We are live on ! Find out more

131 hedge funds and large institutions have $586M invested in Sunoco in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $4.09M

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

3% more capital invested

Capital invested by funds: $571M → $586M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 30.11%28.95% (-1.2%)

2% less funds holding

Funds holding: 134131 (-3)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
42
Reduced
29
Closed
24
Calls
$16.2M
Puts
$4.09M
Net Calls
+$12.1M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
51
Lee Financial
Texas
$528K
XF
52
XML Financial
Maryland
$516K +$13.4K +531 +3%
SPC
53
Sigma Planning Corp
Michigan
$506K -$9.37K -372 -2%
DAC
54
Dividend Assets Capital
South Carolina
$504K -$2.19M -86,837 -81%
PWM
55
Perigon Wealth Management
California
$500K +$126K +5,000 +32%
GC
56
Guggenheim Capital
Illinois
$470K -$205K -8,145 -30%
BRWA
57
B. Riley Wealth Advisors
Florida
$430K +$30.4K +1,208 +7%
Ameriprise
58
Ameriprise
Minnesota
$422K -$49.5K -1,964 -10%
TYCC
59
Texas Yale Capital Corp
Florida
$415K
Creative Planning
60
Creative Planning
Kansas
$382K +$66.9K +2,657 +20%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$370K -$20.1K -800 -5%
NRCM
62
Northern Right Capital Management
Connecticut
$366K -$692K -27,492 -65%
Barclays
63
Barclays
United Kingdom
$365K -$76 -3 -0%
KACA
64
Kayne Anderson Capital Advisors
California
$363K
IAIM
65
International Assets Investment Management
Florida
$357K -$287K -11,395 -44%
Simplex Trading
66
Simplex Trading
Illinois
$347K +$221K +8,768 +160%
QCIG
67
Quad-Cities Investment Group
Iowa
$344K +$6.62K +263 +2%
Stifel Financial
68
Stifel Financial
Missouri
$343K +$831 +33 +0.2%
HighTower Advisors
69
HighTower Advisors
Illinois
$334K +$124K +4,934 +56%
PA
70
PSI Advisors
Florida
$319K -$37.8K -1,500 -10%
IAA
71
Independent Advisor Alliance
North Carolina
$312K +$76 +3 +0%
CS
72
Credit Suisse
Switzerland
$305K +$3.6K +143 +1%
CFB
73
Cullen/Frost Bankers
Texas
$293K
Wolverine Trading
74
Wolverine Trading
Illinois
$281K +$285K +11,317 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$274K +$283K +11,237 New