209 hedge funds and large institutions have $1.5B invested in Sunoco in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+23
Holders Change %
+12.37%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
44
Increased
55
Reduced
57
Closed
20
Calls
$40.5M
Puts
$15.8M
Net Calls
+$24.7M
Net Calls Change
-$8.17M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
176
Avalon Trust
New Mexico
$30K
BWM
177
Baystate Wealth Management
Massachusetts
$30K +$30K +500 New
IGWM
178
ICA Group Wealth Management
Colorado
$30K +$30K +500 New
PS
179
Principal Securities
Iowa
$26.9K +$26.9K +448 New
HT
180
Headlands Technologies
Illinois
$24.1K +$24.1K +402 New
AAG
181
Armstrong Advisory Group
Massachusetts
$22.7K +$180 +3 +0.8%
BC
182
Bartlett & Co
Ohio
$21K
BCWM
183
Bartlett & Co Wealth Management
Ohio
$20.6K
HNB
184
Huntington National Bank
Ohio
$19.8K
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$19.6K -$50.5K -842 -72%
SPIA
186
Steward Partners Investment Advisory
New York
$18K -$18.2K -304 -50%
NMM
187
Naples Money Management
Florida
$16.8K +$16.8K +280 New
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$14.2K
GWM
189
Geneos Wealth Management
Colorado
$12.7K +$180 +3 +1%
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K -$83K -1,385 -87%
GFPC
191
Global Financial Private Client
Florida
$12K +$12K +200 New
QC
192
Quent Capital
New York
$9.89K
PA
193
Pineridge Advisors
Missouri
$9.44K +$9.44K +157 New
RIM
194
Rockbridge Investment Management
New York
$9.23K +$9.23K +154 New
GEA
195
Glen Eagle Advisors
New Jersey
$8.57K +$5.57K +93 +186%
S
196
Sachetta
Massachusetts
$8.09K +$8.09K +135 New
LFA
197
LGT Financial Advisors
Texas
$6.09K +$119 +2 +2%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$6K -$5.71K -98 -49%
SHIM
199
Stone House Investment Management
Pennsylvania
$5.69K +$2.7K +45 +90%
CFO
200
CVA Family Office
Colorado
$4.73K +$4.73K +79 New