We are live on ! Find out more
SUN icon

Sunoco
SUN

131 hedge funds and large institutions have $890M invested in Sunoco in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $9.76M | Put options by funds: $4.93M

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

7% more funds holding

Funds holding: 123 → 131 (+8)

0.26% less ownership

Funds ownership: 34.62% → 34.37% (-0.26%)

0% less capital invested

Capital invested by funds: $893M → $890M (-$3.02M)

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
34
Reduced
26
Closed
17
Calls
$9.76M
Puts
$4.93M
Net Calls
+$4.83M
Net Calls Change
+$1.1M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$479M
2
Goldman Sachs
Goldman Sachs
New York
+$5.72M
3
Citigroup
Citigroup
New York
+$2.51M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$2.23M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.64M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.03M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$2.74M
4
WC
Wexford Capital
Florida
-$2.35M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
101
Cutler Group
California
$71K -$44.8K -1,461 -39%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$5.59K +182 +9%
SCA
103
Stonebridge Capital Advisors
Minnesota
$59K +$58.3K +1,900 New
DWM
104
Destination Wealth Management
California
$57K – – –
BBHC
105
Brown Brothers Harriman & Co
New York
$53K – – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$51K -$3.07K -100 -6%
ZB
107
Zions Bancorporation
Utah
$49K – – –
QI
108
QS Investors
New York
$46K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$44K +$43.3K +1,411 New
CB
110
CNB Bank
Pennsylvania
$42K – – –
SPIA
111
Steward Partners Investment Advisory
New York
$41K +$40.7K +1,325 New
LFG
112
LifePlan Financial Group
Ohio
$38K – – –
THWM
113
Taylor Hoffman Wealth Management
Virginia
$38K – – –
CTC
114
Central Trust Company
Missouri
$36K – – –
GAM
115
Griffin Asset Management
New York
$33K +$32.3K +1,052 New
GI
116
Gradient Investments
Minnesota
$30K +$215 +7 +0.7%
GWM
117
Geneos Wealth Management
Colorado
$28K – – –
JCM
118
Jacobi Capital Management
Pennsylvania
$26K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$17K – – –
US Bancorp
120
US Bancorp
Minnesota
$16K – – –
EWM
121
Executive Wealth Management
Michigan
$16K +$430 +14 +3%
AWM
122
Avior Wealth Management
Nebraska
$16K +$15.3K +500 New
BWA
123
BDO Wealth Advisors
Florida
$16K +$15.3K +500 New
HPC
124
HM Payson & Co
Maine
$16K +$15.3K +500 New
SMFS
125
Squar Milner Financial Services
California
$13K – – –
2 3 4
5
6

SUN Hedge Fund Activity: Q2 2019 in Review

131 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2019, worth a combined $890M — down 0.34% from $893M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SUN positions and 17 closed out — a net gain of 9 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $479M. The largest seller was Morgan Stanley, cutting an estimated $3.64M.

  • 131 institutional investors held Sunoco (SUN) as of Q2 2019, up from 123 in Q1 2019.
  • Funds reported $890M of Sunoco stock for Q2 2019, down 0.34% quarter-over-quarter.
  • 26 funds opened new Sunoco positions in Q2 2019 and 17 closed out, a net change of +9 holders.
  • The largest Sunoco buyer in Q2 2019 was Invesco, an estimated $479M added.
  • The largest Sunoco seller in Q2 2019 was Morgan Stanley, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2019.