Sunoco
91 hedge funds and large institutions have $696M invested in Sunoco in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 20 closing their positions.
238% more call options, than puts
Call options by funds: $9.08M | Put options by funds: $2.69M
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
1.74% more ownership
Funds ownership: 61.83% → 63.57% (+1.7%)
4% less funds holding
Funds holding: 95 → 91 (-4)
9% less capital invested
Capital invested by funds: $765M → $696M (-$68.8M)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$57.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.34M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$4.97M |
| 5 |
Citigroup
New York
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$37.9M |
| 2 |
ClearBridge Investments
New York
|
-$9.68M |
| 3 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$6.95M |
| 4 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
-$5.8M |
| 5 |
BHMP
Bardin Hill Management Partners
New York
|
-$5.13M |
SUN Hedge Fund Activity: Q2 2015 in Review
91 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2015, worth a combined $696M — down 9% from $765M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SUN and 17 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 33 added.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $57.3M. The largest seller was Goldman Sachs, cutting an estimated $37.9M.
- 91 institutional investors held Sunoco (SUN) as of Q2 2015, down from 95 in Q1 2015.
- Funds reported $696M of Sunoco stock for Q2 2015, down 9% quarter-over-quarter.
- 17 funds opened new Sunoco positions in Q2 2015 and 20 closed out, a net change of -3 holders.
- The largest Sunoco buyer in Q2 2015 was Allianz Asset Management, an estimated $57.3M added.
- The largest Sunoco seller in Q2 2015 was Goldman Sachs, an estimated $37.9M sold.
Based on aggregated 13F filings for Q2 2015.