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274 hedge funds and large institutions have $3.1B invested in Sunoco in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 273274 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 43.22%42.94% (-0.29%)

6% less capital invested

Capital invested by funds: $3.3B → $3.1B (-$192M)

61% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $44M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
84
Reduced
67
Closed
29
Calls
$17.3M
Puts
$44M
Net Calls
-$26.7M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$731K +$69.3K +1,277 +10%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$726K +$34.4K +635 +5%
QCIG
103
Quad-Cities Investment Group
Iowa
$712K -$19.8K -365 -3%
JSW
104
Journey Strategic Wealth
New Jersey
$686K +$694K +12,788 New
HVIA
105
Hudson Valley Investment Advisors
New York
$646K +$1.63K +30 +0.3%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$633K +$87.5K +1,613 +16%
BWP
107
Baldwin Wealth Partners
Massachusetts
$610K
AAS
108
Avantax Advisory Services
Texas
$593K -$42.6K -785 -7%
Brown Advisory
109
Brown Advisory
Maryland
$589K
HH
110
Hilltop Holdings
Texas
$578K +$60.6K +1,117 +12%
WS
111
Wedbush Securities
California
$577K +$10.3K +189 +2%
BCM
112
Brookstone Capital Management
Illinois
$570K -$1.79K -33 -0.3%
BRWA
113
B. Riley Wealth Advisors
Florida
$570K +$10.3K +190 +2%
IC
114
Inscription Capital
Texas
$547K
UPS
115
UHLMANN PRICE SECURITIES
Illinois
$541K +$546K +10,073 New
BAAM
116
Baker Avenue Asset Management
California
$537K -$163K -3,000 -23%
SWP
117
Stratos Wealth Partners
Ohio
$535K +$112K +2,073 +26%
FC
118
FORA Capital
Florida
$524K +$530K +9,762 New
TWM
119
Tradition Wealth Management
Minnesota
$519K +$30.1K +554 +6%
IWM
120
IHT Wealth Management
Illinois
$517K +$13.3K +245 +3%
PA
121
PSI Advisors
Florida
$513K +$488 +9 +0.1%
KACA
122
Kayne Anderson Capital Advisors
California
$506K -$547K -10,089 -52%
FCI
123
Financial Counselors Inc
Kansas
$502K -$13.6K -250 -3%
USCWA
124
U.S. Capital Wealth Advisors
Texas
$502K +$1.52K +28 +0.3%
KWM
125
Kingsview Wealth Management
Oregon
$495K +$77.8K +1,434 +18%

SUN Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2024, worth a combined $3.1B — down 5.8% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 29 closed out — a net gain of 3 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $87.8M.

  • 274 institutional investors held Sunoco (SUN) as of Q3 2024, up from 273 in Q2 2024.
  • Funds reported $3.1B of Sunoco stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest Sunoco buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest Sunoco seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2024.