We are live on ! Find out more

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

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more funds holding

Funds holding: 211273 (+62)

18.44% more ownership

Funds ownership: 24.79%43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
251
Glen Eagle Advisors
New Jersey
$8.09K
S
252
Sachetta
Massachusetts
$7.44K
HT
253
Headlands Technologies
Illinois
$6.79K -$4.31K -79 -40%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$6K +$109 +2 +2%
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.65K -$13.6K -250 -71%
CMA
256
Cedar Mountain Advisors
Oregon
$5.26K +$2.18K +40 +75%
UB
257
UMB Bank
Missouri
$5.09K +$4.91K +90 New
NS
258
NBC Securities
Alabama
$5K +$5.45K +100 New
HNB
259
Hilltop National Bank
Wyoming
$4.52K +$4.36K +80 New
CFO
260
CVA Family Office
Colorado
$4.47K
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$4.3K -$1.31K -24 -24%
WWM
262
Wolff Wiese Magana
California
$3.79K
Barclays
263
Barclays
United Kingdom
$2.71K -$584K -10,717 -100%
GCM
264
Gables Capital Management
Florida
$2.26K +$2.18K +40 New
VWM
265
Venturi Wealth Management
Texas
$2.04K +$1.96K +36 New
GWSA
266
Global Wealth Strategies & Associates
Colorado
$1.87K
RM
267
Rudius Management
New York
$1.87K
SIS
268
Sound Income Strategies
Florida
$1.58K
Citadel Advisors
269
Citadel Advisors
Florida
$1.53K +$1.47K +27 New
SFC
270
Strategic Financial Concepts
Texas
$1.24K +$3.72M +68,194 New
KFS
271
Kelly Financial Services
Massachusetts
$796
SSB
272
Sandy Spring Bank
Maryland
$583
HCP
273
Hexagon Capital Partners
Arkansas
$509
Jennison Associates
274
Jennison Associates
New York
-$12.2M -202,965 Closed
LNC
275
Lincoln National Corp
Pennsylvania
-$1.46M -24,163 Closed