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Sunoco
SUN

Overview Fund Activity

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.

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.06%
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
+$1.32M
Net Calls Change
-$23.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$25.6M
2
AA
2
ALPS Advisors
Colorado
$584M
3
EIP
3
Energy Income Partners
Connecticut
$10.5M
4
Wells Fargo
4
Wells Fargo
California
$25.3M
5
ICA
5
Infrastructure Capital Advisors
New York
$3.69M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$71.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.5M
3
Invesco
3
Invesco
Georgia
$27.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$132M
5
Jane Street
5
Jane Street
New York
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
126
Willis Investment Counsel
Georgia
$294K 4,883 – –
MCM
127
MAI Capital Management
Ohio
$288K 4,780 – –
DADC
128
D.A. Davidson & Co
Montana
$283K 4,693 +4,693 New
CIC
129
Carnegie Investment Counsel
Ohio
$280K 4,650 -63 -1%
DC
130
Davenport & Co
Virginia
$274K 4,550 – –
SCA
131
Snowden Capital Advisors
New York
$268K 4,443 +25 +0.6%
VIA
132
Virtus Investment Advisers
Connecticut
$264K 4,380 – –
MA
133
Mutual Advisors
Nebraska
$264K 4,372 -869 -17%
Brown Advisory
134
Brown Advisory
Maryland
$262K 4,343 – –
CWA
135
Centennial Wealth Advisory
Michigan
$258K 4,274 -824 -16%
AWA
136
Arkadios Wealth Advisors
Georgia
$251K 4,160 – –
SW
137
SVB Wealth
Massachusetts
$248K 4,118 +4,118 New
CAMG
138
CWA Asset Management Group
Florida
$248K 4,111 – –
QPWM
139
Quadrant Private Wealth Management
Pennsylvania
$244K 4,040 – –
PCIA
140
Prime Capital Investment Advisors
Kansas
$236K 3,918 -35 -0.9%
HAG
141
HighPoint Advisor Group
Illinois
$231K 4,384 +4,384 New
KCM
142
Kanawha Capital Management
Virginia
$229K 3,800 – –
CB
143
Commerce Bank
Missouri
$229K 3,793 +3,793 New
RJT
144
Raymond James Trust
Florida
$228K 3,784 – –
IIA
145
IPG Investment Advisors
California
$227K 3,760 – –
TWP
146
Tyche Wealth Partners
Texas
$222K 3,675 -102 -3%
ICG
147
InterOcean Capital Group
Tennessee
$219K 3,629 +3,629 New
GIA
148
Gladstone Institutional Advisory
Florida
$219K 3,625 +3,625 New
TNA
149
True North Advisors
Texas
$218K 3,616 – –
PAS
150
Park Avenue Securities
New York
$215K 3,560 +23 +0.7%
4 5
6
7 8