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Sunoco
SUN

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

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

29% more funds holding

Funds holding: 211 → 273 (+62)

18.44% more ownership

Funds ownership: 24.79% → 43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
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
+$498M
2
Invesco
Invesco
Georgia
+$438M
3
Goldman Sachs
Goldman Sachs
New York
+$246M
4
TCA
Tortoise Capital Advisors
Kansas
+$73.4M
5
JP Morgan Chase
JP Morgan Chase
New York
+$71.5M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$12.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.71M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.46M
4
SPS
Susquehanna Portfolio Strategies
Pennsylvania
-$1.12M
5
HF
HRT Financial
New York
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
176
Arkadios Wealth Advisors
Georgia
$251K +$15.3K +281 +7%
Northern Trust
177
Northern Trust
Illinois
$249K +$47.1K +864 +24%
LCM
178
Liberty Capital Management
Michigan
$248K +$239K +4,384 New
VIA
179
Virtus Investment Advisers
Connecticut
$248K – – –
CWA
180
Centennial Wealth Advisory
Michigan
$247K +$5.56K +102 +2%
SW
181
SVB Wealth
Massachusetts
$239K +$5.94K +109 +3%
AAS
182
Ameritas Advisory Services
Nebraska
$236K +$227K +4,167 New
TRCT
183
Tower Research Capital (TRC)
New York
$235K +$193K +3,546 +574%
DC
184
Davenport & Co
Virginia
$229K -$27.3K -500 -11%
QPWM
185
Quadrant Private Wealth Management
Pennsylvania
$228K – – –
SBIA
186
Sheaff Brock Investment Advisors
Indiana
$226K +$218K +3,997 New
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$221K +$30.8K +564 +17%
GS
188
GTS Securities
New York
$216K +$209K +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 +$1.64K +30 +0.8%
WAAG
193
Wealth Alliance Advisory Group
Kansas
$207K +$199K +3,654 New
WIA
194
World Investment Advisors
California
$204K +$196K +3,600 New
NFSG
195
Newbridge Financial Services Group
Florida
$192K -$7.91K -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 +$122K +2,240 New
FMTCOCP
199
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K – – –
IWA
200
Icon Wealth Advisors
Texas
$113K +$112K +2,049 New
6 7
8
9 10

SUN Hedge Fund Activity: Q2 2024 in Review

273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2024, worth a combined $3.3B — up 161% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SUN positions and 18 closed out — a net gain of 67 holders — while 110 added to existing stakes and 34 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $498M. The largest seller was Jennison Associates, exiting entirely with an estimated $12.2M sold.

  • 273 institutional investors held Sunoco (SUN) as of Q2 2024, up from 211 in Q1 2024.
  • Funds reported $3.3B of Sunoco stock for Q2 2024, up 161% quarter-over-quarter.
  • 85 funds opened new Sunoco positions in Q2 2024 and 18 closed out, a net change of +67 holders.
  • The largest Sunoco buyer in Q2 2024 was ALPS Advisors, an estimated $498M added.
  • The largest Sunoco seller in Q2 2024 was Jennison Associates, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.