, LLC 0.56% of their portfolio | 679.9k $25.9m | Added +57.0k |
| Triasima Portfolio Management inc. 2.34% of their portfolio | 670.0k $25.5m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 656.6k $25.0m | Added +36.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 653.8k $24.9m | Added +1.6k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.03% of their portfolio | 653.5k $24.9m | Reduced -26.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% of their portfolio | 639.8k $24.4m | Added +70.9k |