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273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more funds holding

Funds holding: 211273 (+62)

18.44% more ownership

Funds ownership: 24.79%43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
76
Gateway Advisory
New Jersey
$1.22M +$1.18M +21,607 New
BI
77
Bramshill Investments
Florida
$1.18M +$590K +10,816 +108%
KACA
78
Kayne Anderson Capital Advisors
California
$1.1M +$290K +5,320 +37%
AFG
79
American Financial Group
Ohio
$1.1M +$218K +4,000 +26%
GT
80
Glenmede Trust
Pennsylvania
$1.1M +$1.06M +19,500 New
DPIM
81
Duff & Phelps Investment Management
Illinois
$1.07M +$1.03M +18,935 New
KPWS
82
Kestra Private Wealth Services
Texas
$1.07M +$59.2K +1,086 +6%
GHAM
83
Gilman Hill Asset Management
Connecticut
$1.06M +$1.02M +18,674 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.05M -$256K -4,693 -20%
BlackRock
85
BlackRock
New York
$942K +$908K +16,653 New
FFN
86
Focus Financial Network
Minnesota
$939K +$48.4K +887 +6%
XT
87
XTX Topco
Cayman Islands
$889K +$858K +15,732 New
MP
88
McDonald Partners
Ohio
$870K +$21.2K +388 +3%
Corient Private Wealth
89
Corient Private Wealth
Florida
$866K -$121K -2,222 -13%
XF
90
XML Financial
Maryland
$860K +$9.43K +173 +1%
AWM
91
AE Wealth Management
Kansas
$836K +$806K +14,780 New
LW
92
Linscomb Wealth
Texas
$833K +$804K +14,740 New
IA
93
IFG Advisory
Georgia
$789K +$761K +13,951 New
M&T Bank
94
M&T Bank
New York
$770K +$743K +13,626 New
QCIG
95
Quad-Cities Investment Group
Iowa
$770K +$15.7K +288 +2%
IFAM
96
Institutional & Family Asset Management
Colorado
$765K +$738K +13,538 New
BAAM
97
Baker Avenue Asset Management
California
$735K
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$729K -$15.6K -287 -2%
MC
99
Moors & Cabot
Massachusetts
$698K +$673K +12,347 New
HVIA
100
Hudson Valley Investment Advisors
New York
$692K