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Suburban Propane Partners

135 hedge funds and large institutions have $193M invested in Suburban Propane Partners in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

11% more capital invested

Capital invested by funds: $174M → $193M (+$19.6M)

0.21% more ownership

Funds ownership: 18.83%19.04% (+0.21%)

1% less call options, than puts

Call options by funds: $6.76M | Put options by funds: $6.84M

4% less funds holding

Funds holding: 140135 (-5)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
32
Closed
18
Calls
$6.76M
Puts
$6.84M
Net Calls
-$79K
Net Calls Change
+$785K
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$18K +$364 +24 +2%
BWA
102
BDO Wealth Advisors
Florida
$16K
EWM
103
Endurance Wealth Management
Rhode Island
$16K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$16K
GRP
105
Global Retirement Partners
California
$16K +$14.4K +950 New
KPCM
106
Kings Point Capital Management
New York
$13K
IA
107
IFP Advisors
Florida
$13K +$5.37K +354 +236%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$12K -$13.6K -900 -54%
WWP
109
WR Wealth Planners
Missouri
$11.6K +$10.9K +721 New
CB
110
Community Bank
New York
$11K
AIP
111
Ahrens Investment Partners
Louisiana
$10K
OIA
112
Optimum Investment Advisors
Illinois
$10K
LFG
113
Larson Financial Group
Missouri
$9K -$510K -33,645 -98%
BWL
114
Bogart Wealth LLC
Virginia
$8K
FWM
115
Focused Wealth Management
New York
$8K
VNA
116
Valley National Advisers
Pennsylvania
$8K
FPS
117
Fieldpoint Private Securities
Connecticut
$6K -$212 -14 -4%
AWM
118
AllSquare Wealth Management
New York
$6K
TCM
119
Tradewinds Capital Management
Washington
$5K
TFS
120
TrustCore Financial Services
Tennessee
$5K
SSG
121
Summit Securities Group
New York
$5K +$4.55K +300 New
ADL
122
Asset Dedication LLC
California
$4K -$5.46K -360 -60%
CWP
123
Concord Wealth Partners
Virginia
$4K
HNB
124
Huntington National Bank
Ohio
$3K +$1.52K +100 +99%
M
125
MOTCO
Texas
$3K +$3.03K +200 New