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274 hedge funds and large institutions have $3.1B invested in Sunoco in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 273274 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 43.22%42.94% (-0.29%)

6% less capital invested

Capital invested by funds: $3.3B → $3.1B (-$192M)

61% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $44M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
84
Reduced
67
Closed
29
Calls
$17.3M
Puts
$44M
Net Calls
-$26.7M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
76
ELCO Management
New York
$1.29M -$54 -1 -0%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.28M -$86.9K -1,602 -6%
Simplex Trading
78
Simplex Trading
Illinois
$1.24M +$801K +14,771 +179%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$1.22M -$148K -2,732 -11%
US Bancorp
80
US Bancorp
Minnesota
$1.19M
CGA
81
Crescent Grove Advisors
Illinois
$1.17M +$669K +12,326 +129%
CIS
82
Custom Index Systems
New York
$1.14M -$263K -4,845 -19%
VanEck Associates
83
VanEck Associates
New York
$1.1M -$812K -14,964 -41%
AFG
84
American Financial Group
Ohio
$1.05M
KPWS
85
Kestra Private Wealth Services
Texas
$1.02M +$6.18K +114 +0.6%
GHAM
86
Gilman Hill Asset Management
Connecticut
$1M
MOS
87
MGO One Seven
Ohio
$978K +$989K +18,226 New
Baird Financial Group
88
Baird Financial Group
Wisconsin
$965K -$28.9K -532 -3%
BlackRock
89
BlackRock
New York
$894K
FFN
90
Focus Financial Network
Minnesota
$864K +$1.68K +31 +0.2%
AWP
91
Avid Wealth Partners
Texas
$850K +$859K +15,834 New
MP
92
McDonald Partners
Ohio
$826K +$271 +5 +0%
BI
93
Bramshill Investments
Florida
$800K -$323K -5,957 -29%
LW
94
Linscomb Wealth
Texas
$791K
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$784K +$792K +14,599 New
XF
96
XML Financial
Maryland
$772K -$45.4K -836 -5%
Corient Private Wealth
97
Corient Private Wealth
Florida
$759K -$63.8K -1,176 -8%
EWA
98
EP Wealth Advisors
California
$751K +$309K +5,692 +69%
IA
99
IFG Advisory
Georgia
$749K
M&T Bank
100
M&T Bank
New York
$731K

SUN Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2024, worth a combined $3.1B — down 5.8% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 29 closed out — a net gain of 3 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $87.8M.

  • 274 institutional investors held Sunoco (SUN) as of Q3 2024, up from 273 in Q2 2024.
  • Funds reported $3.1B of Sunoco stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest Sunoco buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest Sunoco seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2024.