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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.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $6.56M

62% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 42

22% more capital invested

Capital invested by funds: $772M → $940M (+$168M)

1.75% more ownership

Funds ownership: 21.09%22.84% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

1% less funds holding

Funds holding: 188186 (-2)

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% 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
19
Increased
68
Reduced
42
Closed
21
Calls
$39.4M
Puts
$6.56M
Net Calls
+$32.9M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$1.12M +$174K +3,823 +20%
DAC
52
Dividend Assets Capital
South Carolina
$1.12M -$111K -2,446 -10%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.08M +$23.6K +520 +2%
FWM
54
Finer Wealth Management
Massachusetts
$994K +$186K +4,095 +25%
FI
55
Fractal Investments
Connecticut
$979K
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$930K
QCIG
57
Quad-Cities Investment Group
Iowa
$886K +$2.68K +59 +0.3%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$882K
Creative Planning
59
Creative Planning
Kansas
$880K -$182K -4,011 -18%
Stifel Financial
60
Stifel Financial
Missouri
$879K +$103K +2,260 +14%
Corient Private Wealth
61
Corient Private Wealth
Florida
$865K +$284K +6,250 +55%
VF
62
Virtu Financial
New York
$847K +$786K +17,297 New
AWM
63
AE Wealth Management
Kansas
$817K +$335K +7,374 +79%
KACA
64
Kayne Anderson Capital Advisors
California
$793K +$59K +1,300 +9%
MFS
65
Mirabella Financial Services
United Kingdom
$777K +$721K +15,868 New
AFG
66
American Financial Group
Ohio
$759K
FFN
67
Focus Financial Network
Minnesota
$736K +$17.4K +383 +3%
MP
68
McDonald Partners
Ohio
$734K
CGA
69
Crescent Grove Advisors
Illinois
$733K +$394K +8,683 +138%
SG Americas Securities
70
SG Americas Securities
New York
$689K -$36.8K -811 -5%
Ameriprise
71
Ameriprise
Minnesota
$687K +$113K +2,498 +22%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$680K -$63.9K -1,406 -9%
BAAM
73
Baker Avenue Asset Management
California
$636K +$136K +3,000 +30%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$611K -$1.32M -29,045 -70%
HVIA
75
Hudson Valley Investment Advisors
New York
$587K