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Suburban Propane Partners
SPH

Overview Fund Activity

127 hedge funds and large institutions have $226M invested in Suburban Propane Partners in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
30
Reduced
29
Closed
20
Calls
$5.09M
Puts
$8.64M
Net Calls
-$3.55M
Net Calls Change
-$2.56M

Top Buyers

1
BHC
1
Bowen Hanes & Co
Florida
$9.21M
2
N
2
Natixis
France
$8.31M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.59M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$8.7M
5
GCP
5
GSA Capital Partners
United Kingdom
$3.92M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
UBS Group
2
UBS Group
Switzerland
$14.1M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
Invesco
4
Invesco
Georgia
$68.1M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KPCM
101
Kings Point Capital Management
New York
$12K 810 – –
JCM
102
Jacobi Capital Management
Pennsylvania
$12K 750 +750 New
VNA
103
Valley National Advisers
Pennsylvania
$11K 700 – –
CFA
104
Carroll Financial Associates
North Carolina
$11K 763 – –
ADL
105
Asset Dedication LLC
California
$10K 600 – –
CB
106
Community Bank
New York
$10K 670 – –
OIA
107
Optimum Investment Advisors
Illinois
$9K 604 -800 -57%
AWA
108
Arkadios Wealth Advisors
Georgia
$9K 600 – –
FWM
109
Focused Wealth Management
New York
$8K 500 -400 -44%
BWL
110
Bogart Wealth LLC
Virginia
$8K 500 – –
CFN
111
Cordasco Financial Network
Florida
$8K 500 – –
HFM
112
Hartford Financial Management
Connecticut
$8K 500 +500 New
TFS
113
TrustCore Financial Services
Tennessee
$5K 340 – –
US Bancorp
114
US Bancorp
Minnesota
$5K 300 – –
TCM
115
Tradewinds Capital Management
Washington
$5K 300 – –
AWM
116
AllSquare Wealth Management
New York
$5K 352 – –
RCA
117
Ranch Capital Advisors
Florida
$5K 308 +308 New
CWP
118
Concord Wealth Partners
Virginia
$4K 233 – –
MA
119
Montag & Associates
Georgia
$3K 216 -540 -71%
EWM
120
Edge Wealth Management
New York
$3K 216 – –
HIA
121
Harbor Investment Advisory
Maryland
$2K 100 – –
DAM
122
Delta Asset Management
Tennessee
$2K 99 – –
IA
123
IFP Advisors
Florida
$2K 150 – –
FCM
124
Firestone Capital Management
Florida
$1K 92 – –
CFFP
125
Center for Financial Planning
Michigan
$1K 43 – –
2 3 4
5
6