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Sunoco
SUN

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.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $17M | Put options by funds: $7.39M

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

0.47% less ownership

Funds ownership: 34.37% → 33.9% (-0.47%)

1% less capital invested

Capital invested by funds: $890M → $882M (-$7.83M)

4% less funds holding

Funds holding: 131 → 126 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.76%
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

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$13.3M
2
TCA
Tortoise Capital Advisors
Kansas
+$8.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.43M
4
BIM
Bridgecreek Investment Management
Oklahoma
+$4.04M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$3.82M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$14.3M
2
Invesco
Invesco
Georgia
-$9.73M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.91M
4
AR
Advisory Research
Illinois
-$8.34M
5
Deutsche Bank
Deutsche Bank
Germany
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$41K – – –
LFG
102
LifePlan Financial Group
Ohio
$38K – – –
THWM
103
Taylor Hoffman Wealth Management
Virginia
$38K – – –
IA
104
IFP Advisors
Florida
$38K +$38.2K +1,200 New
GI
105
Gradient Investments
Minnesota
$31K +$287 +9 +0.9%
ME
106
McIlrath & Eck
Washington
$31K +$31.9K +1,000 New
GWM
107
Geneos Wealth Management
Colorado
$28K – – –
AIC
108
Ameritas Investment Company
Nebraska
$28K +$28.7K +900 New
JCM
109
Jacobi Capital Management
Pennsylvania
$26K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$20K +$3.19K +100 +19%
BWA
111
BDO Wealth Advisors
Florida
$16K – – –
CTC
112
Central Trust Company
Missouri
$16K – – –
HPC
113
HM Payson & Co
Maine
$16K – – –
US Bancorp
114
US Bancorp
Minnesota
$16K – – –
AWM
115
Avior Wealth Management
Nebraska
$15K – – –
PA
116
Parallel Advisors
California
$8K – – –
FHA
117
Flagship Harbor Advisors
Massachusetts
$7K +$191 +6 +3%
CFGS
118
Concourse Financial Group Securities
Alabama
$3K -$1.59K -50 -35%
EIP
119
Ellis Investment Partners
Pennsylvania
$3K – – –
GRP
120
Global Retirement Partners
California
$3K – – –
NL
121
NVWM LLC
Pennsylvania
$3K – – –
FANJ
122
Financial Architects (New Jersey)
New Jersey
$3K +$3.19K +100 New
HNB
123
Huntington National Bank
Ohio
$3K +$3.19K +100 New
FGAM
124
Financial Gravity Asset Management
Texas
$1K +$1.12K +35 New
BRC
125
Bell Rock Capital
Delaware
$1K +$1.91K +60 New
2 3 4
5
6

SUN Hedge Fund Activity: Q3 2019 in Review

126 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2019, worth a combined $882M — down 0.88% from $890M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUN and 17 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was UBS Group, adding an estimated $13.3M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 126 institutional investors held Sunoco (SUN) as of Q3 2019, down from 131 in Q2 2019.
  • Funds reported $882M of Sunoco stock for Q3 2019, down 0.88% quarter-over-quarter.
  • 17 funds opened new Sunoco positions in Q3 2019 and 20 closed out, a net change of -3 holders.
  • The largest Sunoco buyer in Q3 2019 was UBS Group, an estimated $13.3M added.
  • The largest Sunoco seller in Q3 2019 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2019.