SUN icon

Sunoco
SUN

Overview Fund Activity

181 hedge funds and large institutions have $783M invested in Sunoco in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
53
Reduced
49
Closed
23
Calls
$18.5M
Puts
$10M
Net Calls
+$8.47M
Net Calls Change
+$3.64M

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$64.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
EWA
3
EP Wealth Advisors
California
$6.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.49M
5
VFA
5
Valeo Financial Advisors
Indiana
$4.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$249M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$10.3M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.49M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$26.3K – – –
GI
152
Gradient Investments
Minnesota
$26.3K – – –
SPIA
153
Steward Partners Investment Advisory
New York
$26.3K +$26.3K +600 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$22K +$21.9K +500 +25,000%
CWM
155
Compass Wealth Management
Connecticut
$21.9K – – –
AWM
156
Avior Wealth Management
Nebraska
$21.9K – – –
AAG
157
Armstrong Advisory Group
Massachusetts
$16.2K +$175 +4 +1%
HNB
158
Huntington National Bank
Ohio
$14.5K -$15.6K -356 -52%
NC
159
NewSquare Capital
Pennsylvania
$13.2K – – –
BAM
160
Byrne Asset Management
New Jersey
$9K – – –
GWM
161
Geneos Wealth Management
Colorado
$8.82K +$132 +3 +2%
AF
162
Allworth Financial
California
$8.78K – – –
BF
163
BOK Financial
Oklahoma
$8.78K +$8.78K +200 New
IA
164
IFP Advisors
Florida
$8.59K -$7.86K -300 -48%
WAM
165
Worth Asset Management
Texas
$8.38K – – –
QC
166
Quent Capital
New York
$7.24K – – –
AWM
167
Accel Wealth Management
Iowa
$5.93K – – –
PWMG
168
Prestige Wealth Management Group
New Jersey
$5.16K +$87 +2 +2%
CMANY
169
Capital Management Associates (New York)
New York
$4.39K – – –
S
170
SignatureFD
Georgia
$3.29K +$3.29K +75 New
CMA
171
Cedar Mountain Advisors
Oregon
$2.33K – – –
GEA
172
Glen Eagle Advisors
New Jersey
$2.2K – – –
SHIM
173
Stone House Investment Management
Pennsylvania
$2.11K +$2.11K +48 New
RM
174
Rudius Management
New York
$1.45K – – –
GWSA
175
Global Wealth Strategies & Associates
Colorado
$1.45K – – –
5 6
7
8 9