SUN icon

Sunoco
SUN

Overview Fund Activity

181 hedge funds and large institutions have $783M invested in Sunoco in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
53
Reduced
49
Closed
23
Calls
$18.5M
Puts
$10M
Net Calls
+$8.47M
Net Calls Change
+$3.64M

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$64.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
EWA
3
EP Wealth Advisors
California
$6.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.49M
5
VFA
5
Valeo Financial Advisors
Indiana
$4.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$249M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$10.3M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.49M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
126
State of Wyoming
Wyoming
$174K +$111K +2,539 +179%
NFSG
127
Newbridge Financial Services Group
Florida
$155K -$23.9K -545 -13%
US Bancorp
128
US Bancorp
Minnesota
$132K -$21.9K -500 -14%
CMF
129
Counterpoint Mutual Funds
California
$118K +$118K +2,682 New
SIC
130
Salem Investment Counselors
North Carolina
$117K +$28.2K +642 +32%
PA
131
Parallel Advisors
California
$117K +$395 +9 +0.3%
BAM
132
Belpointe Asset Management
Nevada
$96.4K +$16.8K +383 +21%
FMTCOCP
133
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K – – –
BBHC
134
Brown Brothers Harriman & Co
New York
$87.8K +$87.8K +2,000 New
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.5K – – –
ASN
136
Advisory Services Network
Georgia
$65.8K +$21.9K +500 +50%
ECM
137
Estabrook Capital Management
New York
$61.4K – – –
CB
138
CNB Bank
Pennsylvania
$59.3K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$59K +$54.8K +1,250 +1,316%
SS
140
Sunbelt Securities
Texas
$56K +$56K +1,281 New
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.7K +$52.7K +1,200 New
EWA
142
EverSource Wealth Advisors
Alabama
$47.6K – – –
GWSG
143
GPS Wealth Strategies Group
Colorado
$45.6K +$45.6K +1,038 New
FWM
144
Focused Wealth Management
New York
$44.8K – – –
IGWM
145
ICA Group Wealth Management
Colorado
$43.9K – – –
HI
146
Harbour Investments
Wisconsin
$42.4K +$16.3K +372 +63%
PTC
147
Private Trust Company
Ohio
$37.3K +$8.78K +200 +31%
KFI
148
Key Financial Inc
Pennsylvania
$37.3K +$36.8K +839 +7,627%
FRA
149
Front Row Advisors
California
$33K – – –
LF
150
Lee Financial
Texas
$28.5K -$922K -21,000 -97%
4 5
6
7 8