Sunoco
150 hedge funds and large institutions have $845M invested in Sunoco in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 10 closing their positions.
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
58% more call options, than puts
Call options by funds: $9.67M | Put options by funds: $6.12M
19% more funds holding
Funds holding: 126 → 150 (+24)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 37
0.52% less ownership
Funds ownership: 33.9% → 33.38% (-0.52%)
4% less capital invested
Capital invested by funds: $882M → $845M (-$36.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.7M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$14M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$5.54M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$4.19M |
| 5 |
AAA
Adams Asset Advisors
Dallas,
Texas
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$43.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$23.5M |
| 3 |
VanEck Associates
New York
|
-$3.71M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.04M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$1.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
151
VanEck Associates
New York
| – | -$3.71M | -118,096 | Closed |
|
152
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$1.55M | -49,423 | Closed |
|
153
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| – | -$745K | -23,699 | Closed |
|
|
MIAN
154
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$382K | -12,265 | Closed |
|
|
CAMG
155
CWA Asset Management Group
Naples,
Florida
| – | -$264K | -8,400 | Closed |
|
|
HAG
156
HighPoint Advisor Group
Downers Grove,
Illinois
| – | -$132K | -4,147 | Closed |
|
|
PCM
157
Penserra Capital Management
Orinda,
California
| – | -$81K | -2,598 | Closed |
|
158
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$79K | -2,500 | Closed |
|
|
AIC
159
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$28K | -900 | Closed |
|
|
FGAM
160
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -35 | Closed |
|
SUN Hedge Fund Activity: Q4 2019 in Review
150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2019, worth a combined $845M — down 4.1% from $882M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SUN positions and 10 closed out — a net gain of 26 holders — while 37 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.7M. The largest seller was Goldman Sachs, cutting an estimated $43.6M.
- 150 institutional investors held Sunoco (SUN) as of Q4 2019, up from 126 in Q3 2019.
- Funds reported $845M of Sunoco stock for Q4 2019, down 4.1% quarter-over-quarter.
- 36 funds opened new Sunoco positions in Q4 2019 and 10 closed out, a net change of +26 holders.
- The largest Sunoco buyer in Q4 2019 was Morgan Stanley, an estimated $25.7M added.
- The largest Sunoco seller in Q4 2019 was Goldman Sachs, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2019.