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Suburban Propane Partners

165 hedge funds and large institutions have $419M invested in Suburban Propane Partners in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

24% more funds holding

Funds holding: 133165 (+32)

2.24% more ownership

Funds ownership: 25.95%28.19% (+2.2%)

1% more capital invested

Capital invested by funds: $414M → $419M (+$5.07M)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

42% less call options, than puts

Call options by funds: $7.6M | Put options by funds: $13.1M

Holders
165
Holders Change
+32
Holders Change %
+24.06%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
35
Reduced
44
Closed
13
Calls
$7.6M
Puts
$13.1M
Net Calls
-$5.52M
Net Calls Change
+$9.47M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
101
Icon Wealth Partners
Texas
$84K +$86.9K +3,488 New
FANJ
102
Financial Architects (New Jersey)
New Jersey
$81K
LF
103
Lee Financial
Texas
$79K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$78K +$28.8K +1,156 +56%
MFW
105
Mosaic Family Wealth
Missouri
$76K -$3.54K -142 -4%
OIA
106
OneDigital Investment Advisors
Kansas
$73K +$13.7K +550 +22%
WCM
107
Whitener Capital Management
North Carolina
$70K +$72.6K +2,914 New
APA
108
American Portfolios Advisors
New York
$65.3K +$67.2K +2,698 New
SWP
109
Stratos Wealth Partners
Ohio
$64K +$66.1K +2,654 New
II
110
Inspire Investing
Idaho
$58K +$59.8K +2,401 New
VIA
111
Vantage Investment Advisors
Pennsylvania
$50K
SEI Investments
112
SEI Investments
Pennsylvania
$41K -$4.33K -174 -9%
STA
113
Summit Trail Advisors
New York
$40K +$39.8K +1,600 New
LWM
114
Lenox Wealth Management
Ohio
$39K +$30.2K +1,213 +303%
AWMS
115
Advocacy Wealth Management Services
Georgia
$36K -$94.6K -3,800 -72%
AWM
116
AllSquare Wealth Management
New York
$36K +$872 +35 +2%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$34K -$28.5K -1,146 -45%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$33.7K +$34.6K +1,390 New
ASN
119
Advisory Services Network
Georgia
$30K +$4.46K +179 +17%
IWM
120
IHT Wealth Management
Illinois
$29K
CAC
121
Certified Advisory Corp
Florida
$27K +$27.8K +1,116 New
ECM
122
Estabrook Capital Management
New York
$26.6K
FIB
123
First Interstate Bank
Montana
$26K +$7.79K +313 +42%
GT
124
Glenmede Trust
Pennsylvania
$25K +$26.3K +1,056 New
BBHC
125
Brown Brothers Harriman & Co
New York
$24K