We are live on ! Find out more
SPH icon

Suburban Propane Partners

149 hedge funds and large institutions have $190M invested in Suburban Propane Partners in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

10% more funds holding

Funds holding: 135149 (+14)

1.04% more ownership

Funds ownership: 19.04%20.09% (+1%)

2% less capital invested

Capital invested by funds: $193M → $190M (-$3.15M)

23% less call options, than puts

Call options by funds: $4.69M | Put options by funds: $6.07M

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
27
Reduced
38
Closed
13
Calls
$4.69M
Puts
$6.07M
Net Calls
-$1.38M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
Optimum Investment Advisors
Illinois
$9K
LFG
127
Larson Financial Group
Missouri
$9K +$33 +2 +0.3%
BWL
128
Bogart Wealth LLC
Virginia
$8K
FWM
129
Focused Wealth Management
New York
$8K
VNA
130
Valley National Advisers
Pennsylvania
$8K
MCM
131
McMillion Capital Management
North Carolina
$6K +$6.62K +400 New
AWM
132
AllSquare Wealth Management
New York
$5K
TFS
133
TrustCore Financial Services
Tennessee
$5K
MA
134
Montag & Associates
Georgia
$5K +$5.49K +332 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$5K +$5.86K +354 New
CWP
136
Concord Wealth Partners
Virginia
$4K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$3.11K
HNB
138
Huntington National Bank
Ohio
$3K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.14K +190 New
AF
140
Advisornet Financial
Minnesota
$3K +$3.31K +200 New
UB
141
UMB Bank
Missouri
$2K
HIA
142
Harbor Investment Advisory
Maryland
$2K +$33 +2 +2%
CFFP
143
Center for Financial Planning
Michigan
$1K
LF
144
Lee Financial
Texas
$1K
SIC
145
Salem Investment Counselors
North Carolina
$1K
GEA
146
Glen Eagle Advisors
New Jersey
$488
Ameriprise
147
Ameriprise
Minnesota
-$170K -10,566 Closed
CAGAS
148
Capital Advisory Group Advisory Services
Minnesota
-$93K -5,759 Closed
CG
149
Cutler Group
California
-$73.7K -4,456 Closed
ACM
150
Antonetti Capital Management
Florida
-$29K -1,800 Closed