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Sunoco
SUN

168 hedge funds and large institutions have $628M invested in Sunoco in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $18.1M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $614M → $628M (+$13.9M)

1% more funds holding

Funds holding: 167 → 168 (+1)

0.72% less ownership

Funds ownership: 20.09% → 19.37% (-0.72%)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
40
Closed
18
Calls
$25.5M
Puts
$18.1M
Net Calls
+$7.38M
Net Calls Change
+$3.62M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$6.16M
2
VFA
Valeo Financial Advisors
Indiana
+$3.92M
3
N
Natixis
France
+$3.21M
4
HF
HRT Financial
New York
+$1.74M
5
Simplex Trading
Simplex Trading
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.12M
3
IG
ING Group
Netherlands
-$2.91M
4
Invesco
Invesco
Georgia
-$2.61M
5
Citigroup
Citigroup
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
76
Brookstone Capital Management
Illinois
$444K -$70K -1,779 -14%
SG Americas Securities
77
SG Americas Securities
New York
$435K -$436K -11,089 -50%
TYCC
78
Texas Yale Capital Corp
Florida
$415K – – –
ESBC
79
E.S. Barr & Co
Kentucky
$410K – – –
KPW
80
Kore Private Wealth
New York
$410K – – –
BWP
81
Baldwin Wealth Partners
Massachusetts
$409K – – –
IIA
82
IPG Investment Advisors
California
$409K +$7.87K +200 +2%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$409K +$155K +3,930 +60%
IAIM
84
International Assets Investment Management
Florida
$394K -$130K -3,300 -25%
AIM
85
Anchor Investment Management
South Carolina
$389K – – –
GLA
86
Good Life Advisors
Pennsylvania
$374K +$22.6K +575 +6%
GVAG
87
Great Valley Advisor Group
Delaware
$367K +$41.2K +1,047 +13%
WS
88
Wedbush Securities
California
$356K +$236 +6 +0.1%
DTC
89
Davidson Trust Company
Washington
$351K -$51.1K -1,300 -13%
TSS
90
Two Sigma Securities
New York
$337K +$106K +2,695 +45%
TWM
91
Tradition Wealth Management
Minnesota
$335K +$2.32K +59 +0.7%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$310K +$9.72K +247 +3%
Lido Advisors
93
Lido Advisors
California
$299K – – –
SCM
94
Spreng Capital Management
Ohio
$296K – – –
AWM
95
Ameliora Wealth Management
Switzerland
$294K +$296K +7,520 New
IAA
96
Independent Advisor Alliance
North Carolina
$292K -$118K -2,999 -29%
NA
97
NewEdge Advisors
Louisiana
$276K +$6.61K +168 +2%
GIA
98
Gladstone Institutional Advisory
Florida
$275K +$277K +7,050 New
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$274K +$276K +7,019 New
SNBOSCI
100
Security National Bank of Sioux City Iowa
Iowa
$273K – – –
2 3
4
5 6

SUN Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2022, worth a combined $628M — up 2.3% from $614M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.16M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 168 institutional investors held Sunoco (SUN) as of Q3 2022, up from 167 in Q2 2022.
  • Funds reported $628M of Sunoco stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 20 funds opened new Sunoco positions in Q3 2022 and 18 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2022 was JP Morgan Chase, an estimated $6.16M added.
  • The largest Sunoco seller in Q3 2022 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.