We are live on ! Find out more

119 hedge funds and large institutions have $843M invested in Sunoco in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

11% more funds holding

Funds holding: 107119 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.81% less ownership

Funds ownership: 30.66%29.85% (-0.81%)

11% less capital invested

Capital invested by funds: $947M → $843M (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

37% less call options, than puts

Call options by funds: $4.4M | Put options by funds: $7.04M

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
27
Reduced
31
Closed
21
Calls
$4.4M
Puts
$7.04M
Net Calls
-$2.63M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HK
51
Horizon Kinetics
New York
$610K -$5.82K -193 -0.9%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$594K +$632K +20,949 New
QPWM
53
Quadrant Private Wealth Management
Pennsylvania
$589K +$625K +20,740 New
HSA
54
Hussman Strategic Advisors
Maryland
$568K +$603K +20,000 New
Barclays
55
Barclays
United Kingdom
$541K -$2.33M -77,432 -80%
KI
56
Koch Industries
Kansas
$517K +$549K +18,197 New
LPL Financial
57
LPL Financial
California
$504K +$248K +8,224 +86%
FC
58
Ferris Capital
Massachusetts
$497K +$317K +10,500 +150%
TYCC
59
Texas Yale Capital Corp
Florida
$483K -$107K -3,550 -17%
PAG
60
Private Advisor Group
New Jersey
$435K -$135K -4,491 -23%
KACA
61
Kayne Anderson Capital Advisors
California
$423K
Citigroup
62
Citigroup
New York
$404K -$43.5M -1,443,348 -99%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$400K
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$398K -$11.3K -374 -3%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$382K +$85.8K +2,847 +27%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$371K -$59.6K -1,976 -13%
Creative Planning
67
Creative Planning
Kansas
$366K +$389K +12,900 New
GCP
68
GSA Capital Partners
United Kingdom
$363K +$385K +12,770 New
Pacer Advisors
69
Pacer Advisors
Pennsylvania
$361K
VF
70
Virtu Financial
New York
$353K +$375K +12,433 New
PG
71
PEAK6 Group
Illinois
$344K +$157K +5,199 +75%
CFB
72
Cullen/Frost Bankers
Texas
$341K -$30.1K -1,000 -8%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$330K
IAA
74
Independent Advisor Alliance
North Carolina
$318K +$329K +10,899 New
BWP
75
Baldwin Wealth Partners
Massachusetts
$298K +$15.1K +500 +5%