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Sunoco
SUN

168 hedge funds and large institutions have $628M invested in Sunoco in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $18.1M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $614M → $628M (+$13.9M)

1% more funds holding

Funds holding: 167 → 168 (+1)

0.72% less ownership

Funds ownership: 20.09% → 19.37% (-0.72%)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
40
Closed
18
Calls
$25.5M
Puts
$18.1M
Net Calls
+$7.38M
Net Calls Change
+$3.62M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.16M
2
VFA
Valeo Financial Advisors
Indiana
+$3.92M
3
N
Natixis
France
+$3.21M
4
HF
HRT Financial
New York
+$1.74M
5
Simplex Trading
Simplex Trading
Illinois
+$1.22M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.12M
3
IG
ING Group
Netherlands
-$2.91M
4
Invesco
Invesco
Georgia
-$2.61M
5
Citigroup
Citigroup
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
51
Lee Financial
Texas
$844K – – –
GA
52
GraniteShares Advisors
New York
$777K -$9.36K -238 -1%
SFI
53
Susquehanna Fundamental Investments
Pennsylvania
$777K +$784K +19,940 New
KPWS
54
Kestra Private Wealth Services
Texas
$732K – – –
Creative Planning
55
Creative Planning
Kansas
$729K +$212K +5,400 +41%
QCIG
56
Quad-Cities Investment Group
Iowa
$698K +$44.7K +1,137 +7%
AWS
57
Atria Wealth Solutions
New York
$692K -$650K -16,523 -48%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$688K +$71.4K +1,814 +11%
Jane Street
59
Jane Street
New York
$668K -$637K -16,183 -49%
AFG
60
American Financial Group
Ohio
$604K +$19.7K +500 +3%
FWM
61
Finer Wealth Management
Massachusetts
$588K +$57.6K +1,463 +11%
MP
62
McDonald Partners
Ohio
$585K – – –
KACA
63
Kayne Anderson Capital Advisors
California
$581K – – –
Blackstone Inc
64
Blackstone Inc
New York
$581K +$586K +14,900 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$566K +$58.4K +1,485 +11%
CAM
66
Cresset Asset Management
Illinois
$556K – – –
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$532K -$1.24M -31,518 -70%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$500K +$12.5K +318 +3%
EWA
69
EP Wealth Advisors
California
$498K +$269K +6,850 +115%
Stifel Financial
70
Stifel Financial
Missouri
$494K +$28.1K +714 +6%
Ameriprise
71
Ameriprise
Minnesota
$484K +$15.2K +386 +3%
PA
72
PSI Advisors
Florida
$477K -$38.4K -975 -7%
HVIA
73
Hudson Valley Investment Advisors
New York
$468K – – –
BRWA
74
B. Riley Wealth Advisors
Florida
$463K +$1.85K +47 +0.4%
WIM
75
WealthPlan Investment Management
Nebraska
$453K +$410K +10,426 New
1 2
3
4 5

SUN Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2022, worth a combined $628M — up 2.3% from $614M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.16M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 168 institutional investors held Sunoco (SUN) as of Q3 2022, up from 167 in Q2 2022.
  • Funds reported $628M of Sunoco stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 20 funds opened new Sunoco positions in Q3 2022 and 18 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2022 was JP Morgan Chase, an estimated $6.16M added.
  • The largest Sunoco seller in Q3 2022 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.