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Sunoco
SUN

145 hedge funds and large institutions have $700M invested in Sunoco in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $7.4M

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

10% more funds holding

Funds holding: 132 → 145 (+13)

6% more capital invested

Capital invested by funds: $660M → $700M (+$40.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.58% less ownership

Funds ownership: 24.85% → 22.28% (-2.6%)

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
46
Reduced
33
Closed
14
Calls
$15.1M
Puts
$7.4M
Net Calls
+$7.67M
Net Calls Change
+$3.06M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.77M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.69M
4
EM
ELCO Management
New York
+$2.04M
5
JF
Jump Financial
Illinois
+$1.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$39M
2
N
Natixis
France
-$22M
3
Morgan Stanley
Morgan Stanley
New York
-$15.2M
4
Invesco
Invesco
Georgia
-$9.38M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$2.64M – – –
RIA
27
Recurrent Investment Advisors
Texas
$2.52M -$943K -26,581 -28%
EM
28
ELCO Management
New York
$2.43M +$2.04M +57,370 +805%
NIM
29
NXG Investment Management
Texas
$2.26M – – –
Citadel Advisors
30
Citadel Advisors
Florida
$2.25M +$1.21M +34,006 +132%
WPW
31
Waldron Private Wealth
Pennsylvania
$1.89M – – –
TIS
32
Tortoise Index Solutions
Kansas
$1.8M +$150K +4,224 +10%
VIA
33
Vident Investment Advisory
Georgia
$1.8M +$150K +4,224 +10%
LPL Financial
34
LPL Financial
California
$1.66M +$355K +10,004 +29%
SPC
35
Sigma Planning Corp
Michigan
$1.63M +$375K +10,563 +32%
IAIM
36
International Assets Investment Management
Florida
$1.5M -$1.55M -43,710 -52%
JF
37
Jump Financial
Illinois
$1.49M +$1.4M +39,408 New
BI
38
Bramshill Investments
Florida
$1.42M +$136K +3,838 +11%
PAG
39
Private Advisor Group
New Jersey
$1.27M +$19.8K +558 +2%
GCP
40
GSA Capital Partners
United Kingdom
$1.26M +$1.18M +33,363 New
XF
41
XML Financial
Maryland
$1.16M +$6.46K +182 +0.6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.11M +$151K +4,252 +17%
BRWA
43
B. Riley Wealth Advisors
Florida
$1.06M +$7.03K +198 +0.7%
CS
44
Credit Suisse
Switzerland
$981K +$562K +15,828 +149%
PCC
45
Park Circle Company
Maryland
$933K +$878K +24,750 New
JMPWA
46
JP Morgan Private Wealth Advisors
California
$931K +$325K +9,153 +59%
LF
47
Lee Financial
Texas
$816K – – –
SG Americas Securities
48
SG Americas Securities
New York
$781K +$124K +3,499 +20%
PCH
49
PGIM Custom Harvest
New Jersey
$766K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$756K +$204K +5,739 +40%
1
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3 4 5

SUN Hedge Fund Activity: Q2 2021 in Review

145 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2021, worth a combined $700M — up 6.1% from $660M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUN positions and 14 closed out — a net gain of 13 holders — while 46 added to existing stakes and 33 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $7.77M. The largest seller was Goldman Sachs, cutting an estimated $39M.

  • 145 institutional investors held Sunoco (SUN) as of Q2 2021, up from 132 in Q1 2021.
  • Funds reported $700M of Sunoco stock for Q2 2021, up 6.1% quarter-over-quarter.
  • 27 funds opened new Sunoco positions in Q2 2021 and 14 closed out, a net change of +13 holders.
  • The largest Sunoco buyer in Q2 2021 was Allianz Asset Management, an estimated $7.77M added.
  • The largest Sunoco seller in Q2 2021 was Goldman Sachs, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2021.