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Sunoco
SUN

Overview Fund Activity

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
Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.55%
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

1
N
1
Natixis
France
$4.81M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$8.97M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.45M
5
CB
5
Commerce Bank
Missouri
$1.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$330M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.34M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
76
Davidson Trust Company
Washington
$384K +$384K +10,300 New
PWM
77
Perigon Wealth Management
California
$366K +$161K +4,301 +78%
AIM
78
Anchor Investment Management
South Carolina
$361K -$18.7K -500 -5%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$355K +$20.5K +550 +6%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$343K -$39.2K -1,050 -10%
GIA
81
Gladstone Institutional Advisory
Florida
$325K +$325K +8,705 New
KPWS
82
Kestra Private Wealth Services
Texas
$304K +$29.9K +800 +11%
Northern Trust
83
Northern Trust
Illinois
$304K +$304K +8,145 New
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$3.54K +95 +1%
AWM
85
Apollon Wealth Management
South Carolina
$297K – – –
Lido Advisors
86
Lido Advisors
California
$286K – – –
AIA
87
Arrow Investment Advisors
Maryland
$283K -$27.2K -727 -9%
GC
88
Guggenheim Capital
Illinois
$266K -$36K -965 -12%
MFW
89
Meristem Family Wealth
Minnesota
$261K – – –
SNBOSCI
90
Security National Bank of Sioux City Iowa
Iowa
$261K +$261K +7,000 New
CAN
91
Claraphi Advisory Network
United States
$254K +$23K +617 +10%
WS
92
Wedbush Securities
California
$252K +$40.8K +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 -$25.6K -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 +$4.73K +127 +2%
CAN
100
Cetera Advisor Networks
California
$206K +$206K +5,513 New
2 3
4
5 6