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Sunoco
SUN

Overview Fund Activity

273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.97%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M

Top Buyers

1
AA
ALPS Advisors
Colorado
$1.06B
2
Invesco
Invesco
Georgia
$481M
3
Goldman Sachs
Goldman Sachs
New York
$379M
4
TCA
Tortoise Capital Advisors
Kansas
$76.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$98.2M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.76M
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
SPS
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
126
United Advisor Group
Ohio
$484K -$3.79K -67 -0.8%
GLA
127
Good Life Advisors
Pennsylvania
$472K +$22.1K +391 +5%
EWA
128
EP Wealth Advisors
California
$469K +$16.6K +293 +4%
Simplex Trading
129
Simplex Trading
Illinois
$466K +$352K +6,233 +308%
CCM
130
Cohen Capital Management
California
$464K +$464K +8,210 New
OA
131
Oxbow Advisors
Texas
$462K +$462K +8,169 New
SAM
132
Silvercrest Asset Management
New York
$452K – – –
SWP
133
Stratos Wealth Partners
Ohio
$446K +$69.3K +1,225 +18%
KWM
134
Kingsview Wealth Management
Oregon
$440K +$252K +4,452 +134%
ESBC
135
E.S. Barr & Co
Kentucky
$440K – – –
BFEC
136
Benjamin F. Edwards & Company
Missouri
$438K +$27.7K +490 +7%
DADC
137
D.A. Davidson & Co
Montana
$434K +$168K +2,979 +63%
WP
138
WealthPLAN Partners
Nebraska
$426K +$565 +10 +0.1%
SOW
139
State of Wyoming
Wyoming
$423K +$119K +2,103 +39%
SGCA
140
Steel Grove Capital Advisors
Tennessee
$413K +$413K +7,302 New
NA
141
NewEdge Advisors
Louisiana
$397K +$27.7K +490 +7%
SNBOSCI
142
Security National Bank of Sioux City Iowa
Iowa
$396K – – –
CAM
143
Cresset Asset Management
Illinois
$395K – – –
OC
144
Oppenheimer & Co
New York
$393K +$393K +6,948 New
JF
145
Jump Financial
Illinois
$379K -$28.9K -511 -7%
PI
146
PFG Investments
New York
$373K +$1.87K +33 +0.5%
TI
147
Tidal Investments
Wisconsin
$367K +$367K +6,492 New
JIP
148
Jaffetilchin Investment Partners
Florida
$366K -$170 -3 -0%
AI
149
Atria Investments
North Carolina
$354K +$354K +6,263 New
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$352K +$352K +6,233 New
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6
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