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Sunoco
SUN

Overview Fund Activity

181 hedge funds and large institutions have $783M invested in Sunoco in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
53
Reduced
49
Closed
23
Calls
$18.5M
Puts
$10M
Net Calls
+$8.47M
Net Calls Change
+$3.64M

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$64.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
EWA
3
EP Wealth Advisors
California
$6.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.49M
5
VFA
5
Valeo Financial Advisors
Indiana
$4.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$249M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$10.3M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.49M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MWA
101
Monograph Wealth Advisors
California
$298K 6,780 – –
IAA
102
Independent Advisor Alliance
North Carolina
$295K 6,728 +6,728 New
JIP
103
Jaffetilchin Investment Partners
Florida
$281K 6,407 -68 -1%
NA
104
NewEdge Advisors
Louisiana
$276K 6,251 -3,033 -33%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$273K 6,230 +447 +8%
AP
106
Americana Partners
Texas
$272K 6,201 – –
PWS
107
Private Wealth Strategies
Ohio
$266K 6,054 +105 +2%
FVCM
108
F&V Capital Management
Florida
$263K 6,000 – –
HA
109
HFG Advisors
Ohio
$254K 5,790 – –
SW
110
SVB Wealth
Massachusetts
$254K 5,786 -738 -11%
MHS
111
M Holdings Securities
Oregon
$252K 5,735 +5,735 New
MA
112
Mutual Advisors
Nebraska
$249K 5,673 -246 -4%
CAN
113
Cetera Advisor Networks
California
$238K 5,416 +28 +0.5%
SWM
114
SeaCrest Wealth Management
New York
$229K 5,207 -3 -0.1%
WIC
115
Willis Investment Counsel
Georgia
$214K 4,883 – –
SWP
116
Stratos Wealth Partners
Ohio
$214K 4,877 -1,237 -20%
CWA
117
Centennial Wealth Advisory
Michigan
$212K 4,834 +82 +2%
TSS
118
Two Sigma Securities
New York
$210K 4,795 +4,795 New
CIC
119
Carnegie Investment Counsel
Ohio
$207K 4,713 -60 -1%
MML Investors Services
120
MML Investors Services
Massachusetts
$203K 4,630 +4,630 New
Brown Advisory
121
Brown Advisory
Maryland
$202K 4,593 +4,593 New
AIA
122
Arrow Investment Advisors
Maryland
$201K 4,586 +4,586 New
Truist Financial
123
Truist Financial
North Carolina
$200K 4,562 -1,400 -23%
VIA
124
Virtus Investment Advisers
Connecticut
$192K 4,380 -150 -3%
AAS
125
Ameritas Advisory Services
Nebraska
$185K 4,111 +4,111 New
3 4
5
6 7