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274 hedge funds and large institutions have $3.1B invested in Sunoco in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 273274 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 43.22%42.94% (-0.29%)

6% less capital invested

Capital invested by funds: $3.3B → $3.1B (-$192M)

61% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $44M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
84
Reduced
67
Closed
29
Calls
$17.3M
Puts
$44M
Net Calls
-$26.7M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
Sovereign Investment Advisors
Arizona
$2.34M +$2.36M +43,522 New
CA
52
CoreCap Advisors
Michigan
$2.25M +$370K +6,815 +19%
Mariner
53
Mariner
Kansas
$1.96M +$119K +2,189 +6%
PCC
54
Park Circle Company
Maryland
$1.95M
N
55
Natixis
France
$1.89M
EAM
56
Empirical Asset Management
Massachusetts
$1.8M -$79.8K -1,471 -4%
WHG
57
Westwood Holdings Group
Texas
$1.79M
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.75M +$96.7K +1,782 +6%
SPS
59
Susquehanna Portfolio Strategies
Pennsylvania
$1.74M -$27.1K -500 -2%
AWM
60
AE Wealth Management
Kansas
$1.71M +$925K +17,048 +115%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.69M +$24.7K +456 +1%
Creative Planning
62
Creative Planning
Kansas
$1.65M +$251K +4,632 +18%
FWM
63
Finer Wealth Management
Massachusetts
$1.62M +$164K +3,022 +11%
DAC
64
Dividend Assets Capital
South Carolina
$1.58M +$23.9K +440 +2%
SPC
65
Sigma Planning Corp
Michigan
$1.55M -$12.9K -237 -0.8%
SA
66
SpiderRock Advisors
Delaware
$1.49M
CIG
67
Cascade Investment Group
Colorado
$1.49M -$67.8K -1,250 -4%
SOAMC
68
Spirit of America Management Corp
New York
$1.48M
GT
69
Glenmede Trust
Pennsylvania
$1.48M +$434K +8,000 +41%
HighTower Advisors
70
HighTower Advisors
Illinois
$1.47M +$58.2K +1,073 +4%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$1.46M -$20.6K -379 -1%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$1.37M -$36.5M -672,125 -96%
Stifel Financial
73
Stifel Financial
Missouri
$1.36M +$10.5K +194 +0.8%
Ameriprise
74
Ameriprise
Minnesota
$1.35M +$25.6K +471 +2%
LF
75
Lee Financial
Texas
$1.35M +$1.36M +25,103 New

SUN Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2024, worth a combined $3.1B — down 5.8% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 29 closed out — a net gain of 3 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $87.8M.

  • 274 institutional investors held Sunoco (SUN) as of Q3 2024, up from 273 in Q2 2024.
  • Funds reported $3.1B of Sunoco stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest Sunoco buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest Sunoco seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2024.