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126 hedge funds and large institutions have $882M invested in Sunoco in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $17M | Put options by funds: $7.39M

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

0.47% less ownership

Funds ownership: 34.37%33.9% (-0.47%)

1% less capital invested

Capital invested by funds: $890M → $882M (-$7.83M)

4% less funds holding

Funds holding: 131126 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
29
Closed
20
Calls
$17M
Puts
$7.39M
Net Calls
+$9.66M
Net Calls Change
+$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advisor Group
Arizona
$303K +$3.89K +122 +1%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$293K +$6.41K +201 +2%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$283K +$287K +9,000 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$275K -$13.5K -425 -5%
CAMG
80
CWA Asset Management Group
Florida
$264K
SWP
81
Stratos Wealth Partners
Ohio
$261K +$18.4K +578 +8%
CAN
82
Cetera Advisor Networks
California
$258K +$9.72K +305 +4%
WEC
83
Winslow Evans & Crocker
Massachusetts
$240K
SB
84
Suntrust Banks
Georgia
$238K
MFW
85
Meristem Family Wealth
Minnesota
$220K
SNBOSCI
86
Security National Bank of Sioux City Iowa
Iowa
$220K
AIM
87
Anchor Investment Management
South Carolina
$210K
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$205K
HAG
89
HighPoint Advisor Group
Illinois
$132K -$31.9K -1,000 -19%
APA
90
American Portfolios Advisors
New York
$95.9K
PCM
91
Penserra Capital Management
California
$81K -$12.5K -393 -13%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$79K +$79.7K +2,500 New
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$5.8K +182 +9%
OIA
94
Optimum Investment Advisors
Illinois
$63K -$95.6K -3,000 -60%
SCA
95
Stonebridge Capital Advisors
Minnesota
$60K
BBHC
96
Brown Brothers Harriman & Co
New York
$53K
BFEC
97
Benjamin F. Edwards & Company
Missouri
$51K
ZB
98
Zions Bancorporation
Utah
$49K
QI
99
QS Investors
New York
$46K
CB
100
CNB Bank
Pennsylvania
$42K

SUN Hedge Fund Activity: Q3 2019 in Review

126 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2019, worth a combined $882M — down 0.88% from $890M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUN and 17 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 126 institutional investors held Sunoco (SUN) as of Q3 2019, down from 131 in Q2 2019.
  • Funds reported $882M of Sunoco stock for Q3 2019, down 0.88% quarter-over-quarter.
  • 17 funds opened new Sunoco positions in Q3 2019 and 20 closed out, a net change of -3 holders.
  • The largest Sunoco buyer in Q3 2019 was UBS Group, an estimated $13.3M added.
  • The largest Sunoco seller in Q3 2019 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2019.