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Sunoco
SUN

Overview Fund Activity

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.

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.97%
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

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$1.06B
2
Invesco
2
Invesco
Georgia
$481M
3
Goldman Sachs
3
Goldman Sachs
New York
$379M
4
TCA
4
Tortoise Capital Advisors
Kansas
$76.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$98.2M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.76M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
SPS
4
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$689K 12,185 +1,028 +9%
AAS
102
Avantax Advisory Services
Texas
$669K 11,837 +4,088 +53%
BWP
103
Baldwin Wealth Partners
Massachusetts
$642K 11,360 +860 +8%
TNA
104
True North Advisors
Texas
$628K 11,116 +7,500 +207%
BCM
105
Brookstone Capital Management
Illinois
$623K 10,660 -24 -0.2%
Brown Advisory
106
Brown Advisory
Maryland
$620K 10,973 +6,630 +153%
WS
107
Wedbush Securities
California
$597K 10,553 +218 +2%
BRWA
108
B. Riley Wealth Advisors
Florida
$591K 10,447 +570 +6%
IAIM
109
International Assets Investment Management
Florida
$585K 10,344 +633 +7%
IC
110
Inscription Capital
Texas
$577K 10,198 +4,723 +86%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$575K 10,176 +10,176 New
IAA
112
Independent Advisor Alliance
North Carolina
$550K 9,729 +3,457 +55%
HH
113
Hilltop Holdings
Texas
$545K 9,644 +9,644 New
FCI
114
Financial Counselors Inc
Kansas
$543K 9,606 +1,687 +21%
CGA
115
Crescent Grove Advisors
Illinois
$541K 9,560 +9,560 New
PA
116
PSI Advisors
Florida
$540K 9,557 -140 -1%
AWE
117
Avidian Wealth Enterprises
Texas
$538K 9,510 +9,510 New
IWM
118
IHT Wealth Management
Illinois
$530K 9,382 +352 +4%
USCWA
119
U.S. Capital Wealth Advisors
Texas
$527K 9,325 +228 +3%
KeyBank National Association
120
KeyBank National Association
Ohio
$518K 9,164 +9,164 New
TWM
121
Tradition Wealth Management
Minnesota
$516K 9,122 -266 -3%
DTC
122
Davidson Trust Company
Washington
$509K 9,000 – –
BF
123
BOK Financial
Oklahoma
$508K 8,993 +8,993 New
SCM
124
Steele Capital Management
Iowa
$505K 8,932 – –
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$503K 8,888 +1,900 +27%
3 4
5
6 7