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Sunoco
SUN

126 hedge funds and large institutions have $882M invested in Sunoco in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $17M | Put options by funds: $7.39M

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

0.47% less ownership

Funds ownership: 34.37% → 33.9% (-0.47%)

1% less capital invested

Capital invested by funds: $890M → $882M (-$7.83M)

4% less funds holding

Funds holding: 131 → 126 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
29
Closed
20
Calls
$17M
Puts
$7.39M
Net Calls
+$9.66M
Net Calls Change
+$4.83M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$13.3M
2
TCA
Tortoise Capital Advisors
Kansas
+$8.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.43M
4
BIM
Bridgecreek Investment Management
Oklahoma
+$4.04M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$3.82M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$14.3M
2
Invesco
Invesco
Georgia
-$9.73M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.91M
4
AR
Advisory Research
Illinois
-$8.34M
5
Deutsche Bank
Deutsche Bank
Germany
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$2.98M +$77.3K +2,425 +3%
EM
27
ELCO Management
New York
$2.77M – – –
DCM
28
Driehaus Capital Management
Illinois
$2.3M +$1.18M +37,150 +103%
ACM
29
Advisors Capital Management
New Jersey
$2.25M -$55.6K -1,743 -2%
Rafferty Asset Management
30
Rafferty Asset Management
New York
$2.06M -$188K -5,883 -8%
SCA
31
Salient Capital Advisors
Texas
$1.88M +$236K +7,400 +14%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.87M +$117K +3,663 +7%
RJA
33
Raymond James & Associates
Florida
$1.8M -$28.5K -893 -2%
HSA
34
Hussman Strategic Advisors
Maryland
$1.57M +$1.59M +50,000 New
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$1.55M +$1.58M +49,423 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.5M – – –
LPL Financial
37
LPL Financial
California
$1.27M +$326K +10,215 +34%
IG
38
ING Group
Netherlands
$1.09M +$1.11M +34,830 New
GC
39
Guggenheim Capital
Illinois
$1.09M -$88.1K -2,764 -7%
SS
40
Sunbelt Securities
Texas
$1.04M +$1.06M +33,103 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$988K -$56.5K -1,772 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$976K -$70.4K -2,209 -7%
WSCM
43
Wellington Shields Capital Management
New York
$969K – – –
BI
44
Bramshill Investments
Florida
$951K – – –
Barclays
45
Barclays
United Kingdom
$826K -$129K -4,035 -13%
WPW
46
Waldron Private Wealth
Pennsylvania
$811K +$25.6K +804 +3%
TIS
47
Tortoise Index Solutions
Kansas
$770K +$7.94K +249 +1%
Skandinaviska Enskilda Banken (SEB)
48
Skandinaviska Enskilda Banken (SEB)
Sweden
$745K -$1.56M -49,001 -67%
MA
49
Mutual Advisors
Nebraska
$691K +$26.4K +827 +4%
QPWM
50
Quadrant Private Wealth Management
Pennsylvania
$684K – – –
1
2
3 4 5

SUN Hedge Fund Activity: Q3 2019 in Review

126 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2019, worth a combined $882M — down 0.88% from $890M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUN and 17 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 126 institutional investors held Sunoco (SUN) as of Q3 2019, down from 131 in Q2 2019.
  • Funds reported $882M of Sunoco stock for Q3 2019, down 0.88% quarter-over-quarter.
  • 17 funds opened new Sunoco positions in Q3 2019 and 20 closed out, a net change of -3 holders.
  • The largest Sunoco buyer in Q3 2019 was UBS Group, an estimated $13.3M added.
  • The largest Sunoco seller in Q3 2019 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2019.