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Sunoco
SUN

209 hedge funds and large institutions have $1.5B invested in Sunoco in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $15.8M

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more capital invested

Capital invested by funds: $940M → $1.5B (+$561M)

12% more funds holding

Funds holding: 186 → 209 (+23)

6.95% more ownership

Funds ownership: 22.84% → 29.79% (+7%)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

Holders
209
Holders Change
+23
Holders Change %
+12.37%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
44
Increased
55
Reduced
57
Closed
20
Calls
$40.5M
Puts
$15.8M
Net Calls
+$24.7M
Net Calls Change
-$8.17M

Top Buyers

1
AA
ALPS Advisors
Colorado
+$505M
2
Blackstone Inc
Blackstone Inc
New York
+$46.6M
3
Morgan Stanley
Morgan Stanley
New York
+$35.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.7M
5
Jennison Associates
Jennison Associates
New York
+$13.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$206M
2
JP Morgan Chase
JP Morgan Chase
New York
-$61.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$20M
4
N
Natixis
France
-$19.6M
5
Citigroup
Citigroup
New York
-$9.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.57M -$1.31M -24,676 -24%
TIS
27
Tortoise Index Solutions
Kansas
$4.4M +$445K +8,358 +13%
ETC
28
Exchange Traded Concepts
Oklahoma
$4.39M +$435K +8,180 +13%
BC
29
Barnett & Company
Tennessee
$3.23M -$520K -9,783 -15%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.11M -$20M -376,798 -88%
WPW
31
Waldron Private Wealth
Pennsylvania
$3M – – –
First Trust Advisors
32
First Trust Advisors
Illinois
$2.9M -$636K -11,959 -20%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$2.72M -$2.68M -50,320 -53%
AWM
34
Apollon Wealth Management
South Carolina
$2.41M +$72.1K +1,356 +3%
PAG
35
Private Advisor Group
New Jersey
$2.22M +$3.62K +68 +0.2%
PCC
36
Park Circle Company
Maryland
$2.18M – – –
CA
37
CoreCap Advisors
Michigan
$2.04M +$1.81M +33,967 New
CIG
38
Cascade Investment Group
Colorado
$1.86M – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.79M -$282K -5,305 -15%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.75M -$137K -2,572 -8%
SPC
41
Sigma Planning Corp
Michigan
$1.71M -$555K -10,426 -27%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.67M +$168K +3,152 +13%
Citadel Advisors
43
Citadel Advisors
Florida
$1.65M -$1.75M -32,908 -54%
SOAMC
44
Spirit of America Management Corp
New York
$1.65M -$4.09M -76,919 -74%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.6M -$43.1K -811 -3%
XF
46
XML Financial
Maryland
$1.49M +$17.5K +329 +1%
US Bancorp
47
US Bancorp
Minnesota
$1.48M -$96.8K -1,820 -7%
EM
48
ELCO Management
New York
$1.45M -$1.29M -24,255 -50%
TYCC
49
Texas Yale Capital Corp
Florida
$1.4M +$678K +12,750 +120%
FWM
50
Finer Wealth Management
Massachusetts
$1.33M +$105K +1,977 +10%
1
2
3 4 5

SUN Hedge Fund Activity: Q4 2023 in Review

209 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2023, worth a combined $1.5B — up 60% from $940M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SUN positions and 20 closed out — a net gain of 24 holders — while 55 added to existing stakes and 57 trimmed.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $505M. The largest seller was Invesco, cutting an estimated $206M.

  • 209 institutional investors held Sunoco (SUN) as of Q4 2023, up from 186 in Q3 2023.
  • Funds reported $1.5B of Sunoco stock for Q4 2023, up 60% quarter-over-quarter.
  • 44 funds opened new Sunoco positions in Q4 2023 and 20 closed out, a net change of +24 holders.
  • The largest Sunoco buyer in Q4 2023 was ALPS Advisors, an estimated $505M added.
  • The largest Sunoco seller in Q4 2023 was Invesco, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2023.