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Sunoco
SUN

Overview Fund Activity

273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.97%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M

Top Buyers

1
AA
ALPS Advisors
Colorado
$1.06B
2
Invesco
Invesco
Georgia
$481M
3
Goldman Sachs
Goldman Sachs
New York
$379M
4
TCA
Tortoise Capital Advisors
Kansas
$76.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$98.2M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.76M
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
SPS
Susquehanna Portfolio Strategies
Pennsylvania
$1.86M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Arkadios Wealth Advisors
Georgia
$251K +$15.9K +281 +7%
Northern Trust
177
Northern Trust
Illinois
$249K +$48.9K +864 +24%
LCM
178
Liberty Capital Management
Michigan
$248K +$248K +4,384 New
VIA
179
Virtus Investment Advisers
Connecticut
$248K – – –
CWA
180
Centennial Wealth Advisory
Michigan
$247K +$5.77K +102 +2%
SW
181
SVB Wealth
Massachusetts
$239K +$6.16K +109 +3%
AAS
182
Ameritas Advisory Services
Nebraska
$236K +$236K +4,167 New
TRCT
183
Tower Research Capital (TRC)
New York
$235K +$200K +3,546 +574%
DC
184
Davenport & Co
Virginia
$229K -$28.3K -500 -11%
QPWM
185
Quadrant Private Wealth Management
Pennsylvania
$228K – – –
SBIA
186
Sheaff Brock Investment Advisors
Indiana
$226K +$226K +3,997 New
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$221K +$31.9K +564 +17%
GS
188
GTS Securities
New York
$216K +$216K +3,829 New
KCM
189
Kanawha Capital Management
Virginia
$215K – – –
IIA
190
IPG Investment Advisors
California
$213K – – –
BW
191
Bison Wealth
Georgia
$211K – – –
TWP
192
Tyche Wealth Partners
Texas
$209K +$1.7K +30 +0.8%
WAAG
193
Wealth Alliance Advisory Group
Kansas
$207K +$207K +3,654 New
WIA
194
World Investment Advisors
California
$204K +$204K +3,600 New
NFSG
195
Newbridge Financial Services Group
Florida
$192K -$8.2K -145 -4%
AIM
196
Anchor Investment Management
South Carolina
$170K – – –
SIC
197
Salem Investment Counselors
North Carolina
$151K – – –
RMC
198
Resources Management Corp
Connecticut
$127K +$127K +2,240 New
FMTCOCP
199
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K – – –
IWA
200
Icon Wealth Advisors
Texas
$113K +$113K +2,049 New
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8
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