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Suburban Propane Partners

140 hedge funds and large institutions have $168M invested in Suburban Propane Partners in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

2.17% less ownership

Funds ownership: 19.69%17.53% (-2.2%)

4% less funds holding

Funds holding: 146140 (-6)

11% less capital invested

Capital invested by funds: $189M → $168M (-$20.9M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

35% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $7.78M

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
40
Reduced
29
Closed
23
Calls
$5.08M
Puts
$7.78M
Net Calls
-$2.7M
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
101
Oliver Lagore Vanvalin Investment Group
Michigan
$21.4K +$21.7K +1,400 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$20K
PMFA
103
Plante Moran Financial Advisors
Michigan
$19.7K +$402 +26 +2%
CTC
104
Central Trust Company
Missouri
$19.5K
GWM
105
Geneos Wealth Management
Colorado
$17.6K +$10.1K +650 +130%
PP
106
PFS Partners
New Jersey
$17.1K
BBHC
107
Brown Brothers Harriman & Co
New York
$15.3K
CT
108
Colonial Trust
South Carolina
$15.3K
IGWM
109
ICA Group Wealth Management
Colorado
$15.3K
BF
110
BOK Financial
Oklahoma
$13.5K +$13.7K +883 New
BWA
111
BDO Wealth Advisors
Florida
$12.3K
IA
112
IFP Advisors
Florida
$10.6K -$5.69K -368 -45%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$10.1K -$15 -1 -0.2%
CB
114
Community Bank
New York
$10.1K
ASN
115
Advisory Services Network
Georgia
$9.28K +$124 +8 +1%
OIA
116
Optimum Investment Advisors
Illinois
$9.25K
AIP
117
Ahrens Investment Partners
Louisiana
$9.19K +$9.28K +600 New
CFB
118
Cullen/Frost Bankers
Texas
$7.66K
FWM
119
Focused Wealth Management
New York
$7.66K
SSB
120
Sandy Spring Bank
Maryland
$7.66K +$7.74K +500 New
WWP
121
WR Wealth Planners
Missouri
$7.66K +$7.74K +500 New
AWM
122
AllSquare Wealth Management
New York
$5.39K
VanEck Associates
123
VanEck Associates
New York
$5K +$15 +1 +0.3%
GRP
124
Global Retirement Partners
California
$4.57K
SS
125
Sunbelt Securities
Texas
$4.57K +$4.64K +300 New