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Sunoco
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Overview Fund Activity

181 hedge funds and large institutions have $783M invested in Sunoco in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
53
Reduced
49
Closed
23
Calls
$18.5M
Puts
$10M
Net Calls
+$8.47M
Net Calls Change
+$3.64M

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$64.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
EWA
3
EP Wealth Advisors
California
$6.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.49M
5
VFA
5
Valeo Financial Advisors
Indiana
$4.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$249M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$10.3M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.49M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FI
51
Fractal Investments
Connecticut
$878K 20,000 +20,000 New
AWS
52
Atria Wealth Solutions
New York
$849K 19,341 +1,183 +7%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$834K 19,000 – –
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$807K 18,386 -13,405 -42%
QCIG
55
Quad-Cities Investment Group
Iowa
$789K 17,981 -47 -0.3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$787K 17,928 -7,783 -30%
KPWS
57
Kestra Private Wealth Services
Texas
$770K 17,535 +17,535 New
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$750K 17,092 +6,058 +55%
Corient Private Wealth
59
Corient Private Wealth
Florida
$721K 16,423 – –
FWM
60
Finer Wealth Management
Massachusetts
$684K 15,578 +444 +3%
PI
61
PEAK6 Investments
Illinois
$681K 15,512 +15,512 New
AFG
62
American Financial Group
Ohio
$680K 15,500 – –
MP
63
McDonald Partners
Ohio
$658K 15,000 – –
KACA
64
Kayne Anderson Capital Advisors
California
$654K 14,900 – –
Jane Street
65
Jane Street
New York
$649K 14,787 -4,247 -22%
Stifel Financial
66
Stifel Financial
Missouri
$634K 14,456 -1,504 -9%
FFN
67
Focus Financial Network
Minnesota
$615K 14,023 +14,023 New
SG Americas Securities
68
SG Americas Securities
New York
$600K 13,672 -699 -5%
BRWA
69
B. Riley Wealth Advisors
Florida
$587K 13,372 -195 -1%
Group One Trading
70
Group One Trading
Illinois
$551K 12,558 +12,558 New
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$533K 12,154 +315 +3%
BCM
72
Brookstone Capital Management
Illinois
$527K 11,483 -465 -4%
HVIA
73
Hudson Valley Investment Advisors
New York
$527K 12,000 – –
Creative Planning
74
Creative Planning
Kansas
$522K 11,891 -10,078 -46%
Ameriprise
75
Ameriprise
Minnesota
$516K 11,767 +110 +0.9%
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