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HF Sinclair
DINO

Overview Fund Activity

539 hedge funds and large institutions have $5.39B invested in HF Sinclair in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 195 increasing their positions, 189 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+10
Holders Change %
+1.89%
% of All Funds
7.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
97
Increased
195
Reduced
189
Closed
83
Calls
$45.8M
Puts
$46M
Net Calls
-$169K
Net Calls Change
-$47.6M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$96.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.9M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$39.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$38.4M
5
Amundi
Amundi
France
+$34.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$170M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$68.9M
3
Invesco
Invesco
Georgia
-$49.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$46.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
501
Mascoma Wealth Management
New Hampshire
$2.14K +$2.14K +61 New
WWP
502
WR Wealth Planners
Missouri
$2.1K +$2.1K +60 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
GWSG
504
GPS Wealth Strategies Group
Colorado
$1.89K -$2.24K -64 -54%
CAM
505
Creekmur Asset Management
Illinois
$1.82K -$1.37K -39 -43%
S
506
Sachetta
Massachusetts
$1.65K -$1.05K -30 -39%
MCM
507
MV Capital Management
Maryland
$1.58K +$982 +28 +165%
VWA
508
Valued Wealth Advisors
Utah
$1.09K +$105 +3 +11%
VWM
509
Venturi Wealth Management
Texas
$1.05K – – –
SS
510
SBI Securities
Japan
$1.02K +$1.02K +29 New
FMP
511
Financial Management Professionals
Texas
$981 – – –
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$939 – – –
IHWM
513
Iron Horse Wealth Management
Iowa
$841 – – –
OP
514
ORG Partners
Indiana
$806 – – –
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$772 -$211 -6 -21%
FHA
516
First Horizon Advisors
Tennessee
$736 – – –
AFG
517
Albion Financial Group
Utah
$666 +$666 +19 New
BGAI
518
Bruce G. Allen Investments
Colorado
$631 -$771 -22 -55%
CFO
519
CVA Family Office
Colorado
$631 +$631 +18 New
WCM
520
WealthTrak Capital Management
Virginia
$526 +$526 +15 New
CWC
521
Carolinas Wealth Consulting
North Carolina
$456 – – –
SO
522
Sierra Ocean
California
$456 +$456 +13 New
HWA
523
Heritage Wealth Advisors
Virginia
$421 +$70 +2 +20%
PWA
524
Principia Wealth Advisory
Texas
$386 +$386 +11 New
RI
525
Ridgewood Investments
New Jersey
$372 +$34 +1 +10%
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