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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.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $13.5M

1% more funds holding

Funds holding: 209211 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.01% less ownership

Funds ownership: 29.79%24.79% (-5%)

16% less capital invested

Capital invested by funds: $1.5B → $1.26B (-$240M)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.04%
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
+$1.31M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
51
ELCO Management
New York
$1.46M -$363 -6 -0%
LNC
52
Lincoln National Corp
Pennsylvania
$1.46M +$1.46M +24,163 New
KAS
53
Kestra Advisory Services
Texas
$1.44M +$1.45M +23,936 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.4M -$206K -3,414 -13%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.33M +$1.34M +22,137 New
US Bancorp
56
US Bancorp
Minnesota
$1.33M -$161K -2,655 -11%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.26M +$1.26M +20,901 New
Stifel Financial
58
Stifel Financial
Missouri
$1.16M +$2.12K +35 +0.2%
KPWS
59
Kestra Private Wealth Services
Texas
$1.08M +$34K +562 +3%
Corient Private Wealth
60
Corient Private Wealth
Florida
$1.06M -$17.1K -283 -2%
Ameriprise
61
Ameriprise
Minnesota
$1.03M +$163K +2,701 +19%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$1.02M -$121K -2,000 -11%
DAC
63
Dividend Assets Capital
South Carolina
$956K -$207K -3,425 -18%
AFG
64
American Financial Group
Ohio
$934K
XF
65
XML Financial
Maryland
$907K -$589K -9,743 -39%
MP
66
McDonald Partners
Ohio
$904K
KACA
67
Kayne Anderson Capital Advisors
California
$856K
FFN
68
Focus Financial Network
Minnesota
$826K +$4.6K +76 +0.5%
QCIG
69
Quad-Cities Investment Group
Iowa
$804K -$88.3K -1,460 -10%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$795K -$36K -595 -4%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$790K +$52.4K +867 +7%
BAAM
72
Baker Avenue Asset Management
California
$784K
Mariner
73
Mariner
Kansas
$762K +$82.5K +1,364 +12%
CAN
74
Cetera Advisor Networks
California
$756K +$174K +2,881 +30%
HVIA
75
Hudson Valley Investment Advisors
New York
$723K