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211 hedge funds and large institutions have $1.26B invested in Sunoco in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $13.5M

1% more funds holding

Funds holding: 209211 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.01% less ownership

Funds ownership: 29.79%24.79% (-5%)

16% less capital invested

Capital invested by funds: $1.5B → $1.26B (-$240M)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
63
Reduced
49
Closed
31
Calls
$14.8M
Puts
$13.5M
Net Calls
+$1.31M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
151
Newbridge Financial Services Group
Florida
$214K +$215K +3,548 New
Northern Trust
152
Northern Trust
Illinois
$214K -$17.1K -283 -7%
RIS
153
Retirement Income Solutions
Michigan
$211K
BW
154
Bison Wealth
Georgia
$211K +$665 +11 +0.3%
ACI
155
Alpha Cubed Investments
California
$209K +$726 +12 +0.3%
OAM
156
Oppenheimer Asset Management
New York
$207K -$55.4K -916 -21%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$201K +$202K +3,338 New
KWM
158
Kingsview Wealth Management
Oregon
$201K +$201K +3,327 New
AIM
159
Anchor Investment Management
South Carolina
$181K -$60.5K -1,000 -25%
SIC
160
Salem Investment Counselors
North Carolina
$161K
Simplex Trading
161
Simplex Trading
Illinois
$122K +$122K +2,025 New
FMTCOCP
162
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K
EWA
163
EverSource Wealth Advisors
Alabama
$89.2K
CL
164
CSS LLC
Illinois
$84.4K +$84.7K +1,400 New
ECM
165
Estabrook Capital Management
New York
$75.4K
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K
GWSG
167
GPS Wealth Strategies Group
Colorado
$65.9K
HI
168
Harbour Investments
Wisconsin
$58.6K -$7.32K -121 -11%
RFA
169
Register Financial Advisors
Georgia
$55.1K +$55.2K +913 New
FIM
170
Fernwood Investment Management
Massachusetts
$54.3K +$54.4K +900 New
KFI
171
Key Financial Inc
Pennsylvania
$54.1K +$726 +12 +1%
SS
172
Sunbelt Securities
Texas
$53.1K
QC
173
Quent Capital
New York
$51.1K +$41.2K +682 +413%
CWM
174
Compass Wealth Management
Connecticut
$48.2K
FRA
175
Front Row Advisors
California
$45.2K