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Sunoco
SUN

145 hedge funds and large institutions have $658M invested in Sunoco in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $9M

44% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 34

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 145 → 145 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.13% less ownership

Funds ownership: 22.28% → 21.15% (-1.1%)

6% less capital invested

Capital invested by funds: $700M → $658M (-$42.3M)

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
49
Reduced
34
Closed
17
Calls
$19.1M
Puts
$9M
Net Calls
+$10.1M
Net Calls Change
+$2.46M

Top Buyers

Rank Fund Capital Flow
1
N
Natixis
France
+$4.79M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$4.73M
3
Bank of America
Bank of America
North Carolina
+$4.54M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.3M
5
CB
Commerce Bank
Missouri
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$22.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$5.77M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.21M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
76
Davidson Trust Company
Washington
$384K +$382K +10,300 New
PWM
77
Perigon Wealth Management
California
$366K +$160K +4,301 +78%
AIM
78
Anchor Investment Management
South Carolina
$361K -$18.6K -500 -5%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$355K +$20.4K +550 +6%
JP Morgan Chase
80
JP Morgan Chase
New York
$343K -$39K -1,050 -10%
GIA
81
Gladstone Institutional Advisory
Florida
$325K +$323K +8,705 New
KPWS
82
Kestra Private Wealth Services
Texas
$304K +$29.7K +800 +11%
Northern Trust
83
Northern Trust
Illinois
$304K +$302K +8,145 New
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$3.53K +95 +1%
AWM
85
Apollon Wealth Management
South Carolina
$297K – – –
Lido Advisors
86
Lido Advisors
California
$286K – – –
AIA
87
Arrow Investment Advisors
Maryland
$283K -$27K -727 -9%
GC
88
Guggenheim Capital
Illinois
$266K -$35.8K -965 -12%
MFW
89
Meristem Family Wealth
Minnesota
$261K – – –
SNBOSCI
90
Security National Bank of Sioux City Iowa
Iowa
$261K +$260K +7,000 New
CAN
91
Claraphi Advisory Network
United States
$254K +$22.9K +617 +10%
WS
92
Wedbush Securities
California
$252K +$40.5K +1,092 +19%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$250K – – –
SWP
94
Stratos Wealth Partners
Ohio
$232K +$11.2K +301 +5%
AP
95
Americana Partners
Texas
$231K – – –
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$225K -$25.5K -686 -10%
TWM
97
Tradition Wealth Management
Minnesota
$218K +$2.27K +61 +1%
MA
98
Mutual Advisors
Nebraska
$218K +$10.7K +288 +5%
JIP
99
Jaffetilchin Investment Partners
Florida
$215K +$4.71K +127 +2%
CAN
100
Cetera Advisor Networks
California
$206K +$205K +5,513 New
2 3
4
5 6

SUN Hedge Fund Activity: Q3 2021 in Review

145 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2021, worth a combined $658M — down 6% from $700M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUN positions and 17 closed out — a net gain of 2 holders — while 49 added to existing stakes and 34 trimmed.

The largest buyer was Natixis, opening a new position worth an estimated $4.79M. The largest seller was Invesco, cutting an estimated $22.6M.

  • 145 institutional investors held Sunoco (SUN) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $658M of Sunoco stock for Q3 2021, down 6% quarter-over-quarter.
  • 19 funds opened new Sunoco positions in Q3 2021 and 17 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2021 was Natixis, an estimated $4.79M added.
  • The largest Sunoco seller in Q3 2021 was Invesco, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2021.