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Sunoco
SUN

Overview Fund Activity

181 hedge funds and large institutions have $783M invested in Sunoco in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
53
Reduced
49
Closed
23
Calls
$18.5M
Puts
$10M
Net Calls
+$8.47M
Net Calls Change
+$3.64M

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$64.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
EWA
3
EP Wealth Advisors
California
$6.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.49M
5
VFA
5
Valeo Financial Advisors
Indiana
$4.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$249M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$10.3M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.49M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
76
Good Life Advisors
Pennsylvania
$481K +$24.9K +568 +5%
PA
77
PSI Advisors
Florida
$475K +$24.1K +548 +5%
Barclays
78
Barclays
United Kingdom
$472K -$797K -18,160 -63%
TYCC
79
Texas Yale Capital Corp
Florida
$467K – – –
ESBC
80
E.S. Barr & Co
Kentucky
$462K – – –
BWP
81
Baldwin Wealth Partners
Massachusetts
$461K – – –
WP
82
WealthPLAN Partners
Nebraska
$451K +$439 +10 +0.1%
WS
83
Wedbush Securities
California
$439K +$264 +6 +0.1%
AIM
84
Anchor Investment Management
South Carolina
$438K – – –
CM
85
Castleark Management
Illinois
$430K +$430K +9,790 New
DTC
86
Davidson Trust Company
Washington
$395K – – –
TWM
87
Tradition Wealth Management
Minnesota
$382K +$2.37K +54 +0.6%
IWM
88
IHT Wealth Management
Illinois
$376K +$376K +8,573 New
Mariner
89
Mariner
Kansas
$372K +$45.4K +1,034 +14%
GVAG
90
Great Valley Advisor Group
Delaware
$370K -$39.2K -893 -10%
IAIM
91
International Assets Investment Management
Florida
$359K -$287K -6,528 -44%
MCC
92
Money Concepts Capital
Florida
$358K +$158K +3,600 +79%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$349K – – –
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$336K -$28.9K -658 -8%
IIA
95
IPG Investment Advisors
California
$329K -$71.1K -1,620 -18%
Simplex Trading
96
Simplex Trading
Illinois
$327K -$1.46M -33,185 -82%
GC
97
Guggenheim Capital
Illinois
$323K +$24.4K +557 +8%
SF
98
Synovus Financial
Georgia
$310K +$310K +7,064 New
CAM
99
Cresset Asset Management
Illinois
$307K +$307K +6,988 New
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$302K -$7.11K -162 -2%
2 3
4
5 6