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Sunoco
SUN

Overview Fund Activity

150 hedge funds and large institutions have $845M invested in Sunoco in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
37
Reduced
37
Closed
10
Calls
$9.67M
Puts
$6.12M
Net Calls
+$3.55M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.2M
2
Bessemer Group
2
Bessemer Group
New Jersey
$13.6M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.38M
4
TCA
4
Tortoise Capital Advisors
Kansas
$12.2M
5
RIA
5
Recurrent Investment Advisors
Texas
$3.12M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$114M
2
Invesco
2
Invesco
Georgia
$446M
3
VanEck Associates
3
VanEck Associates
New York
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.1M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WEC
101
Winslow Evans & Crocker
Massachusetts
$234K 7,600 – –
MFW
102
Meristem Family Wealth
Minnesota
$229K 7,488 +500 +7%
SBIA
103
Sheaff Brock Investment Advisors
Indiana
$217K 7,085 +7,085 New
GH
104
GAM Holding
Switzerland
$215K 7,032 -5,704 -45%
SNBOSCI
105
Security National Bank of Sioux City Iowa
Iowa
$214K 7,000 – –
OR
106
Olympiad Research
Connecticut
$206K 6,718 +6,718 New
AIM
107
Anchor Investment Management
South Carolina
$204K 6,663 – –
AP
108
Americana Partners
Texas
$168K 5,513 +5,513 New
FC
109
FORA Capital
Florida
$115K 3,764 +3,764 New
SCA
110
Stonebridge Capital Advisors
Minnesota
$104K 3,400 +1,500 +79%
APA
111
American Portfolios Advisors
New York
$96.4K 3,150 +100 +3%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$71K 2,312 +32 +1%
OIA
113
Optimum Investment Advisors
Illinois
$61K 2,000 – –
BBHC
114
Brown Brothers Harriman & Co
New York
$52K 1,694 – –
BFEC
115
Benjamin F. Edwards & Company
Missouri
$50K 1,619 – –
QI
116
QS Investors
New York
$45K 1,454 – –
CB
117
CNB Bank
Pennsylvania
$41K 1,350 – –
GWM
118
Geneos Wealth Management
Colorado
$38K 1,246 +335 +37%
IA
119
IFP Advisors
Florida
$37K 1,200 – –
THWM
120
Taylor Hoffman Wealth Management
Virginia
$37K 1,200 – –
ME
121
McIlrath & Eck
Washington
$31K 1,000 – –
SPIA
122
Steward Partners Investment Advisory
New York
$30K 1,000 -325 -25%
GI
123
Gradient Investments
Minnesota
$30K 979 +6 +0.6%
Group One Trading
124
Group One Trading
Illinois
$29K 957 +957 New
JCM
125
Jacobi Capital Management
Pennsylvania
$25K 819 – –
3 4
5
6 7