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Sunoco
SUN

Overview Fund Activity

267 hedge funds and large institutions have $3.11B invested in Sunoco in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 29 closing their positions.

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
28
Increased
81
Reduced
77
Closed
29
Calls
$11.1M
Puts
$37.1M
Net Calls
-$26M
Net Calls Change
+$715K

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$1.06B
2
EIP
2
Energy Income Partners
Connecticut
$90.8M
3
IG
3
ING Group
Netherlands
$26.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.1M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$12.1M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$572K
2
HF
2
HRT Financial
New York
$2.19M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$346M
5
Citigroup
5
Citigroup
New York
$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$622K +$53.9K +1,048 +9%
HVIA
102
Hudson Valley Investment Advisors
New York
$619K – – –
HH
103
Hilltop Holdings
Texas
$612K +$58.2K +1,131 +11%
WS
104
Wedbush Securities
California
$600K +$47.9K +932 +9%
BWP
105
Baldwin Wealth Partners
Massachusetts
$584K – – –
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$581K -$25.7K -499 -4%
IAIM
107
International Assets Investment Management
Florida
$572K -$29.1M -561,735 -98%
CAM
108
Cresset Asset Management
Illinois
$571K +$211K +4,109 +59%
CG
109
Caprock Group
Idaho
$569K +$569K +11,064 New
Brown Advisory
110
Brown Advisory
Maryland
$564K – – –
XF
111
XML Financial
Maryland
$558K -$181K -3,525 -25%
MEAC
112
M.E. Allison & Co
Texas
$542K +$542K +10,545 New
BRWA
113
B. Riley Wealth Advisors
Florida
$542K -$5.14K -100 -0.9%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$528K +$70.5K +1,371 +15%
GCM
115
Greenland Capital Management
New York
$526K +$526K +10,230 New
CIS
116
Custom Index Systems
New York
$521K -$572K -11,125 -52%
IWM
117
IHT Wealth Management
Illinois
$518K +$23K +448 +5%
BAAM
118
Baker Avenue Asset Management
California
$514K – – –
UPS
119
UHLMANN PRICE SECURITIES
Illinois
$503K -$14.9K -289 -3%
TWM
120
Tradition Wealth Management
Minnesota
$501K +$2.83K +55 +0.6%
KWM
121
Kingsview Wealth Management
Oregon
$487K +$12.9K +251 +3%
KACA
122
Kayne Anderson Capital Advisors
California
$485K – – –
FCI
123
Financial Counselors Inc
Kansas
$481K – – –
PA
124
PSI Advisors
Florida
$473K -$18.8K -365 -4%
KeyBank National Association
125
KeyBank National Association
Ohio
$463K – – –
3 4
5
6 7