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113 hedge funds and large institutions have $933M invested in Sunoco in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

48% more capital invested

Capital invested by funds: $628M → $933M (+$304M)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

6% more funds holding

Funds holding: 107113 (+6)

4.27% more ownership

Funds ownership: 26.37%30.64% (+4.3%)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

3% less call options, than puts

Call options by funds: $19.9M | Put options by funds: $20.5M

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
31
Reduced
29
Closed
19
Calls
$19.9M
Puts
$20.5M
Net Calls
-$614K
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
51
First Heartland Consultants
Missouri
$497K -$253K -8,492 -34%
GIM
52
Groesbeck Investment Management
New Jersey
$465K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$423K +$62.7K +2,102 +18%
GW
54
GW & Wade
Massachusetts
$417K +$33.5K +1,122 +9%
CFB
55
Cullen/Frost Bankers
Texas
$398K
Pacer Advisors
56
Pacer Advisors
Pennsylvania
$389K
AllianceBernstein
57
AllianceBernstein
Tennessee
$388K +$21.2K +710 +6%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$379K -$74.9K -2,512 -17%
Millennium Management
59
Millennium Management
New York
$375K +$365K +12,252 New
BIC
60
Beach Investment Counsel
Pennsylvania
$361K +$352K +11,802 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$356K
AIA
62
Avalon Investment & Advisory
Texas
$349K +$20K +671 +6%
BWP
63
Baldwin Wealth Partners
Massachusetts
$306K +$74.6K +2,500 +33%
MWM
64
Meridian Wealth Management
Kentucky
$278K +$271K +9,075 New
AI
65
Atria Investments
North Carolina
$277K -$69.8K -2,341 -21%
LPL Financial
66
LPL Financial
California
$272K -$804K -26,960 -75%
BlackRock
67
BlackRock
New York
$271K -$41.5K -1,392 -14%
FSH
68
Franklin Square Holdings
Pennsylvania
$260K +$254K +8,500 New
MF
69
Magnetar Financial
Illinois
$260K +$254K +8,500 New
AAP
70
Arax Advisory Partners
Colorado
$259K +$44.6K +1,497 +21%
RJT
71
Raymond James Trust
Florida
$246K +$239K +8,025 New
HVIA
72
Hudson Valley Investment Advisors
New York
$245K +$239K +8,000 New
PCP
73
Proficio Capital Partners
Massachusetts
$239K -$52.3K -1,753 -19%
TSS
74
Two Sigma Securities
New York
$221K +$215K +7,219 New
GIM
75
Greenwich Investment Management
Connecticut
$220K -$83.5K -2,800 -28%