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Sunoco
SUN

Overview Fund Activity

211 hedge funds and large institutions have $1.26B invested in Sunoco in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 31 closing their positions.

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
36
Increased
63
Reduced
49
Closed
31
Calls
$14.8M
Puts
$13.5M
Net Calls
+$1.32M
Net Calls Change
-$23.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$25.6M
2
AA
2
ALPS Advisors
Colorado
$584M
3
EIP
3
Energy Income Partners
Connecticut
$10.5M
4
Wells Fargo
4
Wells Fargo
California
$25.3M
5
ICA
5
Infrastructure Capital Advisors
New York
$3.69M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$71.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.5M
3
Invesco
3
Invesco
Georgia
$27.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$132M
5
Jane Street
5
Jane Street
New York
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
EM
51
ELCO Management
New York
$1.46M 24,216 -6 -0%
LNC
52
Lincoln National Corp
Pennsylvania
$1.46M 24,163 +24,163 New
KAS
53
Kestra Advisory Services
Texas
$1.44M 23,936 +23,936 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.4M 23,211 -3,414 -13%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.33M 22,137 +22,137 New
US Bancorp
56
US Bancorp
Minnesota
$1.33M 22,107 -2,655 -11%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.26M 20,901 +20,901 New
Stifel Financial
58
Stifel Financial
Missouri
$1.16M 19,182 +35 +0.2%
KPWS
59
Kestra Private Wealth Services
Texas
$1.08M 17,837 +562 +3%
Corient Private Wealth
60
Corient Private Wealth
Florida
$1.06M 17,540 -283 -2%
Ameriprise
61
Ameriprise
Minnesota
$1.03M 17,115 +2,701 +19%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$1.02M 17,000 -2,000 -11%
DAC
63
Dividend Assets Capital
South Carolina
$956K 15,857 -3,425 -18%
AFG
64
American Financial Group
Ohio
$934K 15,500 – –
XF
65
XML Financial
Maryland
$907K 15,036 -9,743 -39%
MP
66
McDonald Partners
Ohio
$904K 15,000 – –
KACA
67
Kayne Anderson Capital Advisors
California
$856K 14,200 – –
FFN
68
Focus Financial Network
Minnesota
$826K 15,183 +76 +0.5%
QCIG
69
Quad-Cities Investment Group
Iowa
$804K 13,336 -1,460 -10%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$795K 13,182 -595 -4%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$790K 13,101 +867 +7%
BAAM
72
Baker Avenue Asset Management
California
$784K 13,000 – –
Mariner
73
Mariner
Kansas
$762K 12,642 +1,364 +12%
CAN
74
Cetera Advisor Networks
California
$756K 12,539 +2,881 +30%
HVIA
75
Hudson Valley Investment Advisors
New York
$723K 12,000 – –
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3
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