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294 hedge funds and large institutions have $4.37B invested in Sunoco in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

69% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $29.2M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $3.47B → $4.37B (+$903M)

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

7% more funds holding

Funds holding: 274294 (+20)

0.65% more ownership

Funds ownership: 48.49%49.13% (+0.65%)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
43
Increased
89
Reduced
78
Closed
17
Calls
$49.4M
Puts
$29.2M
Net Calls
+$20.1M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$1.6B -$11.2M -184,874 -0.7%
Invesco
2
Invesco
Georgia
$575M +$650K +10,713 +0.1%
Goldman Sachs
3
Goldman Sachs
New York
$359M -$20.2M -333,045 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$236M +$109M +1,788,677 +97%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$210M +$8.81M +145,299 +5%
EIP
6
Energy Income Partners
Connecticut
$124M -$3.31M -54,644 -3%
CLG
7
Cooperman Leon G
$105M
JP Morgan Chase
8
JP Morgan Chase
New York
$99.8M -$7.38M -121,588 -7%
Morgan Stanley
9
Morgan Stanley
New York
$72.2M -$32M -527,594 -32%
RIA
10
Recurrent Investment Advisors
Texas
$66.8M +$21.2M +349,254 +51%
ICA
11
Infrastructure Capital Advisors
New York
$63.2M +$15M +247,569 +34%
UBS Group
12
UBS Group
Switzerland
$62.4M -$434K -7,150 -0.7%
Blackstone Inc
13
Blackstone Inc
New York
$58.1M -$93.4M -1,540,236 -63%
MHI
14
Miller Howard Investments
New York
$53M +$7.7M +126,964 +18%
TCA
15
Tortoise Capital Advisors
Kansas
$53M +$900K +14,833 +2%
Barclays
16
Barclays
United Kingdom
$51.6M +$12.9M +212,450 +36%
FI
17
Fractal Investments
Connecticut
$40.1M
BHC
18
Bowen Hanes & Co
Florida
$39M
Neuberger Berman Group
19
Neuberger Berman Group
New York
$37.5M -$709K -11,682 -2%
AAA
20
Adams Asset Advisors
Texas
$36.8M -$347K -5,725 -1%
Raymond James Financial
21
Raymond James Financial
Florida
$24.9M +$80.8K +1,332 +0.3%
Allianz Asset Management
22
Allianz Asset Management
Germany
$21.3M +$12.8M +210,515 +179%
Citigroup
23
Citigroup
New York
$15.5M +$1.92M +31,713 +15%
Wells Fargo
24
Wells Fargo
California
$14.5M +$1.33M +21,899 +11%
Bank of America
25
Bank of America
North Carolina
$13.3M +$3.01M +49,589 +32%