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273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more funds holding

Funds holding: 211273 (+62)

18.44% more ownership

Funds ownership: 24.79%43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$689K +$56.1K +1,028 +9%
AAS
102
Avantax Advisory Services
Texas
$669K +$223K +4,088 +53%
BWP
103
Baldwin Wealth Partners
Massachusetts
$642K +$46.9K +860 +8%
TNA
104
True North Advisors
Texas
$628K +$409K +7,500 +207%
BCM
105
Brookstone Capital Management
Illinois
$623K -$1.31K -24 -0.2%
Brown Advisory
106
Brown Advisory
Maryland
$620K +$362K +6,630 +153%
WS
107
Wedbush Securities
California
$597K +$11.9K +218 +2%
BRWA
108
B. Riley Wealth Advisors
Florida
$591K +$31.1K +570 +6%
IAIM
109
International Assets Investment Management
Florida
$585K +$34.5K +633 +7%
IC
110
Inscription Capital
Texas
$577K +$258K +4,723 +86%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$575K +$555K +10,176 New
IAA
112
Independent Advisor Alliance
North Carolina
$550K +$189K +3,457 +55%
HH
113
Hilltop Holdings
Texas
$545K +$526K +9,644 New
FCI
114
Financial Counselors Inc
Kansas
$543K +$92K +1,687 +21%
CGA
115
Crescent Grove Advisors
Illinois
$541K +$521K +9,560 New
PA
116
PSI Advisors
Florida
$540K -$7.63K -140 -1%
AWE
117
Avidian Wealth Enterprises
Texas
$538K +$519K +9,510 New
IWM
118
IHT Wealth Management
Illinois
$530K +$19.2K +352 +4%
USCWA
119
U.S. Capital Wealth Advisors
Texas
$527K +$12.4K +228 +3%
KeyBank National Association
120
KeyBank National Association
Ohio
$518K +$500K +9,164 New
TWM
121
Tradition Wealth Management
Minnesota
$516K -$14.5K -266 -3%
DTC
122
Davidson Trust Company
Washington
$509K
BF
123
BOK Financial
Oklahoma
$508K +$490K +8,993 New
SCM
124
Steele Capital Management
Iowa
$505K
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$503K +$104K +1,900 +27%