We are live on ! Find out more
SUN icon

Sunoco
SUN

209 hedge funds and large institutions have $1.5B invested in Sunoco in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $15.8M

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more capital invested

Capital invested by funds: $940M → $1.5B (+$561M)

12% more funds holding

Funds holding: 186 → 209 (+23)

6.95% more ownership

Funds ownership: 22.84% → 29.79% (+7%)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

Holders
209
Holders Change
+23
Holders Change %
+12.37%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
44
Increased
55
Reduced
57
Closed
20
Calls
$40.5M
Puts
$15.8M
Net Calls
+$24.7M
Net Calls Change
-$8.17M

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$505M
2
Blackstone Inc
Blackstone Inc
New York
+$46.6M
3
Morgan Stanley
Morgan Stanley
New York
+$35.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.7M
5
Jennison Associates
Jennison Associates
New York
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$206M
2
JP Morgan Chase
JP Morgan Chase
New York
-$61.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$20M
4
N
Natixis
France
-$19.6M
5
Citigroup
Citigroup
New York
-$9.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
101
Castleark Management
Illinois
$443K – – –
SNBOSCI
102
Security National Bank of Sioux City Iowa
Iowa
$420K – – –
CAM
103
Cresset Asset Management
Illinois
$419K – – –
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$419K -$13.2K -248 -3%
SWP
105
Stratos Wealth Partners
Ohio
$396K +$7.02K +132 +2%
NA
106
NewEdge Advisors
Louisiana
$388K +$3.78K +71 +1%
XT
107
XTX Topco
Cayman Islands
$387K +$344K +6,463 New
JIP
108
Jaffetilchin Investment Partners
Florida
$385K +$904 +17 +0.3%
LMKC
109
L.M. Kohn & Company
Ohio
$378K – – –
IAA
110
Independent Advisor Alliance
North Carolina
$373K -$17.8K -335 -5%
IA
111
IFG Advisory
Georgia
$347K – – –
HA
112
HFG Advisors
Ohio
$347K – – –
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$346K -$7.77K -146 -2%
PI
114
PFG Investments
New York
$346K +$638 +12 +0.2%
Truist Financial
115
Truist Financial
North Carolina
$321K -$138K -2,593 -33%
MA
116
Mutual Advisors
Nebraska
$314K -$3.88K -73 -1%
CWA
117
Centennial Wealth Advisory
Michigan
$306K +$4.15K +78 +2%
MCC
118
Money Concepts Capital
Florida
$300K -$168K -3,150 -39%
WIC
119
Willis Investment Counsel
Georgia
$293K – – –
MCM
120
MAI Capital Management
Ohio
$286K – – –
CIC
121
Carnegie Investment Counsel
Ohio
$282K – – –
DC
122
Davenport & Co
Virginia
$273K – – –
SCA
123
Snowden Capital Advisors
New York
$265K +$235K +4,418 New
VIA
124
Virtus Investment Advisers
Connecticut
$262K – – –
OAM
125
Oppenheimer Asset Management
New York
$261K +$232K +4,357 New
3 4
5
6 7

SUN Hedge Fund Activity: Q4 2023 in Review

209 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2023, worth a combined $1.5B — up 60% from $940M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SUN positions and 20 closed out — a net gain of 24 holders — while 55 added to existing stakes and 57 trimmed.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $505M. The largest seller was Invesco, cutting an estimated $206M.

  • 209 institutional investors held Sunoco (SUN) as of Q4 2023, up from 186 in Q3 2023.
  • Funds reported $1.5B of Sunoco stock for Q4 2023, up 60% quarter-over-quarter.
  • 44 funds opened new Sunoco positions in Q4 2023 and 20 closed out, a net change of +24 holders.
  • The largest Sunoco buyer in Q4 2023 was ALPS Advisors, an estimated $505M added.
  • The largest Sunoco seller in Q4 2023 was Invesco, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2023.