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274 hedge funds and large institutions have $3.1B invested in Sunoco in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 273274 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 43.22%42.94% (-0.29%)

6% less capital invested

Capital invested by funds: $3.3B → $3.1B (-$192M)

61% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $44M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
84
Reduced
67
Closed
29
Calls
$17.3M
Puts
$44M
Net Calls
-$26.7M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$39.4K +$108 +2 +0.3%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$38.5K +$22.6K +417 +139%
PS
228
Principal Securities
Iowa
$37.4K +$1.14K +21 +3%
PTC
229
Private Trust Company
Ohio
$34.9K
PA
230
Parallel Advisors
California
$34.5K +$488 +9 +1%
LIM
231
Longfellow Investment Management
Massachusetts
$30.8K
CTC
232
Central Trust Company
Missouri
$30.1K
AT
233
Avalon Trust
New Mexico
$26.8K
AWM
234
Avior Wealth Management
Nebraska
$26.8K
CB
235
CNB Bank
Pennsylvania
$26.8K
DFA
236
DHJJ Financial Advisors
Illinois
$26.8K
GA
237
GoalVest Advisory
New York
$18.1K +$18.3K +337 New
BCWM
238
Bartlett & Co Wealth Management
Ohio
$17.7K
HNB
239
Huntington National Bank
Ohio
$17.7K
NMM
240
Naples Money Management
Florida
$15K
FHA
241
First Horizon Advisors
Tennessee
$14.1K -$21.9K -404 -61%
CSC
242
Caldwell Sutter Capital
California
$14K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$13.8K
GWM
244
Geneos Wealth Management
Colorado
$11.9K +$217 +4 +2%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$11.3K +$7.27K +134 +176%
FNWA
246
Financial Network Wealth Advisors
Utah
$11K +$2.22K +41 +25%
AAG
247
Armstrong Advisory Group
Massachusetts
$10.8K +$163 +3 +2%
CWP
248
Concord Wealth Partners
Virginia
$10.7K +$10.8K +200 New
IAIM
249
International Assets Investment Management
Florida
$10.7K +$30.5M +562,435 +5,437%
CT
250
Coastline Trust
Rhode Island
$9.66K +$9.77K +180 New

SUN Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2024, worth a combined $3.1B — down 5.8% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 29 closed out — a net gain of 3 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $87.8M.

  • 274 institutional investors held Sunoco (SUN) as of Q3 2024, up from 273 in Q2 2024.
  • Funds reported $3.1B of Sunoco stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest Sunoco buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest Sunoco seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2024.