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Sunoco
SUN

168 hedge funds and large institutions have $628M invested in Sunoco in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $18.1M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $614M → $628M (+$13.9M)

1% more funds holding

Funds holding: 167 → 168 (+1)

0.72% less ownership

Funds ownership: 20.09% → 19.37% (-0.72%)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
40
Closed
18
Calls
$25.5M
Puts
$18.1M
Net Calls
+$7.38M
Net Calls Change
+$3.62M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.16M
2
VFA
Valeo Financial Advisors
Indiana
+$3.92M
3
N
Natixis
France
+$3.21M
4
HF
HRT Financial
New York
+$1.74M
5
Simplex Trading
Simplex Trading
Illinois
+$1.22M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.12M
3
IG
ING Group
Netherlands
-$2.91M
4
Invesco
Invesco
Georgia
-$2.61M
5
Citigroup
Citigroup
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
26
Vident Investment Advisory
Georgia
$2.02M +$35.8K +909 +2%
WPW
27
Waldron Private Wealth
Pennsylvania
$1.95M – – –
EM
28
ELCO Management
New York
$1.92M -$8.26K -210 -0.4%
HF
29
HRT Financial
New York
$1.73M +$1.74M +44,316 New
SPC
30
Sigma Planning Corp
Michigan
$1.57M +$44.5K +1,130 +3%
BI
31
Bramshill Investments
Florida
$1.57M +$82.1K +2,086 +5%
PAG
32
Private Advisor Group
New Jersey
$1.51M -$48.6K -1,236 -3%
AWM
33
AE Wealth Management
Kansas
$1.49M +$24.5K +623 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.46M -$601K -15,283 -29%
PCC
35
Park Circle Company
Maryland
$1.42M – – –
USCWA
36
U.S. Capital Wealth Advisors
Texas
$1.33M +$1.22K +31 +0.1%
AWM
37
Apollon Wealth Management
South Carolina
$1.26M +$286K +7,263 +29%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$1.25M – – –
JMPWA
39
JP Morgan Private Wealth Advisors
California
$1.24M -$182K -4,616 -13%
DAC
40
Dividend Assets Capital
South Carolina
$1.21M +$107K +2,719 +9%
Simplex Trading
41
Simplex Trading
Illinois
$1.21M +$1.22M +30,977 New
PI
42
PEAK6 Investments
Illinois
$1.14M +$837K +21,276 +269%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.09M – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.05M -$2.1M -53,304 -67%
XF
45
XML Financial
Maryland
$1.04M +$329K +8,369 +46%
TG
46
TCW Group
California
$1.04M – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$999K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$991K +$439K +11,157 +78%
HighTower Advisors
49
HighTower Advisors
Illinois
$939K -$37.4K -951 -4%
Barclays
50
Barclays
United Kingdom
$900K +$132K +3,344 +17%
1
2
3 4 5

SUN Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2022, worth a combined $628M — up 2.3% from $614M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.16M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 168 institutional investors held Sunoco (SUN) as of Q3 2022, up from 167 in Q2 2022.
  • Funds reported $628M of Sunoco stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 20 funds opened new Sunoco positions in Q3 2022 and 18 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2022 was JP Morgan Chase, an estimated $6.16M added.
  • The largest Sunoco seller in Q3 2022 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.