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178 hedge funds and large institutions have $749M invested in Sunoco in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

33% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $14.6M

19% more capital invested

Capital invested by funds: $628M → $749M (+$120M)

6% more funds holding

Funds holding: 168178 (+10)

1.35% more ownership

Funds ownership: 19.37%20.73% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
61
Reduced
32
Closed
23
Calls
$19.4M
Puts
$14.6M
Net Calls
+$4.83M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$907K +$274K +6,496 +45%
Jane Street
52
Jane Street
New York
$820K +$79.6K +1,887 +11%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$819K -$549K -13,000 -41%
VF
54
Virtu Financial
New York
$818K +$801K +18,980 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$806K +$43.8K +1,039 +6%
AWS
56
Atria Wealth Solutions
New York
$783K +$16.9K +401 +2%
QCIG
57
Quad-Cities Investment Group
Iowa
$777K +$5.02K +119 +0.7%
Corient Private Wealth
58
Corient Private Wealth
Florida
$708K +$693K +16,423 New
Stifel Financial
59
Stifel Financial
Missouri
$688K +$139K +3,290 +26%
AFG
60
American Financial Group
Ohio
$668K
FWM
61
Finer Wealth Management
Massachusetts
$652K +$1.39K +33 +0.2%
MP
62
McDonald Partners
Ohio
$647K
Blackstone Inc
63
Blackstone Inc
New York
$647K +$4.22K +100 +0.7%
KACA
64
Kayne Anderson Capital Advisors
California
$642K
IAIM
65
International Assets Investment Management
Florida
$633K +$194K +4,598 +46%
GA
66
GraniteShares Advisors
New York
$627K -$228K -5,410 -27%
SG Americas Securities
67
SG Americas Securities
New York
$619K +$135K +3,203 +29%
BRWA
68
B. Riley Wealth Advisors
Florida
$585K +$72.2K +1,710 +14%
BCM
69
Brookstone Capital Management
Illinois
$524K +$25.1K +594 +5%
HVIA
70
Hudson Valley Investment Advisors
New York
$517K
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$510K -$41.4K -980 -8%
Ameriprise
72
Ameriprise
Minnesota
$503K -$31.6K -749 -6%
WP
73
WealthPLAN Partners
Nebraska
$484K +$434K +10,276 New
WIM
74
WealthPlan Investment Management
Nebraska
$482K -$6.33K -150 -1%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$476K +$211K +5,000 +83%

SUN Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2022, worth a combined $749M — up 19% from $628M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUN positions and 23 closed out — a net gain of 15 holders — while 61 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.4M. The largest seller was Bank of America, cutting an estimated $12.8M.

  • 178 institutional investors held Sunoco (SUN) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $749M of Sunoco stock for Q4 2022, up 19% quarter-over-quarter.
  • 38 funds opened new Sunoco positions in Q4 2022 and 23 closed out, a net change of +15 holders.
  • The largest Sunoco buyer in Q4 2022 was JP Morgan Chase, an estimated $48.4M added.
  • The largest Sunoco seller in Q4 2022 was Bank of America, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2022.