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211 hedge funds and large institutions have $1.26B invested in Sunoco in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $13.5M

1% more funds holding

Funds holding: 209211 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.01% less ownership

Funds ownership: 29.79%24.79% (-5%)

16% less capital invested

Capital invested by funds: $1.5B → $1.26B (-$240M)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
63
Reduced
49
Closed
31
Calls
$14.8M
Puts
$13.5M
Net Calls
+$1.31M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
101
Financial Counselors Inc
Kansas
$477K
ESBC
102
E.S. Barr & Co
Kentucky
$469K
AAS
103
Avantax Advisory Services
Texas
$467K -$42.4K -701 -8%
CA
104
Cetera Advisors
Colorado
$467K +$245K +4,058 +110%
WP
105
WealthPLAN Partners
Nebraska
$454K +$484 +8 +0.1%
Truist Financial
106
Truist Financial
North Carolina
$447K +$124K +2,055 +38%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$437K -$15.1K -250 -3%
JF
108
Jump Financial
Illinois
$435K +$436K +7,209 New
SNBOSCI
109
Security National Bank of Sioux City Iowa
Iowa
$422K
CAM
110
Cresset Asset Management
Illinois
$421K
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$421K +$121 +2 +0%
FLC
112
Fifth Lane Capital
Texas
$419K +$420K +6,952 New
SWP
113
Stratos Wealth Partners
Ohio
$402K +$3.75K +62 +0.9%
PI
114
PFG Investments
New York
$396K +$48K +794 +14%
NA
115
NewEdge Advisors
Louisiana
$394K +$3.81K +63 +1%
JIP
116
Jaffetilchin Investment Partners
Florida
$390K +$3.27K +54 +0.8%
LMKC
117
L.M. Kohn & Company
Ohio
$380K
IAA
118
Independent Advisor Alliance
North Carolina
$378K +$2.42K +40 +0.6%
AAM
119
Advisors Asset Management
Colorado
$370K +$371K +6,140 New
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$358K +$9.31K +154 +3%
AP
121
Americana Partners
Texas
$352K +$353K +5,838 New
IC
122
Inscription Capital
Texas
$330K +$331K +5,475 New
SOW
123
State of Wyoming
Wyoming
$324K +$151K +2,493 +86%
TCA
124
Tortoise Capital Advisors
Kansas
$308K -$193K -3,185 -38%
KTA
125
Keeley-Teton Advisors
Illinois
$301K +$302K +5,000 New