We are live on ! Find out more

211 hedge funds and large institutions have $1.26B invested in Sunoco in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $13.5M

1% more funds holding

Funds holding: 209211 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.01% less ownership

Funds ownership: 29.79%24.79% (-5%)

16% less capital invested

Capital invested by funds: $1.5B → $1.26B (-$240M)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
63
Reduced
49
Closed
31
Calls
$14.8M
Puts
$13.5M
Net Calls
+$1.31M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$3.76M +$1.97M +32,531 +109%
ICA
27
Infrastructure Capital Advisors
New York
$3.69M +$2.48M +40,973 +203%
TIS
28
Tortoise Index Solutions
Kansas
$3.47M -$957K -15,815 -22%
ETC
29
Exchange Traded Concepts
Oklahoma
$3.47M -$946K -15,637 -21%
BC
30
Barnett & Company
Tennessee
$3.23M -$24.2K -400 -0.7%
SPS
31
Susquehanna Portfolio Strategies
Pennsylvania
$3.22M -$1.48M -24,440 -31%
WPW
32
Waldron Private Wealth
Pennsylvania
$3.01M
AWM
33
Apollon Wealth Management
South Carolina
$2.57M +$144K +2,382 +6%
First Trust Advisors
34
First Trust Advisors
Illinois
$2.34M -$575K -9,509 -20%
PAG
35
Private Advisor Group
New Jersey
$2.23M +$242 +4 +0%
PCC
36
Park Circle Company
Maryland
$2.19M
EAM
37
Empirical Asset Management
Massachusetts
$2.14M +$2.14M +35,426 New
CA
38
CoreCap Advisors
Michigan
$1.97M -$79.5K -1,315 -4%
CM
39
Castleark Management
Illinois
$1.93M +$1.48M +24,540 +332%
CIG
40
Cascade Investment Group
Colorado
$1.83M -$42.3K -700 -2%
SPC
41
Sigma Planning Corp
Michigan
$1.74M +$26K +430 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.71M -$48.4K -801 -3%
Creative Planning
43
Creative Planning
Kansas
$1.66M +$481K +7,951 +40%
SOAMC
44
Spirit of America Management Corp
New York
$1.66M
HighTower Advisors
45
HighTower Advisors
Illinois
$1.55M -$128K -2,124 -8%
FWM
46
Finer Wealth Management
Massachusetts
$1.54M +$201K +3,325 +15%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.53M -$1.61M -26,617 -51%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.49M +$359K +5,934 +32%
CIS
49
Custom Index Systems
New York
$1.48M +$1.48M +24,507 New
TYCC
50
Texas Yale Capital Corp
Florida
$1.47M +$54.4K +900 +4%