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211 hedge funds and large institutions have $1.26B invested in Sunoco in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $13.5M

1% more funds holding

Funds holding: 209211 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.01% less ownership

Funds ownership: 29.79%24.79% (-5%)

16% less capital invested

Capital invested by funds: $1.5B → $1.26B (-$240M)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
63
Reduced
49
Closed
31
Calls
$14.8M
Puts
$13.5M
Net Calls
+$1.31M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$42.2K
PTC
177
Private Trust Company
Ohio
$39.2K -$12.1K -200 -24%
PA
178
Parallel Advisors
California
$37.7K +$484 +8 +1%
TRCT
179
Tower Research Capital (TRC)
New York
$37.3K -$26.2K -434 -41%
HNB
180
Huntington National Bank
Ohio
$32K +$12.1K +200 +61%
AT
181
Avalon Trust
New Mexico
$30.1K
AWM
182
Avior Wealth Management
Nebraska
$30.1K
DFA
183
DHJJ Financial Advisors
Illinois
$30.1K
IGWM
184
ICA Group Wealth Management
Colorado
$30.1K
CB
185
CNB Bank
Pennsylvania
$30.1K +$30.2K +500 New
PS
186
Principal Securities
Iowa
$27.3K +$302 +5 +1%
AAG
187
Armstrong Advisory Group
Massachusetts
$22.7K
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1K +$9.07K +150 +75%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$19.9K
NMM
190
Naples Money Management
Florida
$16.9K
Jones Financial Companies
191
Jones Financial Companies
Missouri
$14.2K +$14.2K +235 New
GWM
192
Geneos Wealth Management
Colorado
$12.9K +$181 +3 +1%
HT
193
Headlands Technologies
Illinois
$12K -$12.3K -203 -50%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$12K +$12.1K +200 New
PA
195
Pineridge Advisors
Missouri
$9.62K +$181 +3 +2%
GEA
196
Glen Eagle Advisors
New Jersey
$8.62K
S
197
Sachetta
Massachusetts
$8.09K
SPIA
198
Steward Partners Investment Advisory
New York
$7.72K -$10.4K -172 -57%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$6.03K -$13.7K -227 -69%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$6K +$60 +1 +1%