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Sunoco
SUN

Overview Fund Activity

126 hedge funds and large institutions have $882M invested in Sunoco in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
33
Reduced
29
Closed
20
Calls
$17M
Puts
$7.39M
Net Calls
+$9.66M
Net Calls Change
+$4.83M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.5M
2
TCA
2
Tortoise Capital Advisors
Kansas
$8.39M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$17.5M
4
BIM
4
Bridgecreek Investment Management
Oklahoma
$5.12M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$3.77M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$161M
2
Invesco
2
Invesco
Georgia
$481M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
AR
4
Advisory Research
Illinois
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$41K 1,325 – –
LFG
102
LifePlan Financial Group
Ohio
$38K 1,200 – –
THWM
103
Taylor Hoffman Wealth Management
Virginia
$38K 1,200 – –
IA
104
IFP Advisors
Florida
$38K 1,200 +1,200 New
GI
105
Gradient Investments
Minnesota
$31K 973 +9 +0.9%
ME
106
McIlrath & Eck
Washington
$31K 1,000 +1,000 New
GWM
107
Geneos Wealth Management
Colorado
$28K 911 – –
AIC
108
Ameritas Investment Company
Nebraska
$28K 900 +900 New
JCM
109
Jacobi Capital Management
Pennsylvania
$26K 819 – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$20K 640 +100 +19%
US Bancorp
111
US Bancorp
Minnesota
$16K 500 – –
HPC
112
HM Payson & Co
Maine
$16K 500 – –
BWA
113
BDO Wealth Advisors
Florida
$16K 500 – –
CTC
114
Central Trust Company
Missouri
– – – –
AWM
115
Avior Wealth Management
Nebraska
$15K 500 – –
PA
116
Parallel Advisors
California
$8K 261 – –
FHA
117
Flagship Harbor Advisors
Massachusetts
$7K 238 +6 +3%
CFGS
118
Concourse Financial Group Securities
Alabama
$3K 92 -50 -35%
EIP
119
Ellis Investment Partners
Pennsylvania
$3K 100 – –
NL
120
NVWM LLC
Pennsylvania
$3K 100 – –
GRP
121
Global Retirement Partners
California
$3K 85 – –
HNB
122
Huntington National Bank
Ohio
$3K 100 +100 New
FANJ
123
Financial Architects (New Jersey)
New Jersey
$3K 100 +100 New
FGAM
124
Financial Gravity Asset Management
Texas
$1K 35 +35 New
BRC
125
Bell Rock Capital
Delaware
$1K 60 +60 New
2 3 4
5
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