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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
IWA
201
Icon Wealth Advisors
Texas
$110K
FMTCOCP
202
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$107K
EWA
203
EverSource Wealth Advisors
Alabama
$101K
FFA
204
Farther Finance Advisors
California
$98.4K +$99.4K +1,833 New
CFB
205
Cullen/Frost Bankers
Texas
$88.3K +$89.2K +1,645 New
Russell Investments Group
206
Russell Investments Group
United Kingdom
$81.2K +$82.1K +1,513 New
CA
207
Clearstead Advisors
Ohio
$78.7K
FRA
208
Front Row Advisors
California
$72.5K
CJ
209
Caitlin John
Michigan
$71.3K +$75.1K +1,385 New
ECM
210
Estabrook Capital Management
New York
$67.1K
HWA
211
HHM Wealth Advisors
Tennessee
$64.4K -$24.4K -450 -27%
JFGIW
212
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64.4K
IA
213
IFP Advisors
Florida
$61.8K -$7.81K -144 -11%
GWSG
214
GPS Wealth Strategies Group
Colorado
$58.7K
SS
215
Sunbelt Securities
Texas
$58K
Citadel Advisors
216
Citadel Advisors
Florida
$57.3K +$56.5K +1,041 +3,856%
SPIA
217
Steward Partners Investment Advisory
New York
$57.1K +$3.2K +59 +6%
QC
218
Quent Capital
New York
$55.3K
Bessemer Group
219
Bessemer Group
New Jersey
$52K -$9.87K -182 -16%
KFI
220
Key Financial Inc
Pennsylvania
$49.8K +$814 +15 +2%
AF
221
Allworth Financial
California
$48.5K -$4.23K -78 -8%
GRP
222
Global Retirement Partners
California
$45.4K
CWM
223
Compass Wealth Management
Connecticut
$42.9K
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$42.9K +$43.4K +800 New
PFBT
225
Parkside Financial Bank & Trust
Missouri
$42.1K

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.