We are live on ! Find out more
SUN icon

Sunoco
SUN

129 hedge funds and large institutions have $707M invested in Sunoco in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

18% more funds holding

Funds holding: 109 → 129 (+20)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.33% less ownership

Funds ownership: 35.65% → 34.32% (-1.3%)

6% less capital invested

Capital invested by funds: $750M → $707M (-$43.1M)

11% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $6.15M

Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
34
Reduced
31
Closed
12
Calls
$5.5M
Puts
$6.15M
Net Calls
-$648K
Net Calls Change
+$969K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$19.1M
2
MP
MSD Partners
New York
+$8.1M
3
O
OppenheimerFunds
New York
+$4.94M
4
SG Americas Securities
SG Americas Securities
New York
+$2.77M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.56M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$26.3M
2
Bank of America
Bank of America
North Carolina
-$18.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12M
4
JP Morgan Chase
JP Morgan Chase
New York
-$10.3M
5
BlackRock
BlackRock
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$43K – – –
BAM
102
Bruderman Asset Management
New York
$41K – – –
SPIA
103
Steward Partners Investment Advisory
New York
$41K – – –
QI
104
QS Investors
New York
$33K +$9.69K +365 +38%
THWM
105
Taylor Hoffman Wealth Management
Virginia
$30K – – –
GWM
106
Geneos Wealth Management
Colorado
$30K +$956 +36 +3%
LFG
107
LifePlan Financial Group
Ohio
$30K +$10.6K +400 +50%
FANJ
108
Financial Architects (New Jersey)
New Jersey
$30K +$18.6K +700 +140%
IA
109
IFP Advisors
Florida
$30K +$31.9K +1,200 New
CB
110
CNB Bank
Pennsylvania
$29K – – –
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$29.9K +1,127 New
HT
112
Heritage Trust
Oklahoma
$25K – – –
AIM
113
Advantage Investment Management
Iowa
$25K +$982 +37 +4%
GI
114
Gradient Investments
Minnesota
$23K +$186 +7 +0.8%
SWM
115
SeaCrest Wealth Management
New York
$21K – – –
JCM
116
Jacobi Capital Management
Pennsylvania
$20K – – –
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$15K -$9.03K -340 -35%
CTC
118
Central Trust Company
Missouri
$14K – – –
RCAG
119
Rehmann Capital Advisory Group
Michigan
$12K +$12.8K +482 New
FNB
120
Farmers National Bank
Kentucky
$12K – – –
BC
121
Barnett & Company
Tennessee
$12K +$13.3K +500 New
SMFS
122
Squar Milner Financial Services
California
$10K +$10.8K +405 New
CWM
123
Cedar Wealth Management
California
$7K – – –
SFM
124
Signet Financial Management
New Jersey
$5K +$5.31K +200 New
FHA
125
Flagship Harbor Advisors
Massachusetts
$5K +$5.5K +207 New
2 3 4
5
6

SUN Hedge Fund Activity: Q2 2018 in Review

129 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2018, worth a combined $707M — down 5.7% from $750M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 12 closed out — a net gain of 20 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.1M. The largest seller was Harvest Fund Advisors, cutting an estimated $26.3M.

  • 129 institutional investors held Sunoco (SUN) as of Q2 2018, up from 109 in Q1 2018.
  • Funds reported $707M of Sunoco stock for Q2 2018, down 5.7% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q2 2018 and 12 closed out, a net change of +20 holders.
  • The largest Sunoco buyer in Q2 2018 was Goldman Sachs, an estimated $19.1M added.
  • The largest Sunoco seller in Q2 2018 was Harvest Fund Advisors, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2018.