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211 hedge funds and large institutions have $1.26B invested in Sunoco in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $13.5M

1% more funds holding

Funds holding: 209211 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.01% less ownership

Funds ownership: 29.79%24.79% (-5%)

16% less capital invested

Capital invested by funds: $1.5B → $1.26B (-$240M)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
63
Reduced
49
Closed
31
Calls
$14.8M
Puts
$13.5M
Net Calls
+$1.31M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
126
Willis Investment Counsel
Georgia
$294K
MCM
127
MAI Capital Management
Ohio
$288K
DADC
128
D.A. Davidson & Co
Montana
$283K +$284K +4,693 New
CIC
129
Carnegie Investment Counsel
Ohio
$280K -$3.81K -63 -1%
DC
130
Davenport & Co
Virginia
$274K
SCA
131
Snowden Capital Advisors
New York
$268K +$1.51K +25 +0.6%
VIA
132
Virtus Investment Advisers
Connecticut
$264K
MA
133
Mutual Advisors
Nebraska
$264K -$52.6K -869 -17%
Brown Advisory
134
Brown Advisory
Maryland
$262K
CWA
135
Centennial Wealth Advisory
Michigan
$258K -$49.8K -824 -16%
AWA
136
Arkadios Wealth Advisors
Georgia
$251K
SW
137
SVB Wealth
Massachusetts
$248K +$249K +4,118 New
CAMG
138
CWA Asset Management Group
Florida
$248K
QPWM
139
Quadrant Private Wealth Management
Pennsylvania
$244K
PCIA
140
Prime Capital Investment Advisors
Kansas
$236K -$2.12K -35 -0.9%
HAG
141
HighPoint Advisor Group
Illinois
$231K +$265K +4,384 New
KCM
142
Kanawha Capital Management
Virginia
$229K
CB
143
Commerce Bank
Missouri
$229K +$229K +3,793 New
RJT
144
Raymond James Trust
Florida
$228K
IIA
145
IPG Investment Advisors
California
$227K
TWP
146
Tyche Wealth Partners
Texas
$222K -$6.17K -102 -3%
ICG
147
InterOcean Capital Group
Tennessee
$219K +$219K +3,629 New
GIA
148
Gladstone Institutional Advisory
Florida
$219K +$219K +3,625 New
TNA
149
True North Advisors
Texas
$218K
PAS
150
Park Avenue Securities
New York
$215K +$1.39K +23 +0.7%