We are live on ! Find out more
SUN icon

Sunoco
SUN

169 hedge funds and large institutions have $706M invested in Sunoco in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

70% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.86M

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

6% more funds holding

Funds holding: 160 → 169 (+9)

0% more capital invested

Capital invested by funds: $706M → $706M (+$114K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.11% less ownership

Funds ownership: 20.75% → 20.63% (-0.11%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
55
Reduced
41
Closed
14
Calls
$15.1M
Puts
$8.86M
Net Calls
+$6.21M
Net Calls Change
+$568K

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.62M
2
Morgan Stanley
Morgan Stanley
New York
+$5.26M
3
Bank of America
Bank of America
North Carolina
+$3.52M
4
Goldman Sachs
Goldman Sachs
New York
+$3.42M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$23.3M
2
N
Natixis
France
-$5.49M
3
GF
Gabelli Funds
New York
-$1.43M
4
ClearBridge Investments
ClearBridge Investments
New York
-$1.26M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
151
Quent Capital
New York
$7K – – –
EIP
152
Ellis Investment Partners
Pennsylvania
$7K +$170 +4 +2%
RIM
153
Rockbridge Investment Management
New York
$6.35K – – –
AWM
154
Accel Wealth Management
Iowa
$6K – – –
UB
155
UMB Bank
Missouri
$6K – – –
SMG
156
Spectrum Management Group
Indiana
$6K +$128 +3 +2%
SPIA
157
Steward Partners Investment Advisory
New York
$6K +$5.83K +137 New
AAP
158
Arax Advisory Partners
Colorado
$5K +$5.32K +125 New
SIS
159
Sound Income Strategies
Florida
$4K – – –
PWMG
160
Prestige Wealth Management Group
New Jersey
$4K +$85 +2 +2%
SSG
161
Summit Securities Group
New York
$4K +$4.26K +100 New
GEA
162
Glen Eagle Advisors
New Jersey
$2.04K – – –
CMA
163
Cedar Mountain Advisors
Oregon
$2K +$2.26K +53 New
RM
164
Rudius Management
New York
$1K – – –
GF
165
Gabelli Funds
New York
– -$1.43M -35,000 Closed
Verition Fund Management
166
Verition Fund Management
Connecticut
– -$1.16M -28,300 Closed
FAIM
167
Financial Advocates Investment Management
Washington
– -$439K -11,808 Closed
MIAN
168
Mariner Independent Advisor Network
Kansas
– -$478K -11,637 Closed
NA
169
NewEdge Advisors
Louisiana
– -$283K -6,937 Closed
ECM
170
Evergreen Capital Management
Washington
– -$245K -6,000 Closed
CAN
171
Claraphi Advisory Network
United States
– -$239K -5,865 Closed
CF
172
Centaurus Financial
California
– -$128K -3,130 Closed
Simplex Trading
173
Simplex Trading
Illinois
– -$132K -3,090 Closed
PI
174
PEAK6 Investments
Illinois
– -$124K -2,915 Closed
CA
175
CoreCap Advisors
Michigan
– -$41K -1,000 Closed
4 5 6
7
8

SUN Hedge Fund Activity: Q1 2022 in Review

169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2022, worth a combined $706M — up 0.02% from $706M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SUN positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $7.62M. The largest seller was Invesco, cutting an estimated $23.3M.

  • 169 institutional investors held Sunoco (SUN) as of Q1 2022, up from 160 in Q4 2021.
  • Funds reported $706M of Sunoco stock for Q1 2022, up 0.02% quarter-over-quarter.
  • 25 funds opened new Sunoco positions in Q1 2022 and 14 closed out, a net change of +11 holders.
  • The largest Sunoco buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $7.62M added.
  • The largest Sunoco seller in Q1 2022 was Invesco, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2022.