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Suburban Propane Partners
SPH

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.1M
2
N
2
Natixis
France
$7.91M
3
UBS Group
3
UBS Group
Switzerland
$20.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.69M
5
EIP
5
Energy Income Partners
Connecticut
$6.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$104M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
ADBIC
3
A.D. Beadell Investment Counsel
Wisconsin
$0
4
LCS
4
Levin Capital Strategies
New York
$2.44M
5
GCP
5
GSA Capital Partners
United Kingdom
$751K
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
101
Endurance Wealth Management
Rhode Island
$15K 1,000 – –
PMFA
102
Plante Moran Financial Advisors
Michigan
$15K 982 +19 +2%
TC
103
Truvestments Capital
Florida
$15K 1,010 +496 +96%
BWA
104
BDO Wealth Advisors
Florida
$15K 998 +998 New
RG
105
Retirement Group
California
$15K 1,000 +1,000 New
TWP
106
TFO Wealth Partners
Ohio
$15K 1,000 +1,000 New
KPCM
107
Kings Point Capital Management
New York
$12K 810 – –
MA
108
Montag & Associates
Georgia
$11K 756 – –
CB
109
Community Bank
New York
$10K 670 – –
AWA
110
Arkadios Wealth Advisors
Georgia
$8K 600 – –
FP
111
Fiduciary Planning
Florida
$7K 500 – –
BWL
112
Bogart Wealth LLC
Virginia
$7K 500 – –
CFN
113
Cordasco Financial Network
Florida
$7K 500 – –
HFM
114
Hartford Financial Management
Connecticut
$7K 500 – –
APA
115
American Portfolios Advisors
New York
$6.24K 421 – –
IAIM
116
International Assets Investment Management
Florida
$6K 458 +229 +100%
AWM
117
AllSquare Wealth Management
New York
$5K 352 – –
CFA
118
Carroll Financial Associates
North Carolina
$5K 373 +13 +4%
TFS
119
TrustCore Financial Services
Tennessee
$5K 340 +317 +1,378%
TCM
120
Tradewinds Capital Management
Washington
$4K 300 – –
US Bancorp
121
US Bancorp
Minnesota
$4K 300 – –
RCA
122
Ranch Capital Advisors
Florida
$4K 308 +300 +3,750%
EWM
123
Edge Wealth Management
New York
$3K 216 – –
CWP
124
Concord Wealth Partners
Virginia
$3K 233 – –
IA
125
IFP Advisors
Florida
$2K 150 – –
3 4
5
6 7