We are live on ! Find out more

167 hedge funds and large institutions have $614M invested in Sunoco in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14.4M

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.54% less ownership

Funds ownership: 20.63%20.09% (-0.54%)

1% less funds holding

Funds holding: 169167 (-2)

13% less capital invested

Capital invested by funds: $706M → $614M (-$91.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
54
Reduced
43
Closed
17
Calls
$18.1M
Puts
$14.4M
Net Calls
+$3.75M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
126
Tortoise Capital Advisors
Kansas
$52K
CB
127
CNB Bank
Pennsylvania
$50K
MCC
128
Money Concepts Capital
Florida
$45K -$92.7K -2,279 -65%
FWM
129
Focused Wealth Management
New York
$38K
FHA
130
First Horizon Advisors
Tennessee
$37K
HNWAG
131
High Net Worth Advisory Group
Florida
$37K
OIA
132
Optimum Investment Advisors
Illinois
$37K
FRA
133
Front Row Advisors
California
$28K
PTC
134
Private Trust Company
Ohio
$24K +$26.5K +650 New
GI
135
Gradient Investments
Minnesota
$22K
WAM
136
Worth Asset Management
Texas
$20K -$4.88K -120 -18%
IA
137
IFP Advisors
Florida
$20K
HPC
138
HM Payson & Co
Maine
$19K
AWM
139
Avior Wealth Management
Nebraska
$18K
CFGS
140
Concourse Financial Group Securities
Alabama
$18K
CCM
141
Covington Capital Management
California
$17K
PFA
142
Professional Financial Advisors
Nebraska
$17K
PMFA
143
Plante Moran Financial Advisors
Michigan
$16K +$17.3K +424 New
HI
144
Harbour Investments
Wisconsin
$14K +$15.7K +385 New
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$12.5K -$10.2K -250 -0.1%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$8K +$203 +5 +2%
BAM
147
Byrne Asset Management
New Jersey
$7K
FF
148
FourThought Financial
Florida
$7K
EIP
149
Ellis Investment Partners
Pennsylvania
$7K +$122 +3 +2%
QC
150
Quent Capital
New York
$6K