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Sunoco
SUN

169 hedge funds and large institutions have $706M invested in Sunoco in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

70% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.86M

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

6% more funds holding

Funds holding: 160 → 169 (+9)

0% more capital invested

Capital invested by funds: $706M → $706M (+$114K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.11% less ownership

Funds ownership: 20.75% → 20.63% (-0.11%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
55
Reduced
41
Closed
14
Calls
$15.1M
Puts
$8.86M
Net Calls
+$6.21M
Net Calls Change
+$568K

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.62M
2
Morgan Stanley
Morgan Stanley
New York
+$5.26M
3
Bank of America
Bank of America
North Carolina
+$3.52M
4
Goldman Sachs
Goldman Sachs
New York
+$3.42M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.58M

Top Sellers

1
Invesco
Invesco
Georgia
-$23.3M
2
N
Natixis
France
-$5.49M
3
GF
Gabelli Funds
New York
-$1.43M
4
ClearBridge Investments
ClearBridge Investments
New York
-$1.26M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.97M -$663K -15,579 -20%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.48M +$2.58M +60,625 New
WPW
28
Waldron Private Wealth
Pennsylvania
$2.04M – – –
EM
29
ELCO Management
New York
$2.04M -$183K -4,300 -8%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$2.02M +$2.11M +49,635 New
SFI
31
Susquehanna Fundamental Investments
Pennsylvania
$2.02M +$926K +21,750 +78%
CB
32
Commerce Bank
Missouri
$2.01M – – –
PAG
33
Private Advisor Group
New Jersey
$2M +$725K +17,042 +53%
TIS
34
Tortoise Index Solutions
Kansas
$1.93M +$141K +3,320 +8%
VIA
35
Vident Investment Advisory
Georgia
$1.93M +$141K +3,320 +8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.89M +$323K +7,595 +20%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$1.84M – – –
PPW
38
Pinnacle Private Wealth
Massachusetts
$1.74M -$55.3K -1,300 -3%
SPC
39
Sigma Planning Corp
Michigan
$1.59M -$129K -3,024 -7%
BI
40
Bramshill Investments
Florida
$1.48M -$182K -4,278 -11%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$1.47M +$469K +11,012 +44%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$1.33M – – –
AWS
43
Atria Wealth Solutions
New York
$1.27M +$1.33M +31,179 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.2M -$479K -11,257 -28%
DAC
45
Dividend Assets Capital
South Carolina
$1.11M +$341K +8,005 +42%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1.05M +$55.3K +1,300 +5%
AWM
47
Apollon Wealth Management
South Carolina
$1.03M +$709K +16,663 +193%
PCC
48
Park Circle Company
Maryland
$1.01M – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$941K +$404K +9,491 +70%
LF
50
Lee Financial
Texas
$884K – – –
1
2
3 4 5

SUN Hedge Fund Activity: Q1 2022 in Review

169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2022, worth a combined $706M — up 0.02% from $706M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SUN positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $7.62M. The largest seller was Invesco, cutting an estimated $23.3M.

  • 169 institutional investors held Sunoco (SUN) as of Q1 2022, up from 160 in Q4 2021.
  • Funds reported $706M of Sunoco stock for Q1 2022, up 0.02% quarter-over-quarter.
  • 25 funds opened new Sunoco positions in Q1 2022 and 14 closed out, a net change of +11 holders.
  • The largest Sunoco buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $7.62M added.
  • The largest Sunoco seller in Q1 2022 was Invesco, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2022.