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Sunoco
SUN

178 hedge funds and large institutions have $749M invested in Sunoco in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

33% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $14.6M

19% more capital invested

Capital invested by funds: $628M → $749M (+$120M)

6% more funds holding

Funds holding: 168 → 178 (+10)

1.35% more ownership

Funds ownership: 19.37% → 20.73% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
61
Reduced
32
Closed
23
Calls
$19.4M
Puts
$14.6M
Net Calls
+$4.83M
Net Calls Change
-$2.54M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.4M
3
Wells Fargo
Wells Fargo
California
+$5.25M
4
UBS Group
UBS Group
Switzerland
+$2.96M
5
RIA
Recurrent Investment Advisors
Texas
+$2.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.8M
2
VFA
Valeo Financial Advisors
Indiana
-$3.88M
3
VIA
Vident Investment Advisory
Georgia
-$2.02M
4
HF
HRT Financial
New York
-$1.73M
5
Invesco
Invesco
Georgia
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
26
ELCO Management
New York
$2.13M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.09M +$470K +11,127 +30%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.97M +$793K +18,795 +70%
WPW
29
Waldron Private Wealth
Pennsylvania
$1.95M – – –
Simplex Trading
30
Simplex Trading
Illinois
$1.75M +$408K +9,666 +31%
SPC
31
Sigma Planning Corp
Michigan
$1.74M +$2.91K +69 +0.2%
BI
32
Bramshill Investments
Florida
$1.69M -$50.8K -1,204 -3%
AWM
33
AE Wealth Management
Kansas
$1.64M +$591 +14 +0%
JF
34
Jump Financial
Illinois
$1.57M +$1.54M +36,375 New
PCC
35
Park Circle Company
Maryland
$1.57M – – –
USCWA
36
U.S. Capital Wealth Advisors
Texas
$1.47M +$1.22K +29 +0.1%
CIG
37
Cascade Investment Group
Colorado
$1.39M +$1.36M +32,265 New
JMPWA
38
JP Morgan Private Wealth Advisors
California
$1.37M +$4.43K +105 +0.3%
AWM
39
Apollon Wealth Management
South Carolina
$1.35M -$41.7K -988 -3%
Barclays
40
Barclays
United Kingdom
$1.25M +$246K +5,828 +25%
DAC
41
Dividend Assets Capital
South Carolina
$1.21M +$148K +3,496 +11%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.15M -$51.2K -1,213 -4%
TG
43
TCW Group
California
$1.15M – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.11M +$11.6K +276 +1%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.11M – – –
XF
46
XML Financial
Maryland
$1.1M -$53K -1,256 -5%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$1.09M +$230K +5,448 +27%
HighTower Advisors
48
HighTower Advisors
Illinois
$999K -$38.8K -920 -4%
Creative Planning
49
Creative Planning
Kansas
$947K +$138K +3,269 +17%
LF
50
Lee Financial
Texas
$933K – – –
1
2
3 4 5

SUN Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2022, worth a combined $749M — up 19% from $628M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUN positions and 23 closed out — a net gain of 15 holders — while 61 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.4M. The largest seller was Bank of America, cutting an estimated $12.8M.

  • 178 institutional investors held Sunoco (SUN) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $749M of Sunoco stock for Q4 2022, up 19% quarter-over-quarter.
  • 38 funds opened new Sunoco positions in Q4 2022 and 23 closed out, a net change of +15 holders.
  • The largest Sunoco buyer in Q4 2022 was JP Morgan Chase, an estimated $48.4M added.
  • The largest Sunoco seller in Q4 2022 was Bank of America, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2022.