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Sunoco
SUN

168 hedge funds and large institutions have $628M invested in Sunoco in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $18.1M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $614M → $628M (+$13.9M)

1% more funds holding

Funds holding: 167 → 168 (+1)

0.72% less ownership

Funds ownership: 20.09% → 19.37% (-0.72%)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
40
Closed
18
Calls
$25.5M
Puts
$18.1M
Net Calls
+$7.38M
Net Calls Change
+$3.62M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$6.16M
2
VFA
Valeo Financial Advisors
Indiana
+$3.92M
3
N
Natixis
France
+$3.21M
4
HF
HRT Financial
New York
+$1.74M
5
Simplex Trading
Simplex Trading
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.12M
3
IG
ING Group
Netherlands
-$2.91M
4
Invesco
Invesco
Georgia
-$2.61M
5
Citigroup
Citigroup
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
126
Salem Investment Counselors
North Carolina
$79K – – –
FMTCOCP
127
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K – – –
HI
128
Hudock Inc
Pennsylvania
$77K +$1.61K +41 +2%
CS
129
Credit Suisse
Switzerland
$74K -$154K -3,918 -67%
ECM
130
Estabrook Capital Management
New York
$54.6K – – –
CB
131
CNB Bank
Pennsylvania
$53K – – –
MCC
132
Money Concepts Capital
Florida
$47K – – –
HNB
133
Huntington National Bank
Ohio
$40K -$54.1K -1,375 -57%
FWM
134
Focused Wealth Management
New York
$40K – – –
HNWAG
135
High Net Worth Advisory Group
Florida
$39K – – –
OIA
136
Optimum Investment Advisors
Illinois
$39K – – –
FRA
137
Front Row Advisors
California
$29K – – –
PTC
138
Private Trust Company
Ohio
$25K – – –
GI
139
Gradient Investments
Minnesota
$23K – – –
IA
140
IFP Advisors
Florida
$20K – – –
GWSG
141
GPS Wealth Strategies Group
Colorado
$20K +$20.1K +510 New
AWM
142
Avior Wealth Management
Nebraska
$19K – – –
CFGS
143
Concourse Financial Group Securities
Alabama
$19K – – –
HPC
144
HM Payson & Co
Maine
$19K – – –
CCM
145
Covington Capital Management
California
$18K – – –
PFA
146
Professional Financial Advisors
Nebraska
$18K – – –
HI
147
Harbour Investments
Wisconsin
$14K – – –
BAM
148
Byrne Asset Management
New Jersey
$8K – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$8K +$157 +4 +2%
AF
150
Allworth Financial
California
$8K +$7.87K +200 New
4 5
6
7 8

SUN Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2022, worth a combined $628M — up 2.3% from $614M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.16M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 168 institutional investors held Sunoco (SUN) as of Q3 2022, up from 167 in Q2 2022.
  • Funds reported $628M of Sunoco stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 20 funds opened new Sunoco positions in Q3 2022 and 18 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2022 was JP Morgan Chase, an estimated $6.16M added.
  • The largest Sunoco seller in Q3 2022 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.