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Sunoco
SUN

Overview Fund Activity

273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.97%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M

Top Buyers

1
AA
ALPS Advisors
Colorado
+$516M
2
Invesco
Invesco
Georgia
+$454M
3
Goldman Sachs
Goldman Sachs
New York
+$255M
4
TCA
Tortoise Capital Advisors
Kansas
+$76.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$74.1M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$12.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.77M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.46M
4
SPS
Susquehanna Portfolio Strategies
Pennsylvania
-$1.16M
5
HF
HRT Financial
New York
-$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
226
Coppell Advisory Solutions
Texas
$36.7K +$36.7K +650 New
PA
227
Parallel Advisors
California
$35.8K +$509 +9 +1%
LIM
228
Longfellow Investment Management
Massachusetts
$32.5K +$32.5K +574 New
CTC
229
Central Trust Company
Missouri
$31.7K +$31.7K +560 New
CB
230
CNB Bank
Pennsylvania
$28.3K – – –
AWM
231
Avior Wealth Management
Nebraska
$28.3K – – –
AT
232
Avalon Trust
New Mexico
$28.3K – – –
DFA
233
DHJJ Financial Advisors
Illinois
$28.3K – – –
S
234
SignatureFD
Georgia
$24K +$19.8K +350 +467%
HNB
235
Huntington National Bank
Ohio
$18.7K -$11.3K -200 -38%
BCWM
236
Bartlett & Co Wealth Management
Ohio
$18.7K – – –
CC
237
Cypress Capital
Tennessee
$17.2K +$17.2K +305 New
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$16.9K +$5.62K +100 +50%
NMM
239
Naples Money Management
Florida
$15.8K – – –
CSC
240
Caldwell Sutter Capital
California
$14.8K +$14.8K +261 New
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$14.5K +$14.5K +257 New
GWM
242
Geneos Wealth Management
Colorado
$12.3K +$170 +3 +1%
TWC
243
TD Waterhouse Canada
Ontario, Canada
$11.3K +$11.3K +200 New
RFG
244
RFP Financial Group
Georgia
$11.3K +$11.3K +200 New
AAG
245
Armstrong Advisory Group
Massachusetts
$11.2K -$10.2K -180 -48%
FNWA
246
Financial Network Wealth Advisors
Utah
$9.22K +$9.22K +163 New
PA
247
Pineridge Advisors
Missouri
$9.17K +$113 +2 +1%
EBA
248
Eagle Bay Advisors
New York
$9.1K +$4.58K +81 +101%
OP
249
ORG Partners
Indiana
$9.02K +$9.02K +160 New
BWAM
250
Boyd Watterson Asset Management
Ohio
$8.26K +$8.26K +146 New
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