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274 hedge funds and large institutions have $3.1B invested in Sunoco in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0% more funds holding

Funds holding: 273274 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 43.22%42.94% (-0.29%)

6% less capital invested

Capital invested by funds: $3.3B → $3.1B (-$192M)

61% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $44M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
32
Increased
84
Reduced
67
Closed
29
Calls
$17.3M
Puts
$44M
Net Calls
-$26.7M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
176
Northern Trust
Illinois
$249K +$12.9K +237 +5%
OAM
177
Oppenheimer Asset Management
New York
$246K -$1.9K -35 -0.8%
CFG
178
Citizens Financial Group
Rhode Island
$245K +$248K +4,564 New
CMF
179
Counterpoint Mutual Funds
California
$242K +$245K +4,514 New
MA
180
Mutual Advisors
Nebraska
$241K
CWA
181
Centennial Wealth Advisory
Michigan
$239K +$3.91K +72 +2%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$236K +$26.5K +489 +13%
LCM
183
Liberty Capital Management
Michigan
$235K
VIA
184
Virtus Investment Advisers
Connecticut
$235K
CAMG
185
CWA Asset Management Group
Florida
$221K +$223K +4,111 New
QPWM
186
Quadrant Private Wealth Management
Pennsylvania
$217K
NFSG
187
Newbridge Financial Services Group
Florida
$215K +$32.9K +606 +18%
SN
188
Sittner & Nelson
Oregon
$215K +$217K +4,000 New
SBIA
189
Sheaff Brock Investment Advisors
Indiana
$215K
TWP
190
Tyche Wealth Partners
Texas
$210K +$10.8K +200 +5%
DC
191
Davenport & Co
Virginia
$207K -$10.8K -200 -5%
KCM
192
Kanawha Capital Management
Virginia
$204K
WIA
193
World Investment Advisors
California
$204K +$10.8K +200 +6%
IIA
194
IPG Investment Advisors
California
$202K
WSFS
195
Wilmington Savings Fund Society
Delaware
$165K +$167K +3,080 New
AIM
196
Anchor Investment Management
South Carolina
$161K
SIC
197
Salem Investment Counselors
North Carolina
$143K
Jones Financial Companies
198
Jones Financial Companies
Missouri
$140K +$70.5K +1,300 +98%
NA
199
NewEdge Advisors
Louisiana
$116K -$264K -4,858 -69%
RMC
200
Resources Management Corp
Connecticut
$110K -$10.8K -200 -9%

SUN Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2024, worth a combined $3.1B — down 5.8% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SUN positions and 29 closed out — a net gain of 3 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Mirae Asset Global ETFs Holdings, cutting an estimated $87.8M.

  • 274 institutional investors held Sunoco (SUN) as of Q3 2024, up from 273 in Q2 2024.
  • Funds reported $3.1B of Sunoco stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 32 funds opened new Sunoco positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest Sunoco buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest Sunoco seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2024.