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Sunoco
SUN

Overview Fund Activity

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
Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
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
$10M
Net Calls
+$8.47M
Net Calls Change
+$3.64M

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$64.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
EWA
3
EP Wealth Advisors
California
$6.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.49M
5
VFA
5
Valeo Financial Advisors
Indiana
$4.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$249M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$10.3M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.49M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$979 +$159 +3,617 +19%
KFS
177
Kelly Financial Services
Massachusetts
$569 – – –
HCP
178
Hexagon Capital Partners
Arkansas
$395 – – –
BlackRock
179
BlackRock
New York
$195 +$195 +4 New
PPWM
180
PFG Private Wealth Management
Florida
$132 – – –
Fidelity Investments
181
Fidelity Investments
Massachusetts
$88 +$88 +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
OIA
198
Optimum Investment Advisors
Illinois
– -$43.1K -1,000 Closed
HNWAG
199
High Net Worth Advisory Group
Florida
– -$43.1K -1,000 Closed
RBC
200
Romano Brothers & Co
Illinois
– -$21.6K -500 Closed
5 6 7
8
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