We are live on ! Find out more
SPH icon

Suburban Propane Partners

130 hedge funds and large institutions have $367M invested in Suburban Propane Partners in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $207M → $367M (+$159M)

21% more call options, than puts

Call options by funds: $8.86M | Put options by funds: $7.29M

11.91% more ownership

Funds ownership: 20.34%32.25% (+12%)

4% less funds holding

Funds holding: 136130 (-6)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
29
Reduced
40
Closed
19
Calls
$8.86M
Puts
$7.29M
Net Calls
+$1.57M
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.31M -$307K -18,026 -20%
MGIA
27
Moneta Group Investment Advisors
Missouri
$1.13M -$12.9K -756 -1%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$126K +7,364 +14%
RJA
29
Raymond James & Associates
Florida
$984K -$439K -25,783 -32%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$975K -$9.23M -541,640 -91%
PAG
31
Private Advisor Group
New Jersey
$970K +$20.5K +1,200 +2%
CAN
32
Cetera Advisor Networks
California
$968K -$86.7K -5,085 -9%
Invesco
33
Invesco
Georgia
$871K -$20.6M -1,208,536 -96%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$838K -$42.5K -2,493 -5%
EWM
35
Evercore Wealth Management
New York
$807K
Osaic Holdings
36
Osaic Holdings
Arizona
$684K -$237K -13,912 -27%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$650K -$60.7K -3,564 -9%
VF
38
Virtu Financial
New York
$607K +$332K +19,461 +132%
PCC
39
Park Circle Company
Maryland
$586K
Stifel Financial
40
Stifel Financial
Missouri
$532K -$5.62K -330 -1%
Creative Planning
41
Creative Planning
Kansas
$530K +$111K +6,506 +28%
WA
42
Wealthstar Advisors
Texas
$505K +$485K +28,461 New
OC
43
Oppenheimer & Co
New York
$406K -$3.24K -190 -0.8%
FVCM
44
F&V Capital Management
Florida
$392K
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$391K +$187K +11,000 +100%
TSS
46
Two Sigma Securities
New York
$373K +$165K +9,697 +86%
LFS
47
Legacy Financial Strategies
Kansas
$366K -$1.7K -100 -0.5%
IFG
48
Independent Financial Group
California
$345K -$38.3K -2,250 -10%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$329K -$622K -36,523 -66%
AAS
50
Avantax Advisory Services
Texas
$318K +$305K +17,882 New