We are live on ! Find out more

168 hedge funds and large institutions have $628M invested in Sunoco in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $18.1M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $614M → $628M (+$13.9M)

1% more funds holding

Funds holding: 167168 (+1)

0.72% less ownership

Funds ownership: 20.09%19.37% (-0.72%)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
40
Closed
18
Calls
$25.5M
Puts
$18.1M
Net Calls
+$7.38M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$2.95K +75 +1%
JIP
102
Jaffetilchin Investment Partners
Florida
$251K +$1.18K +30 +0.5%
GCP
103
GSA Capital Partners
United Kingdom
$247K +$249K +6,333 New
AP
104
Americana Partners
Texas
$241K
Victory Capital Management
105
Victory Capital Management
Texas
$237K +$239K +6,087 New
SCA
106
Salient Capital Advisors
Texas
$235K +$237K +6,024 New
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$235K +$237K +6,034 New
MA
108
Mutual Advisors
Nebraska
$230K +$826 +21 +0.4%
PWM
109
Perigon Wealth Management
California
$226K -$197K -5,000 -46%
SWP
110
Stratos Wealth Partners
Ohio
$225K -$48.7K -1,239 -18%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$225K +$227K +5,781 New
SWM
112
SeaCrest Wealth Management
New York
$220K -$43.7K -1,111 -16%
GC
113
Guggenheim Capital
Illinois
$218K -$6.53K -166 -3%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K +$14.4K +365 +7%
Mariner
115
Mariner
Kansas
$215K +$217K +5,507 New
Truist Financial
116
Truist Financial
North Carolina
$211K -$85.5K -2,173 -29%
AIA
117
Arrow Investment Advisors
Maryland
$209K -$16.9K -429 -7%
Walleye Trading
118
Walleye Trading
New York
$205K +$75.9K +1,929 +58%
SW
119
SVB Wealth
Massachusetts
$204K +$206K +5,226 New
APA
120
American Portfolios Advisors
New York
$179K -$8.22K -209 -4%
VIA
121
Virtus Investment Advisers
Connecticut
$177K +$178K +4,530 New
US Bancorp
122
US Bancorp
Minnesota
$136K
NFSG
123
Newbridge Financial Services Group
Florida
$108K +$433 +11 +0.4%
PA
124
Parallel Advisors
California
$103K
SOW
125
State of Wyoming
Wyoming
$96K +$5.98K +152 +7%

SUN Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2022, worth a combined $628M — up 2.3% from $614M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.16M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 168 institutional investors held Sunoco (SUN) as of Q3 2022, up from 167 in Q2 2022.
  • Funds reported $628M of Sunoco stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 20 funds opened new Sunoco positions in Q3 2022 and 18 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2022 was JP Morgan Chase, an estimated $6.16M added.
  • The largest Sunoco seller in Q3 2022 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.