We are live on ! Find out more

168 hedge funds and large institutions have $628M invested in Sunoco in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $18.1M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $614M → $628M (+$13.9M)

1% more funds holding

Funds holding: 167168 (+1)

0.72% less ownership

Funds ownership: 20.09%19.37% (-0.72%)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
40
Closed
18
Calls
$25.5M
Puts
$18.1M
Net Calls
+$7.38M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$7K -$168K -4,264 -96%
WAM
152
Worth Asset Management
Texas
$7K -$14K -355 -65%
FF
153
FourThought Financial
Florida
$7K
EIP
154
Ellis Investment Partners
Pennsylvania
$7K +$157 +4 +2%
QC
155
Quent Capital
New York
$6K
AWM
156
Accel Wealth Management
Iowa
$5K
AAP
157
Arax Advisory Partners
Colorado
$5K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$4.78K -$8.12M -206,500 -64%
PWMG
159
Prestige Wealth Management Group
New Jersey
$4K +$79 +2 +2%
CMA
160
Cedar Mountain Advisors
Oregon
$2K
GEA
161
Glen Eagle Advisors
New Jersey
$1.95K
RM
162
Rudius Management
New York
$1K
KFS
163
Kelly Financial Services
Massachusetts
$487
IG
164
ING Group
Netherlands
-$2.91M -78,000 Closed
CB
165
Commerce Bank
Missouri
-$1.83M -49,275 Closed
KAS
166
Kestra Advisory Services
Texas
-$700K -18,785 Closed
VF
167
Virtu Financial
New York
-$400K -10,740 Closed
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
-$283K -7,605 Closed
BPA
169
Beacon Pointe Advisors
California
-$253K -6,808 Closed
AG
170
AlphaSimPlex Group
Massachusetts
-$219K -5,889 Closed
TRCT
171
Tower Research Capital (TRC)
New York
-$174K -4,682 Closed
BAM
172
Belpointe Asset Management
Nevada
-$102K -2,740 Closed
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
-$87K -2,340 Closed
TCA
174
Tortoise Capital Advisors
Kansas
-$52K -1,390 Closed
FHA
175
First Horizon Advisors
Tennessee
-$37K -1,000 Closed

SUN Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2022, worth a combined $628M — up 2.3% from $614M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.16M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 168 institutional investors held Sunoco (SUN) as of Q3 2022, up from 167 in Q2 2022.
  • Funds reported $628M of Sunoco stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 20 funds opened new Sunoco positions in Q3 2022 and 18 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2022 was JP Morgan Chase, an estimated $6.16M added.
  • The largest Sunoco seller in Q3 2022 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.