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Sunoco
SUN

160 hedge funds and large institutions have $706M invested in Sunoco in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

42% more call options, than puts

Call options by funds: $19M | Put options by funds: $13.3M

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

10% more funds holding

Funds holding: 145 → 160 (+15)

7% more capital invested

Capital invested by funds: $658M → $706M (+$48M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.4% less ownership

Funds ownership: 21.15% → 20.75% (-0.4%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
50
Reduced
40
Closed
14
Calls
$19M
Puts
$13.3M
Net Calls
+$5.64M
Net Calls Change
-$4.49M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.94M
2
Citigroup
Citigroup
New York
+$7.84M
3
IG
ING Group
Netherlands
+$5.63M
4
N
Natixis
France
+$4.88M
5
Bank of America
Bank of America
North Carolina
+$2.98M

Top Sellers

1
Invesco
Invesco
Georgia
-$21M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.97M
3
ClearBridge Investments
ClearBridge Investments
New York
-$5.01M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$4.04M
5
Goldman Sachs
Goldman Sachs
New York
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
151
Spectrum Management Group
Indiana
$6K +$119 +3 +2%
UB
152
UMB Bank
Missouri
$6K +$5.39K +136 New
SIS
153
Sound Income Strategies
Florida
$4K – – –
PWMG
154
Prestige Wealth Management Group
New Jersey
$4K +$79 +2 +2%
IAG
155
Investmark Advisory Group
Connecticut
$4K +$3.97K +100 New
Group One Trading
156
Group One Trading
Illinois
$3K +$2.94K +74 New
GEA
157
Glen Eagle Advisors
New Jersey
$2.04K – – –
RM
158
Rudius Management
New York
$1K – – –
Fidelity Investments
159
Fidelity Investments
Massachusetts
– -$8.97M -226,308 -100%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
– -$4.04M -108,300 Closed
Neuberger Berman Group
161
Neuberger Berman Group
New York
– -$746K -20,000 Closed
MP
162
McDonald Partners
Ohio
– -$560K -15,000 Closed
SW
163
SVB Wealth
Massachusetts
– -$524K -14,046 Closed
PWM
164
Perigon Wealth Management
California
– -$366K -9,801 Closed
Northern Trust
165
Northern Trust
Illinois
– -$304K -8,145 Closed
KPWS
166
Kestra Private Wealth Services
Texas
– -$304K -8,135 Closed
AP
167
Americana Partners
Texas
– -$231K -6,201 Closed
AWA
168
Arkadios Wealth Advisors
Georgia
– -$129K -3,459 Closed
CMF
169
Counterpoint Mutual Funds
California
– -$21K -554 Closed
SCA
170
Stonebridge Capital Advisors
Minnesota
– -$11K -300 Closed
CG
171
Cutler Group
California
– -$9K -266 Closed
CFA
172
Cahill Financial Advisors
Minnesota
– -$9K -250 Closed
GRP
173
Global Retirement Partners
California
– -$3K -85 Closed
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
– +$40 +1 New
3 4 5 6
7

SUN Hedge Fund Activity: Q4 2021 in Review

160 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2021, worth a combined $706M — up 7.3% from $658M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 14 closed out — a net gain of 18 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $7.94M. The largest seller was Invesco, cutting an estimated $21M.

  • 160 institutional investors held Sunoco (SUN) as of Q4 2021, up from 145 in Q3 2021.
  • Funds reported $706M of Sunoco stock for Q4 2021, up 7.3% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q4 2021 and 14 closed out, a net change of +18 holders.
  • The largest Sunoco buyer in Q4 2021 was Bank of Montreal, an estimated $7.94M added.
  • The largest Sunoco seller in Q4 2021 was Invesco, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.