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188 hedge funds and large institutions have $772M invested in Sunoco in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

19% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $9.81M

4% more funds holding

Funds holding: 181188 (+7)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 21.15%21.09% (-0.06%)

1% less capital invested

Capital invested by funds: $783M → $772M (-$11M)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
53
Reduced
52
Closed
16
Calls
$11.7M
Puts
$9.81M
Net Calls
+$1.89M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$313K -$7.97K -180 -2%
CAN
102
Cetera Advisor Networks
California
$307K +$72.6K +1,640 +30%
SNBOSCI
103
Security National Bank of Sioux City Iowa
Iowa
$305K +$310K +7,000 New
CAM
104
Cresset Asset Management
Illinois
$304K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$300K +$708 +16 +0.2%
IAA
106
Independent Advisor Alliance
North Carolina
$293K +$44 +1 +0%
AIM
107
Anchor Investment Management
South Carolina
$290K -$147K -3,315 -33%
JIP
108
Jaffetilchin Investment Partners
Florida
$287K +$8.06K +182 +3%
DC
109
Davenport & Co
Virginia
$285K +$290K +6,550 New
SWP
110
Stratos Wealth Partners
Ohio
$281K +$69.7K +1,575 +32%
NA
111
NewEdge Advisors
Louisiana
$276K +$3.67K +83 +1%
LMKC
112
L.M. Kohn & Company
Ohio
$274K +$279K +6,300 New
CGA
113
Crescent Grove Advisors
Illinois
$274K +$279K +6,295 New
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$271K +$89 +2 +0%
FCI
115
Financial Counselors Inc
Kansas
$270K +$274K +6,199 New
MML Investors Services
116
MML Investors Services
Massachusetts
$264K +$63.1K +1,425 +31%
FVCM
117
F&V Capital Management
Florida
$261K
IIA
118
IPG Investment Advisors
California
$259K -$68.6K -1,550 -21%
HA
119
HFG Advisors
Ohio
$252K
PI
120
PFG Investments
New York
$250K +$254K +5,741 New
AP
121
Americana Partners
Texas
$248K -$22.7K -513 -8%
EWA
122
EP Wealth Advisors
California
$238K -$2.51M -56,808 -87%
Truist Financial
123
Truist Financial
North Carolina
$232K +$33.3K +753 +17%
SW
124
SVB Wealth
Massachusetts
$230K -$22.4K -506 -9%
WP
125
WealthPLAN Partners
Nebraska
$229K -$223K -5,039 -49%