Sunoco
39 hedge funds and large institutions have $188M invested in Sunoco in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.
172% more call options, than puts
Call options by funds: $163K | Put options by funds: $60K
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
2% more capital invested
Capital invested by funds: $184M → $188M (+$4.39M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.23% less ownership
Funds ownership: 57.29% → 57.06% (-0.23%)
3% less funds holding
Funds holding: 40 → 39 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCP
Moab Capital Partners
Southampton,
New York
|
+$2.57M |
| 2 |
ClearBridge Investments
New York
|
+$1.3M |
| 3 |
1IC
1919 Investment Counsel
Baltimore,
Maryland
|
+$899K |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$570K |
| 5 |
HOAM
Halcyon Offshore Asset Management
New York
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$2.81M |
| 2 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$1.52M |
| 3 |
Morgan Stanley
New York
|
-$942K |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$599K |
| 5 |
Goldman Sachs
New York
|
-$573K |
SUN Hedge Fund Activity: Q3 2013 in Review
39 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2013, worth a combined $188M — up 2.4% from $184M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SUN and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.
The largest buyer was Moab Capital Partners, adding an estimated $2.57M. The largest seller was Advisory Research, exiting entirely with an estimated $2.81M sold.
- 39 institutional investors held Sunoco (SUN) as of Q3 2013, down from 40 in Q2 2013.
- Funds reported $188M of Sunoco stock for Q3 2013, up 2.4% quarter-over-quarter.
- 2 funds opened new Sunoco positions in Q3 2013 and 3 closed out, a net change of -1 holder.
- The largest Sunoco buyer in Q3 2013 was Moab Capital Partners, an estimated $2.57M added.
- The largest Sunoco seller in Q3 2013 was Advisory Research, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2013.