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Sunoco
SUN

273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

29% more funds holding

Funds holding: 211 → 273 (+62)

18.44% more ownership

Funds ownership: 24.79% → 43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M

Top Buyers

1
AA
ALPS Advisors
Colorado
+$498M
2
Invesco
Invesco
Georgia
+$438M
3
Goldman Sachs
Goldman Sachs
New York
+$246M
4
TCA
Tortoise Capital Advisors
Kansas
+$73.4M
5
JP Morgan Chase
JP Morgan Chase
New York
+$71.5M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$12.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.71M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.46M
4
SPS
Susquehanna Portfolio Strategies
Pennsylvania
-$1.12M
5
HF
HRT Financial
New York
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
151
HighPoint Advisor Group
Illinois
$352K +$109K +2,000 +46%
LMKC
152
L.M. Kohn & Company
Ohio
$351K -$5.45K -100 -2%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$346K +$333K +6,116 New
Sumitomo Mitsui Trust Group
154
Sumitomo Mitsui Trust Group
Japan
$339K -$600K -11,000 -65%
SWM
155
Sendero Wealth Management
Texas
$339K +$327K +5,994 New
AP
156
Americana Partners
Texas
$330K – – –
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$330K -$5.34K -98 -2%
Truist Financial
158
Truist Financial
North Carolina
$330K -$86.2K -1,580 -21%
M
159
MOTCO
Texas
$326K +$314K +5,760 New
EWM
160
Empirical Wealth Management
Washington
$325K +$314K +5,756 New
MML Investors Services
161
MML Investors Services
Massachusetts
$314K -$337K -6,174 -53%
CIC
162
Carnegie Investment Counsel
Ohio
$303K +$38.4K +704 +15%
GC
163
Guggenheim Capital
Illinois
$298K +$287K +5,272 New
CAI
164
Capital Advisors Inc
Oklahoma
$292K +$281K +5,159 New
KTA
165
Keeley-Teton Advisors
Illinois
$283K – – –
AIA
166
Arrow Investment Advisors
Maryland
$283K +$273K +4,998 New
CA
167
Crumly & Associates
Illinois
$280K +$270K +4,953 New
BIM
168
Bridges Investment Management
Nebraska
$279K +$269K +4,927 New
WIC
169
Willis Investment Counsel
Georgia
$276K – – –
BCM
170
Basso Capital Management
Connecticut
$276K +$266K +4,880 New
WCM
171
Whitener Capital Management
North Carolina
$269K +$260K +4,760 New
RJT
172
Raymond James Trust
Florida
$267K +$50.8K +932 +25%
MCM
173
MAI Capital Management
Ohio
$261K -$8.67K -159 -3%
OAM
174
Oppenheimer Asset Management
New York
$261K +$64.1K +1,176 +34%
MA
175
Mutual Advisors
Nebraska
$252K +$13.6K +249 +6%
5 6
7
8 9

SUN Hedge Fund Activity: Q2 2024 in Review

273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2024, worth a combined $3.3B — up 161% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SUN positions and 18 closed out — a net gain of 67 holders — while 110 added to existing stakes and 34 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $498M. The largest seller was Jennison Associates, exiting entirely with an estimated $12.2M sold.

  • 273 institutional investors held Sunoco (SUN) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $3.3B of Sunoco stock for Q2 2024, up 161% quarter-over-quarter.
  • 85 funds opened new Sunoco positions in Q2 2024 and 18 closed out, a net change of +67 holders.
  • The largest Sunoco buyer in Q2 2024 was ALPS Advisors, an estimated $498M added.
  • The largest Sunoco seller in Q2 2024 was Jennison Associates, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.