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Sunoco
SUN

Overview Fund Activity

186 hedge funds and large institutions have $940M invested in Sunoco in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
68
Reduced
42
Closed
21
Calls
$39.4M
Puts
$6.56M
Net Calls
+$32.9M
Net Calls Change
+$31M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$21M
2
Jane Street
2
Jane Street
New York
$23.5M
3
N
3
Natixis
France
$19.6M
4
MHI
4
Miller Howard Investments
New York
$17.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$67.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$250M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$6.58M
3
BI
3
Bramshill Investments
Florida
$0
4
Blackstone Inc
4
Blackstone Inc
New York
$74M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$611K
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$1.12M 22,953 +3,823 +20%
DAC
52
Dividend Assets Capital
South Carolina
$1.12M 22,895 -2,446 -10%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.08M 22,129 +520 +2%
FWM
54
Finer Wealth Management
Massachusetts
$994K 20,299 +4,095 +25%
FI
55
Fractal Investments
Connecticut
$979K 20,000 – –
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$930K 19,000 – –
QCIG
57
Quad-Cities Investment Group
Iowa
$886K 18,098 +59 +0.3%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$882K 18,008 – –
Creative Planning
59
Creative Planning
Kansas
$880K 17,978 -4,011 -18%
Stifel Financial
60
Stifel Financial
Missouri
$879K 17,956 +2,260 +14%
Corient Private Wealth
61
Corient Private Wealth
Florida
$865K 17,673 +6,250 +55%
VF
62
Virtu Financial
New York
$847K 17,297 +17,297 New
AWM
63
AE Wealth Management
Kansas
$817K 16,688 +7,374 +79%
KACA
64
Kayne Anderson Capital Advisors
California
$793K 16,200 +1,300 +9%
MFS
65
Mirabella Financial Services
United Kingdom
$777K 15,868 +15,868 New
AFG
66
American Financial Group
Ohio
$759K 15,500 – –
FFN
67
Focus Financial Network
Minnesota
$736K 15,039 +383 +3%
MP
68
McDonald Partners
Ohio
$734K 15,000 – –
CGA
69
Crescent Grove Advisors
Illinois
$733K 14,978 +8,683 +138%
SG Americas Securities
70
SG Americas Securities
New York
$689K 14,079 -811 -5%
Ameriprise
71
Ameriprise
Minnesota
$687K 14,038 +2,498 +22%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$680K 13,895 -1,406 -9%
BAAM
73
Baker Avenue Asset Management
California
$636K 13,000 +3,000 +30%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$611K 12,473 -29,045 -70%
HVIA
75
Hudson Valley Investment Advisors
New York
$587K 12,000 – –
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