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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
PA
251
Pineridge Advisors
Missouri
$8.85K +$163 +3 +2%
OP
252
ORG Partners
Indiana
$8.59K
BWAM
253
Boyd Watterson Asset Management
Ohio
$7.84K
GEA
254
Glen Eagle Advisors
New Jersey
$7.68K
S
255
Sachetta
Massachusetts
$7.25K
EBA
256
Eagle Bay Advisors
New York
$6.87K -$1.79K -33 -20%
TRCT
257
Tower Research Capital (TRC)
New York
$5.8K -$220K -4,056 -97%
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.37K
PS
259
Planned Solutions
California
$5.37K +$5.42K +100 New
NS
260
NBC Securities
Alabama
$5K
CMA
261
Cedar Mountain Advisors
Oregon
$4.99K
UB
262
UMB Bank
Missouri
$4.83K
HNB
263
Hilltop National Bank
Wyoming
$4.29K
CFO
264
CVA Family Office
Colorado
$4.24K
S
265
SignatureFD
Georgia
$4.03K -$19K -350 -82%
WWM
266
Wolff Wiese Magana
California
$3.6K
CBT
267
CoreFirst Bank & Trust
Kansas
$2.42K +$2.44K +45 New
GCM
268
Gables Capital Management
Florida
$2.15K
VWM
269
Venturi Wealth Management
Texas
$1.93K
GWSA
270
Global Wealth Strategies & Associates
Colorado
$1.77K
RM
271
Rudius Management
New York
$1.77K
SSB
272
Sandy Spring Bank
Maryland
$562
HCP
273
Hexagon Capital Partners
Arkansas
$483
BC
274
Brookfield Corp
Ontario, Canada
-$5.85M -103,524 Closed
KAS
275
Kestra Advisory Services
Texas
-$4.3M -76,073 Closed

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.