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Sunoco
SUN

129 hedge funds and large institutions have $707M invested in Sunoco in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

18% more funds holding

Funds holding: 109 → 129 (+20)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.33% less ownership

Funds ownership: 35.65% → 34.32% (-1.3%)

6% less capital invested

Capital invested by funds: $750M → $707M (-$43.1M)

11% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $6.15M

Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
34
Reduced
31
Closed
12
Calls
$5.5M
Puts
$6.15M
Net Calls
-$648K
Net Calls Change
+$969K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$19.1M
2
MP
MSD Partners
New York
+$8.1M
3
O
OppenheimerFunds
New York
+$4.94M
4
SG Americas Securities
SG Americas Securities
New York
+$2.77M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.56M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$26.3M
2
Bank of America
Bank of America
North Carolina
-$18.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12M
4
JP Morgan Chase
JP Morgan Chase
New York
-$10.3M
5
BlackRock
BlackRock
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Parallel Advisors
California
$5K +$5.87K +221 New
KJWM
127
Kiley Juergens Wealth Management
Washington
$3K +$3.45K +130 New
AWM
128
Avior Wealth Management
Nebraska
$2K – – –
POIA
129
Pin Oak Investment Advisors
Texas
$2K – – –
GRP
130
Global Retirement Partners
California
$2K +$2.26K +85 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
– -$1.81M -70,800 Closed
SFI
132
Susquehanna Fundamental Investments
Pennsylvania
– -$1.33M -52,155 Closed
HSA
133
Hussman Strategic Advisors
Maryland
– -$510K -20,000 Closed
KI
134
Koch Industries
Kansas
– -$386K -15,137 Closed
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
– -$284K -11,143 Closed
YMRC
136
Yorktown Management & Research Company
Virginia
– -$245K -9,600 Closed
TRCT
137
Tower Research Capital (TRC)
New York
– -$147K -5,768 Closed
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
– -$120K -4,693 Closed
SWP
139
Stratos Wealth Partners
Ohio
– -$79K -3,081 Closed
IWM
140
IHT Wealth Management
Illinois
– -$47K -1,846 Closed
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
– -$26K -1,000 Closed
SEI Investments
142
SEI Investments
Pennsylvania
– -$7K -275 Closed
2 3 4 5
6

SUN Hedge Fund Activity: Q2 2018 in Review

129 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2018, worth a combined $707M — down 5.7% from $750M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 12 closed out — a net gain of 20 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.1M. The largest seller was Harvest Fund Advisors, cutting an estimated $26.3M.

  • 129 institutional investors held Sunoco (SUN) as of Q2 2018, up from 109 in Q1 2018.
  • Funds reported $707M of Sunoco stock for Q2 2018, down 5.7% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q2 2018 and 12 closed out, a net change of +20 holders.
  • The largest Sunoco buyer in Q2 2018 was Goldman Sachs, an estimated $19.1M added.
  • The largest Sunoco seller in Q2 2018 was Harvest Fund Advisors, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2018.