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186 hedge funds and large institutions have $940M invested in Sunoco in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $6.56M

62% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 42

22% more capital invested

Capital invested by funds: $772M → $940M (+$168M)

1.75% more ownership

Funds ownership: 21.09%22.84% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

1% less funds holding

Funds holding: 188186 (-2)

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
68
Reduced
42
Closed
21
Calls
$39.4M
Puts
$6.56M
Net Calls
+$32.9M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
151
GPS Wealth Strategies Group
Colorado
$52.7K +$863 +19 +2%
FWM
152
Focused Wealth Management
New York
$50K
HI
153
Harbour Investments
Wisconsin
$47.6K +$136 +3 +0.3%
KFI
154
Key Financial Inc
Pennsylvania
$43.2K +$727 +16 +2%
SS
155
Sunbelt Securities
Texas
$43.1K -$18.2K -400 -31%
PTC
156
Private Trust Company
Ohio
$41.6K
CWM
157
Compass Wealth Management
Connecticut
$39.2K +$13.6K +300 +60%
FRA
158
Front Row Advisors
California
$36.7K
LF
159
Lee Financial
Texas
$31.8K
PA
160
Parallel Advisors
California
$29.8K -$67K -1,475 -71%
SPIA
161
Steward Partners Investment Advisory
New York
$29.6K +$182 +4 +0.7%
AWM
162
Avior Wealth Management
Nebraska
$24.5K
AT
163
Avalon Trust
New Mexico
$24.5K +$22.7K +500 New
DFA
164
DHJJ Financial Advisors
Illinois
$24.5K +$22.7K +500 New
AAG
165
Armstrong Advisory Group
Massachusetts
$18.4K +$136 +3 +0.8%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$16.2K
HNB
167
Huntington National Bank
Ohio
$16.2K
BC
168
Bartlett & Co
Ohio
$16K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$11.8K
GWM
170
Geneos Wealth Management
Colorado
$10.2K +$182 +4 +2%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$10K -$22.7K -500 -71%
AF
172
Allworth Financial
California
$9.79K
QC
173
Quent Capital
New York
$8.08K
LFA
174
LGT Financial Advisors
Texas
$4.89K +$4.54K +100 New
S
175
SignatureFD
Georgia
$3.67K