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188 hedge funds and large institutions have $772M invested in Sunoco in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

19% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $9.81M

4% more funds holding

Funds holding: 181188 (+7)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 21.15%21.09% (-0.06%)

1% less capital invested

Capital invested by funds: $783M → $772M (-$11M)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
53
Reduced
52
Closed
16
Calls
$11.7M
Puts
$9.81M
Net Calls
+$1.89M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$958K +$447K +10,098 +85%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$941K +$10.5K +238 +1%
HighTower Advisors
53
HighTower Advisors
Illinois
$933K -$80.7K -1,823 -8%
FI
54
Fractal Investments
Connecticut
$871K
AWS
55
Atria Wealth Solutions
New York
$833K -$9.34K -211 -1%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$828K
QCIG
57
Quad-Cities Investment Group
Iowa
$786K +$2.57K +58 +0.3%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$784K -$16.7K -378 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$741K -$1.5M -33,997 -67%
FWM
60
Finer Wealth Management
Massachusetts
$706K +$27.7K +626 +4%
Stifel Financial
61
Stifel Financial
Missouri
$684K +$54.9K +1,240 +9%
AFG
62
American Financial Group
Ohio
$675K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$667K -$116K -2,627 -15%
MP
64
McDonald Partners
Ohio
$653K
KACA
65
Kayne Anderson Capital Advisors
California
$649K
SG Americas Securities
66
SG Americas Securities
New York
$649K +$53.9K +1,218 +9%
FFN
67
Focus Financial Network
Minnesota
$638K +$28K +633 +5%
GCP
68
GSA Capital Partners
United Kingdom
$573K +$582K +13,145 New
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$528K -$220K -4,980 -29%
HVIA
70
Hudson Valley Investment Advisors
New York
$523K
BRWA
71
B. Riley Wealth Advisors
Florida
$508K -$76.2K -1,721 -13%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$505K -$24.8K -560 -5%
Ameriprise
73
Ameriprise
Minnesota
$503K -$10K -227 -2%
Corient Private Wealth
74
Corient Private Wealth
Florida
$498K -$221K -5,000 -30%
PA
75
PSI Advisors
Florida
$471K +$443 +10 +0.1%