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274 hedge funds and large institutions have $3.1B invested in Sunoco in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 273274 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 43.22%42.94% (-0.29%)

6% less capital invested

Capital invested by funds: $3.3B → $3.1B (-$192M)

61% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $44M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
84
Reduced
67
Closed
29
Calls
$17.3M
Puts
$44M
Net Calls
-$26.7M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
26
HUB Investment Partners
Texas
$12.9M -$75K -1,382 -0.6%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$12M +$260K +4,799 +2%
LPL Financial
28
LPL Financial
California
$10.4M -$1.84M -33,957 -15%
IG
29
ING Group
Netherlands
$8.52M +$8.61M +158,715 New
KA
30
Kercheville Advisors
Texas
$8.27M +$2.39K +44 +0%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$7.52M -$454K -8,373 -6%
ETC
32
Exchange Traded Concepts
Oklahoma
$6.88M +$461K +8,494 +7%
WPW
33
Waldron Private Wealth
Pennsylvania
$6.44M +$3.8M +70,000 +140%
Jane Street
34
Jane Street
New York
$6.39M +$3.25M +59,998 +102%
SA
35
Sanctuary Advisors
Indiana
$5.24M +$547K +10,080 +12%
DPIM
36
Duff & Phelps Investment Management
Illinois
$5.14M +$4.16M +76,727 +405%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$4.04M -$6.17M -113,723 -60%
RJA
38
Raymond James & Associates
Florida
$4.01M -$240K -4,424 -6%
SF
39
Summit Financial
New Jersey
$3.82M +$3.86M +71,236 New
TYCC
40
Texas Yale Capital Corp
Florida
$3.65M +$125K +2,300 +4%
Osaic Holdings
41
Osaic Holdings
Arizona
$3.54M -$204K -3,768 -5%
CCM
42
Chickasaw Capital Management
Tennessee
$3.4M +$315K +5,800 +10%
First Trust Advisors
43
First Trust Advisors
Illinois
$3.34M +$58.8K +1,083 +2%
Nomura Holdings
44
Nomura Holdings
Japan
$3.22M
PAG
45
Private Advisor Group
New Jersey
$2.8M +$3.96K +73 +0.1%
Group One Trading
46
Group One Trading
Illinois
$2.76M -$390K -7,188 -12%
BC
47
Barnett & Company
Tennessee
$2.74M -$100K -1,850 -3%
CM
48
Castleark Management
Illinois
$2.59M
AAM
49
Advisors Asset Management
Colorado
$2.4M -$192K -3,543 -7%
AWM
50
Apollon Wealth Management
South Carolina
$2.36M +$2.17K +40 +0.1%

SUN Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2024, worth a combined $3.1B — down 5.8% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 29 closed out — a net gain of 3 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $87.8M.

  • 274 institutional investors held Sunoco (SUN) as of Q3 2024, up from 273 in Q2 2024.
  • Funds reported $3.1B of Sunoco stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest Sunoco buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest Sunoco seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2024.