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Suburban Propane Partners

146 hedge funds and large institutions have $189M invested in Suburban Propane Partners in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

4% more funds holding

Funds holding: 141146 (+5)

1% more capital invested

Capital invested by funds: $187M → $189M (+$2.42M)

0.17% less ownership

Funds ownership: 19.86%19.69% (-0.17%)

32% less call options, than puts

Call options by funds: $4.99M | Put options by funds: $7.36M

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
43
Reduced
30
Closed
19
Calls
$4.99M
Puts
$7.36M
Net Calls
-$2.38M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.3K
IA
102
IFP Advisors
Florida
$21K +$4.92K +307 +60%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$20K +$16K +1,000 +345%
CTC
104
Central Trust Company
Missouri
$19.4K
PMFA
105
Plante Moran Financial Advisors
Michigan
$19.1K +$384 +24 +2%
PP
106
PFS Partners
New Jersey
$17K
BBHC
107
Brown Brothers Harriman & Co
New York
$15.2K
CT
108
Colonial Trust
South Carolina
$15.2K +$16K +1,000 New
IGWM
109
ICA Group Wealth Management
Colorado
$15.2K +$16K +1,000 New
MS
110
Madden Securities
Texas
$15.2K +$16K +1,000 New
RMC
111
Resources Management Corp
Connecticut
$14K -$8.01K -500 -35%
BWA
112
BDO Wealth Advisors
Florida
$12.1K
MSCM
113
McElhenny Sheffield Capital Management
Texas
$10.6K +$11.2K +700 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$10K -$3.76M -234,845 -100%
CB
115
Community Bank
New York
$10K
OIA
116
Optimum Investment Advisors
Illinois
$9.17K
ASN
117
Advisory Services Network
Georgia
$9.07K +$9.57K +598 New
TRCT
118
Tower Research Capital (TRC)
New York
$9K -$3.67K -229 -28%
VNA
119
Valley National Advisers
Pennsylvania
$8K
NA
120
NewEdge Advisors
Louisiana
$7.83K +$54.7K +3,417 New
CFB
121
Cullen/Frost Bankers
Texas
$7.59K -$12.6K -785 -61%
BWL
122
Bogart Wealth LLC
Virginia
$7.59K
FWM
123
Focused Wealth Management
New York
$7.59K
GWM
124
Geneos Wealth Management
Colorado
$7.59K +$8.01K +500 New
BAM
125
Belpointe Asset Management
Nevada
$7.16K +$7.56K +472 New