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Sunoco
SUN

160 hedge funds and large institutions have $706M invested in Sunoco in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

42% more call options, than puts

Call options by funds: $19M | Put options by funds: $13.3M

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

10% more funds holding

Funds holding: 145 → 160 (+15)

7% more capital invested

Capital invested by funds: $658M → $706M (+$48M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.4% less ownership

Funds ownership: 21.15% → 20.75% (-0.4%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
50
Reduced
40
Closed
14
Calls
$19M
Puts
$13.3M
Net Calls
+$5.64M
Net Calls Change
-$4.49M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.94M
2
Citigroup
Citigroup
New York
+$7.84M
3
IG
ING Group
Netherlands
+$5.63M
4
N
Natixis
France
+$4.88M
5
Bank of America
Bank of America
North Carolina
+$2.98M

Top Sellers

1
Invesco
Invesco
Georgia
-$21M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.97M
3
ClearBridge Investments
ClearBridge Investments
New York
-$5.01M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$4.04M
5
Goldman Sachs
Goldman Sachs
New York
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$395K – – –
KCFA
77
Key Client Fiduciary Advisors
New Jersey
$394K +$382K +9,640 New
Stifel Financial
78
Stifel Financial
Missouri
$388K -$295K -7,442 -44%
GC
79
Guggenheim Capital
Illinois
$376K +$82K +2,069 +29%
GIA
80
Gladstone Institutional Advisory
Florida
$355K – – –
AWM
81
Apollon Wealth Management
South Carolina
$352K +$25.8K +650 +8%
SWM
82
Spire Wealth Management
Virginia
$344K +$334K +8,426 New
GCP
83
GSA Capital Partners
United Kingdom
$328K -$513K -12,946 -62%
Lido Advisors
84
Lido Advisors
California
$313K – – –
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$307K -$20.3K -512 -6%
CAM
86
Cresset Asset Management
Illinois
$298K +$289K +7,297 New
AIA
87
Arrow Investment Advisors
Maryland
$292K -$16.3K -410 -5%
CS
88
Credit Suisse
Switzerland
$290K -$225K -5,678 -44%
SNBOSCI
89
Security National Bank of Sioux City Iowa
Iowa
$286K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$286K +$12.5K +316 +5%
MFW
91
Meristem Family Wealth
Minnesota
$285K – – –
NA
92
NewEdge Advisors
Louisiana
$283K +$275K +6,937 New
AWM
93
AE Wealth Management
Kansas
$274K +$266K +6,699 New
SWP
94
Stratos Wealth Partners
Ohio
$270K +$16.3K +410 +7%
TWM
95
Tradition Wealth Management
Minnesota
$262K +$22.1K +557 +10%
IIA
96
IPG Investment Advisors
California
$261K +$253K +6,380 New
JIP
97
Jaffetilchin Investment Partners
Florida
$252K +$16.3K +410 +7%
ECM
98
Evergreen Capital Management
Washington
$245K +$238K +6,000 New
MA
99
Mutual Advisors
Nebraska
$240K +$793 +20 +0.3%
CAN
100
Claraphi Advisory Network
United States
$239K -$37.8K -952 -14%
2 3
4
5 6

SUN Hedge Fund Activity: Q4 2021 in Review

160 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2021, worth a combined $706M — up 7.3% from $658M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 14 closed out — a net gain of 18 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $7.94M. The largest seller was Invesco, cutting an estimated $21M.

  • 160 institutional investors held Sunoco (SUN) as of Q4 2021, up from 145 in Q3 2021.
  • Funds reported $706M of Sunoco stock for Q4 2021, up 7.3% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q4 2021 and 14 closed out, a net change of +18 holders.
  • The largest Sunoco buyer in Q4 2021 was Bank of Montreal, an estimated $7.94M added.
  • The largest Sunoco seller in Q4 2021 was Invesco, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.