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Sunoco
SUN

150 hedge funds and large institutions have $845M invested in Sunoco in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

58% more call options, than puts

Call options by funds: $9.67M | Put options by funds: $6.12M

19% more funds holding

Funds holding: 126 → 150 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

0.52% less ownership

Funds ownership: 33.9% → 33.38% (-0.52%)

4% less capital invested

Capital invested by funds: $882M → $845M (-$36.4M)

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
37
Reduced
37
Closed
10
Calls
$9.67M
Puts
$6.12M
Net Calls
+$3.55M
Net Calls Change
-$6.11M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.7M
2
Bessemer Group
Bessemer Group
New Jersey
+$14M
3
Marshall Wace
Marshall Wace
United Kingdom
+$5.54M
4
TCA
Tortoise Capital Advisors
Kansas
+$4.19M
5
AAA
Adams Asset Advisors
Texas
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$43.6M
2
Invesco
Invesco
Georgia
-$23.5M
3
VanEck Associates
VanEck Associates
New York
-$3.71M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.04M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$2.91M +$4.73K +150 +0.2%
EM
27
ELCO Management
New York
$2.68M -$15.6K -495 -0.6%
Bank of America
28
Bank of America
North Carolina
$2.5M -$457K -14,495 -15%
ACM
29
Advisors Capital Management
New Jersey
$2.08M -$120K -3,824 -5%
Citigroup
30
Citigroup
New York
$1.98M -$1.47M -46,635 -42%
Rafferty Asset Management
31
Rafferty Asset Management
New York
$1.95M -$65.6K -2,081 -3%
DCM
32
Driehaus Capital Management
Illinois
$1.89M -$356K -11,300 -15%
SCA
33
Salient Capital Advisors
Texas
$1.83M – – –
RJA
34
Raymond James & Associates
Florida
$1.8M +$52K +1,650 +3%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$1.58M +$1.62M +51,541 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.46M +$63 +2 +0%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.15M +$195K +6,187 +20%
HSA
38
Hussman Strategic Advisors
Maryland
$1.07M -$473K -15,000 -30%
TIS
39
Tortoise Index Solutions
Kansas
$1.07M +$330K +10,458 +43%
IG
40
ING Group
Netherlands
$1.07M – – –
SS
41
Sunbelt Securities
Texas
$1.01M +$63 +2 +0%
GC
42
Guggenheim Capital
Illinois
$949K -$114K -3,625 -10%
WSCM
43
Wellington Shields Capital Management
New York
$946K +$3.72K +118 +0.4%
BI
44
Bramshill Investments
Florida
$925K – – –
Cerity Partners
45
Cerity Partners
New York
$918K +$945K +30,000 New
Parallax Volatility Advisers
46
Parallax Volatility Advisers
California
$910K +$937K +29,743 New
LPL Financial
47
LPL Financial
California
$898K -$351K -11,150 -28%
Jane Street
48
Jane Street
New York
$856K +$881K +27,967 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$847K -$105K -3,341 -11%
WPW
50
Waldron Private Wealth
Pennsylvania
$789K – – –
1
2
3 4 5

SUN Hedge Fund Activity: Q4 2019 in Review

150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2019, worth a combined $845M — down 4.1% from $882M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUN positions and 10 closed out — a net gain of 26 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Goldman Sachs, cutting an estimated $43.6M.

  • 150 institutional investors held Sunoco (SUN) as of Q4 2019, up from 126 in Q3 2019.
  • Funds reported $845M of Sunoco stock for Q4 2019, down 4.1% quarter-over-quarter.
  • 36 funds opened new Sunoco positions in Q4 2019 and 10 closed out, a net change of +26 holders.
  • The largest Sunoco buyer in Q4 2019 was Morgan Stanley, an estimated $25.7M added.
  • The largest Sunoco seller in Q4 2019 was Goldman Sachs, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2019.