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126 hedge funds and large institutions have $882M invested in Sunoco in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $17M | Put options by funds: $7.39M

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

0.47% less ownership

Funds ownership: 34.37%33.9% (-0.47%)

1% less capital invested

Capital invested by funds: $890M → $882M (-$7.83M)

4% less funds holding

Funds holding: 131126 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
29
Closed
20
Calls
$17M
Puts
$7.39M
Net Calls
+$9.66M
Net Calls Change
+$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
51
Lee Financial
Texas
$681K
FC
52
Ferris Capital
Massachusetts
$664K
NAM
53
Nexpoint Asset Management
Texas
$607K +$615K +19,285 New
PAG
54
Private Advisor Group
New Jersey
$600K -$23.2K -728 -4%
Ameriprise
55
Ameriprise
Minnesota
$576K -$485K -15,214 -45%
SPC
56
Sigma Planning Corp
Michigan
$539K +$17.1K +536 +3%
NA
57
NewEdge Advisors
Louisiana
$535K
TYCC
58
Texas Yale Capital Corp
Florida
$535K
KACA
59
Kayne Anderson Capital Advisors
California
$468K
Creative Planning
60
Creative Planning
Kansas
$450K -$47.5K -1,490 -9%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$428K +$166K +5,197 +62%
BRWA
62
B. Riley Wealth Advisors
Florida
$420K +$198K +6,210 +87%
HighTower Advisors
63
HighTower Advisors
Illinois
$411K -$74.1K -2,326 -15%
GH
64
GAM Holding
Switzerland
$401K -$221K -6,919 -35%
IAA
65
Independent Advisor Alliance
North Carolina
$398K
CT
66
Coastline Trust
Rhode Island
$396K +$401K +12,595 New
Stifel Financial
67
Stifel Financial
Missouri
$387K +$91.1K +2,858 +30%
MIAN
68
Mariner Independent Advisor Network
Kansas
$382K +$8.06K +253 +2%
CFB
69
Cullen/Frost Bankers
Texas
$377K
BTS
70
BB&T Securities
Virginia
$370K +$25.5K +800 +7%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$354K -$57.2K -1,796 -14%
QCIG
72
Quad-Cities Investment Group
Iowa
$354K +$4.24K +133 +1%
HVIA
73
Hudson Valley Investment Advisors
New York
$346K
CS
74
Credit Suisse
Switzerland
$344K -$65.1K -2,042 -16%
BWP
75
Baldwin Wealth Partners
Massachusetts
$330K

SUN Hedge Fund Activity: Q3 2019 in Review

126 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2019, worth a combined $882M — down 0.88% from $890M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUN and 17 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 126 institutional investors held Sunoco (SUN) as of Q3 2019, down from 131 in Q2 2019.
  • Funds reported $882M of Sunoco stock for Q3 2019, down 0.88% quarter-over-quarter.
  • 17 funds opened new Sunoco positions in Q3 2019 and 20 closed out, a net change of -3 holders.
  • The largest Sunoco buyer in Q3 2019 was UBS Group, an estimated $13.3M added.
  • The largest Sunoco seller in Q3 2019 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2019.