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Suburban Propane Partners

136 hedge funds and large institutions have $263M invested in Suburban Propane Partners in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $3.35M

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

0.29% less ownership

Funds ownership: 28.65%28.36% (-0.29%)

1% less capital invested

Capital invested by funds: $266M → $263M (-$3.11M)

7% less funds holding

Funds holding: 147136 (-11)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
24
Closed
22
Calls
$7.46M
Puts
$3.35M
Net Calls
+$4.11M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Endurance Wealth Management
Rhode Island
$15K
PMFA
102
Plante Moran Financial Advisors
Michigan
$15K +$288 +19 +2%
TC
103
Truvestments Capital
Florida
$15K +$7.51K +496 +96%
BWA
104
BDO Wealth Advisors
Florida
$15K +$15.1K +998 New
RG
105
Retirement Group
California
$15K +$15.1K +1,000 New
TWP
106
TFO Wealth Partners
Ohio
$15K +$15.1K +1,000 New
KPCM
107
Kings Point Capital Management
New York
$12K
MA
108
Montag & Associates
Georgia
$11K
CB
109
Community Bank
New York
$10K
AWA
110
Arkadios Wealth Advisors
Georgia
$8K
BWL
111
Bogart Wealth LLC
Virginia
$7K
CFN
112
Cordasco Financial Network
Florida
$7K
FP
113
Fiduciary Planning
Florida
$7K
HFM
114
Hartford Financial Management
Connecticut
$7K
APA
115
American Portfolios Advisors
New York
$6.24K
IAIM
116
International Assets Investment Management
Florida
$6K +$3.47K +229 +100%
AWM
117
AllSquare Wealth Management
New York
$5K
CFA
118
Carroll Financial Associates
North Carolina
$5K +$197 +13 +4%
TFS
119
TrustCore Financial Services
Tennessee
$5K +$4.8K +317 +1,378%
TCM
120
Tradewinds Capital Management
Washington
$4K
US Bancorp
121
US Bancorp
Minnesota
$4K
RCA
122
Ranch Capital Advisors
Florida
$4K +$4.54K +300 +3,750%
CWP
123
Concord Wealth Partners
Virginia
$3K
EWM
124
Edge Wealth Management
New York
$3K
IA
125
IFP Advisors
Florida
$2K