Sunoco
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.
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: 273 → 274 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$30.5M |
| 2 |
JP Morgan Chase
New York
|
+$24.7M |
| 3 |
Barclays
London,
United Kingdom
|
+$23.7M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$17.4M |
| 5 |
HF
HRT Financial
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
-$87.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.8M |
| 4 |
Blackstone Inc
New York
|
-$9.59M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$6.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5.7K | -105 | -99% |
|
|
SIS
302
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$1.58K | -28 | Closed |
|
|
KFS
303
Kelly Financial Services
Braintree,
Massachusetts
| – | -$796 | -14 | 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.