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273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more funds holding

Funds holding: 211273 (+62)

18.44% more ownership

Funds ownership: 24.79%43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
51
VanEck Associates
New York
$2.05M +$1.98M +36,313 New
N
52
Natixis
France
$1.99M +$1.92M +35,160 New
CA
53
CoreCap Advisors
Michigan
$1.98M +$129K +2,359 +7%
EAM
54
Empirical Asset Management
Massachusetts
$1.98M -$24.2K -443 -1%
Mariner
55
Mariner
Kansas
$1.94M +$1.19M +21,737 +172%
WHG
56
Westwood Holdings Group
Texas
$1.89M +$1.82M +33,396 New
SPS
57
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M -$1.12M -20,494 -38%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.76M -$1.71M -31,296 -50%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.75M +$478K +8,764 +40%
SPC
60
Sigma Planning Corp
Michigan
$1.65M +$15.5K +284 +1%
CIG
61
Cascade Investment Group
Colorado
$1.64M -$70.1K -1,285 -4%
DAC
62
Dividend Assets Capital
South Carolina
$1.64M +$714K +13,091 +83%
SA
63
SpiderRock Advisors
Delaware
$1.57M +$1.52M +27,825 New
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.56M +$793K +14,540 +111%
SOAMC
65
Spirit of America Management Corp
New York
$1.56M
FWM
66
Finer Wealth Management
Massachusetts
$1.53M +$80.9K +1,483 +6%
HighTower Advisors
67
HighTower Advisors
Illinois
$1.49M +$33.4K +613 +2%
CIS
68
Custom Index Systems
New York
$1.48M +$86.9K +1,593 +7%
Creative Planning
69
Creative Planning
Kansas
$1.47M -$87K -1,595 -6%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.44M -$156K -2,864 -10%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.44M +$44K +807 +3%
Stifel Financial
72
Stifel Financial
Missouri
$1.42M +$320K +5,875 +31%
Ameriprise
73
Ameriprise
Minnesota
$1.4M +$413K +7,573 +44%
EM
74
ELCO Management
New York
$1.36M -$6.54K -120 -0.5%
US Bancorp
75
US Bancorp
Minnesota
$1.26M +$6.49K +119 +0.5%