We are live on ! Find out more

274 hedge funds and large institutions have $3.1B invested in Sunoco in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 273274 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 43.22%42.94% (-0.29%)

6% less capital invested

Capital invested by funds: $3.3B → $3.1B (-$192M)

61% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $44M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
84
Reduced
67
Closed
29
Calls
$17.3M
Puts
$44M
Net Calls
-$26.7M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$328K
MML Investors Services
152
MML Investors Services
Massachusetts
$327K +$29.3K +541 +10%
AI
153
Atria Investments
North Carolina
$325K -$11.7K -215 -3%
SWM
154
Sendero Wealth Management
Texas
$322K
AP
155
Americana Partners
Texas
$313K
CIC
156
Carnegie Investment Counsel
Ohio
$310K +$23.1K +425 +8%
M
157
MOTCO
Texas
$309K
BCM
158
Basso Capital Management
Connecticut
$305K +$43.4K +800 +16%
HAG
159
HighPoint Advisor Group
Illinois
$300K -$43.4K -800 -13%
1WM
160
1900 Wealth Management
Texas
$297K +$301K +5,540 New
JIP
161
Jaffetilchin Investment Partners
Florida
$290K -$57.7K -1,064 -16%
MCM
162
MAI Capital Management
Ohio
$289K +$40.9K +754 +16%
Truist Financial
163
Truist Financial
North Carolina
$286K -$27.4K -505 -9%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$284K -$29.6K -545 -9%
CAI
165
Capital Advisors Inc
Oklahoma
$277K
DADC
166
D.A. Davidson & Co
Montana
$275K -$139K -2,555 -33%
TFA
167
Teamwork Financial Advisors
Texas
$270K +$273K +5,027 New
Fisher Asset Management
168
Fisher Asset Management
Washington
$268K +$271K +4,987 New
GWAG
169
Garrett Wealth Advisory Group
Texas
$265K +$268K +4,933 New
BIM
170
Bridges Investment Management
Nebraska
$264K
WIC
171
Willis Investment Counsel
Georgia
$262K
WCM
172
Whitener Capital Management
North Carolina
$256K
RJT
173
Raymond James Trust
Florida
$253K
CA
174
Crumly & Associates
Illinois
$253K -$13.1K -241 -5%
AAS
175
Ameritas Advisory Services
Nebraska
$250K +$26.6K +491 +12%

SUN Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2024, worth a combined $3.1B — down 5.8% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 29 closed out — a net gain of 3 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $87.8M.

  • 274 institutional investors held Sunoco (SUN) as of Q3 2024, up from 273 in Q2 2024.
  • Funds reported $3.1B of Sunoco stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest Sunoco buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest Sunoco seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2024.