Sunoco
169 hedge funds and large institutions have $706M invested in Sunoco in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
70% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $8.86M
34% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 41
6% more funds holding
Funds holding: 160 → 169 (+9)
0% more capital invested
Capital invested by funds: $706M → $706M (+$114K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.11% less ownership
Funds ownership: 20.75% → 20.63% (-0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$7.62M |
| 2 |
Morgan Stanley
New York
|
+$5.26M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.52M |
| 4 |
Goldman Sachs
New York
|
+$3.42M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$23.3M |
| 2 |
N
Natixis
Paris,
France
|
-$5.49M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$1.43M |
| 4 |
ClearBridge Investments
New York
|
-$1.26M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OF
176
Outfitter Financial
Brunswick,
Maine
| – | -$14K | -350 | Closed |
|
|
RPCONE
177
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$10K | -260 | Closed |
|
|
IAG
178
Investmark Advisory Group
Shelton,
Connecticut
| – | -$4K | -100 | Closed |
|
179
Fidelity Investments
Boston,
Massachusetts
| – | -$43 | -1 | -50% |
|
|
PPWM
180
PFG Private Wealth Management
Lutz,
Florida
| – | +$128 | +3 | New |
|
|
HCP
181
Hexagon Capital Partners
Rogers,
Arkansas
| – | +$383 | +9 | New |
|
|
KFI
182
Key Financial Inc
West Chester,
Pennsylvania
| – | +$468 | +11 | New |
|
SUN Hedge Fund Activity: Q1 2022 in Review
169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2022, worth a combined $706M — up 0.02% from $706M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SUN positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 41 trimmed.
The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $7.62M. The largest seller was Invesco, cutting an estimated $23.3M.
- 169 institutional investors held Sunoco (SUN) as of Q1 2022, up from 160 in Q4 2021.
- Funds reported $706M of Sunoco stock for Q1 2022, up 0.02% quarter-over-quarter.
- 25 funds opened new Sunoco positions in Q1 2022 and 14 closed out, a net change of +11 holders.
- The largest Sunoco buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $7.62M added.
- The largest Sunoco seller in Q1 2022 was Invesco, an estimated $23.3M sold.
Based on aggregated 13F filings for Q1 2022.