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Sunoco
SUN

Overview Fund Activity

267 hedge funds and large institutions have $3.11B invested in Sunoco in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
28
Increased
81
Reduced
77
Closed
29
Calls
$11.1M
Puts
$37.1M
Net Calls
-$26M
Net Calls Change
+$715K

Top Buyers

1
AA
ALPS Advisors
Colorado
$1.06B
2
EIP
Energy Income Partners
Connecticut
$90.8M
3
IG
ING Group
Netherlands
$26.4M
4
Morgan Stanley
Morgan Stanley
New York
$88.1M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$12.1M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$572K
2
HF
HRT Financial
New York
$2.19M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
4
Goldman Sachs
Goldman Sachs
New York
$346M
5
Citigroup
Citigroup
New York
$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMKC
151
L.M. Kohn & Company
Ohio
$329K +$10.3K +200 +3%
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$316K -$4.63K -90 -1%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$315K – – –
HAG
154
HighPoint Advisor Group
Illinois
$311K -$2.81K -50 -0.9%
CMF
155
Counterpoint Mutual Funds
California
$306K +$73.3K +1,425 +32%
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$302K -$70.4K -1,369 -19%
BCM
157
Basso Capital Management
Connecticut
$292K – – –
MCM
158
MAI Capital Management
Ohio
$279K +$2.68K +52 +1%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$2.26K +44 +0.8%
CIC
160
Carnegie Investment Counsel
Ohio
$268K -$29.5K -574 -10%
Truist Financial
161
Truist Financial
North Carolina
$262K -$12.1K -235 -4%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$256K +$30.5K +592 +13%
AWS
163
Atria Wealth Solutions
New York
$256K +$256K +4,977 New
AAS
164
Ameritas Advisory Services
Nebraska
$254K +$14.5K +282 +6%
GWAG
165
Garrett Wealth Advisory Group
Texas
$254K – – –
BIM
166
Bridges Investment Management
Nebraska
$253K – – –
MA
167
Mutual Advisors
Nebraska
$253K – – –
WIC
168
Willis Investment Counsel
Georgia
$251K – – –
CA
169
Crumly & Associates
Illinois
$242K -$51 -1 -0%
VF
170
Virtu Financial
New York
$239K +$239K +4,648 New
CFG
171
Citizens Financial Group
Rhode Island
$239K +$3.86K +75 +2%
1WM
172
1900 Wealth Management
Texas
$238K -$47K -914 -16%
DADC
173
D.A. Davidson & Co
Montana
$233K -$30.1K -586 -11%
OAM
174
Oppenheimer Asset Management
New York
$233K -$2.62K -51 -1%
CWA
175
Centennial Wealth Advisory
Michigan
$233K +$3.81K +74 +2%
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