We are live on ! Find out more

117 hedge funds and large institutions have $1.04B invested in Sunoco in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

2% more funds holding

Funds holding: 115117 (+2)

3% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $16.4M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.42% less ownership

Funds ownership: 41.98%37.56% (-4.4%)

13% less capital invested

Capital invested by funds: $1.2B → $1.04B (-$159M)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
40
Reduced
33
Closed
19
Calls
$16.8M
Puts
$16.4M
Net Calls
+$470K
Net Calls Change
-$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
76
Greenwich Investment Management
Connecticut
$327K
LPL Financial
77
LPL Financial
California
$320K +$334K +11,126 New
Creative Planning
78
Creative Planning
Kansas
$319K +$201K +6,700 +156%
GHAM
79
Gilman Hill Asset Management
Connecticut
$315K +$15K +500 +5%
Franklin Resources
80
Franklin Resources
California
$311K
BWP
81
Baldwin Wealth Partners
Massachusetts
$290K +$301K +10,000 New
BCM
82
Bienville Capital Management
New York
$290K +$301K +10,000 New
CCT
83
Country Club Trust
Missouri
$287K -$13.9K -464 -4%
ACN
84
Advisor Consultant Network
Ohio
$287K +$297K +9,891 New
GIM
85
Groesbeck Investment Management
New Jersey
$262K +$271K +9,033 New
Lido Advisors
86
Lido Advisors
California
$261K
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$235K +$244K +8,110 New
MC
88
Moors & Cabot
Massachusetts
$223K +$228K +7,600 New
GW
89
GW & Wade
Massachusetts
$222K
BGA
90
Belmont Global Advisors
Texas
$218K +$225K +7,500 New
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$204K +$211K +7,037 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$175K +$180K +6,000 New
BlackRock
93
BlackRock
New York
$173K +$22.5K +748 +14%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101K +$56.2K +1,869 +116%
AG
95
Advisor Group
Arizona
$85K +$49.1K +1,634 +125%
MFS
96
MSI Financial Services
Massachusetts
$71K +$42.2K +1,405 +133%
IA
97
IFP Advisors
Florida
$69K +$3.1K +103 +5%
US Bancorp
98
US Bancorp
Minnesota
$48K +$25.5K +850 +104%
Simplex Trading
99
Simplex Trading
Illinois
$38K -$434K -14,447 -92%
SAM
100
Solaris Asset Management
New York
$38K +$12K +400 +44%