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Sunoco
SUN

181 hedge funds and large institutions have $783M invested in Sunoco in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $9.99M

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

2% more funds holding

Funds holding: 178 → 181 (+3)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

5% more capital invested

Capital invested by funds: $749M → $783M (+$34.4M)

0.43% more ownership

Funds ownership: 20.73% → 21.15% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
53
Reduced
49
Closed
23
Calls
$18.5M
Puts
$9.99M
Net Calls
+$8.47M
Net Calls Change
+$3.63M

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$65.3M
2
Goldman Sachs
Goldman Sachs
New York
+$44M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.46M
4
VFA
Valeo Financial Advisors
Indiana
+$4.49M
5
Bank of America
Bank of America
North Carolina
+$3.62M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$84.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$5.5M
3
ACM
Advisors Capital Management
New Jersey
-$4.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.69M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$979 +$163K +3,617 +19%
KFS
177
Kelly Financial Services
Massachusetts
$569 – – –
HCP
178
Hexagon Capital Partners
Arkansas
$395 – – –
BlackRock
179
BlackRock
New York
$195 +$180 +4 New
PPWM
180
PFG Private Wealth Management
Florida
$132 – – –
Fidelity Investments
181
Fidelity Investments
Massachusetts
$88 +$90 +2 New
ACM
182
Advisors Capital Management
New Jersey
– -$4.3M -99,810 Closed
EAM
183
Empirical Asset Management
Massachusetts
– -$1.68K -38,980 Closed
JF
184
Jump Financial
Illinois
– -$1.57M -36,375 Closed
VF
185
Virtu Financial
New York
– -$818K -18,980 Closed
WIM
186
WealthPlan Investment Management
Nebraska
– -$482K -10,276 Closed
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
– -$341K -7,918 Closed
BCA
188
Bay Colony Advisors
Massachusetts
– -$327K -7,595 Closed
TC
189
TownSquare Capital
Utah
– -$309K -7,159 Closed
Victory Capital Management
190
Victory Capital Management
Texas
– -$262K -6,084 Closed
GIA
191
Gladstone Institutional Advisory
Florida
– -$235K -5,450 Closed
Verition Fund Management
192
Verition Fund Management
Connecticut
– -$216K -5,000 Closed
GCP
193
GSA Capital Partners
United Kingdom
– -$214K -4,956 Closed
Lido Advisors
194
Lido Advisors
California
– -$211K -4,892 Closed
PCIA
195
Prime Capital Investment Advisors
Kansas
– -$206K -4,790 Closed
SBIA
196
Sheaff Brock Investment Advisors
Indiana
– -$201K -4,665 Closed
MWM
197
MinichMacGregor Wealth Management
New York
– -$77.4K -1,796 Closed
HNWAG
198
High Net Worth Advisory Group
Florida
– -$43.1K -1,000 Closed
OIA
199
Optimum Investment Advisors
Illinois
– -$43.1K -1,000 Closed
RBC
200
Romano Brothers & Co
Illinois
– -$21.6K -500 Closed
5 6 7
8
9

SUN Hedge Fund Activity: Q1 2023 in Review

181 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2023, worth a combined $783M — up 4.6% from $749M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SUN positions and 23 closed out — a net gain of 5 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $65.3M. The largest seller was Invesco, cutting an estimated $84.4M.

  • 181 institutional investors held Sunoco (SUN) as of Q1 2023, up from 178 in Q4 2022.
  • Funds reported $783M of Sunoco stock for Q1 2023, up 4.6% quarter-over-quarter.
  • 28 funds opened new Sunoco positions in Q1 2023 and 23 closed out, a net change of +5 holders.
  • The largest Sunoco buyer in Q1 2023 was Blackstone Inc, an estimated $65.3M added.
  • The largest Sunoco seller in Q1 2023 was Invesco, an estimated $84.4M sold.

Based on aggregated 13F filings for Q1 2023.