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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

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more funds holding

Funds holding: 211273 (+62)

18.44% more ownership

Funds ownership: 24.79%43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
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
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
126
United Advisor Group
Ohio
$484K -$3.65K -67 -0.8%
GLA
127
Good Life Advisors
Pennsylvania
$472K +$21.3K +391 +5%
EWA
128
EP Wealth Advisors
California
$469K +$16K +293 +4%
Simplex Trading
129
Simplex Trading
Illinois
$466K +$340K +6,233 +308%
CCM
130
Cohen Capital Management
California
$464K +$448K +8,210 New
OA
131
Oxbow Advisors
Texas
$462K +$445K +8,169 New
SAM
132
Silvercrest Asset Management
New York
$452K
SWP
133
Stratos Wealth Partners
Ohio
$446K +$66.8K +1,225 +18%
KWM
134
Kingsview Wealth Management
Oregon
$440K +$243K +4,452 +134%
ESBC
135
E.S. Barr & Co
Kentucky
$440K
BFEC
136
Benjamin F. Edwards & Company
Missouri
$438K +$26.7K +490 +7%
DADC
137
D.A. Davidson & Co
Montana
$434K +$162K +2,979 +63%
WP
138
WealthPLAN Partners
Nebraska
$426K +$545 +10 +0.1%
SOW
139
State of Wyoming
Wyoming
$423K +$115K +2,103 +39%
SGCA
140
Steel Grove Capital Advisors
Tennessee
$413K +$398K +7,302 New
NA
141
NewEdge Advisors
Louisiana
$397K +$26.7K +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 +$379K +6,948 New
JF
145
Jump Financial
Illinois
$379K -$27.9K -511 -7%
PI
146
PFG Investments
New York
$373K +$1.8K +33 +0.5%
TI
147
Tidal Investments
Wisconsin
$367K +$354K +6,492 New
JIP
148
Jaffetilchin Investment Partners
Florida
$366K -$164 -3 -0%
AI
149
Atria Investments
North Carolina
$354K +$342K +6,263 New
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$352K +$340K +6,233 New

SUN Hedge Fund Activity: Q2 2024 in Review

273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2024, worth a combined $3.3B — up 161% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SUN positions and 18 closed out — a net gain of 67 holders — while 110 added to existing stakes and 34 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $498M. The largest seller was Jennison Associates, exiting entirely with an estimated $12.2M sold.

  • 273 institutional investors held Sunoco (SUN) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $3.3B of Sunoco stock for Q2 2024, up 161% quarter-over-quarter.
  • 85 funds opened new Sunoco positions in Q2 2024 and 18 closed out, a net change of +67 holders.
  • The largest Sunoco buyer in Q2 2024 was ALPS Advisors, an estimated $498M added.
  • The largest Sunoco seller in Q2 2024 was Jennison Associates, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.