Sunoco
41 hedge funds and large institutions have $206M invested in Sunoco in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
10% more capital invested
Capital invested by funds: $188M → $206M (+$18M)
5% more funds holding
Funds holding: 39 → 41 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.58% less ownership
Funds ownership: 57.06% → 56.48% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.8M |
| 2 |
OMC
Overbrook Management Corp
New York
|
+$3.35M |
| 3 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$2.93M |
| 4 |
BAM
Burnham Asset Management
New York
|
+$975K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$783K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$8.51M |
| 2 |
PR
Payden & Rygel
Los Angeles,
California
|
-$2.07M |
| 3 |
Goldman Sachs
New York
|
-$1.65M |
| 4 |
Morgan Stanley
New York
|
-$1.47M |
| 5 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$356K |
SUN Hedge Fund Activity: Q4 2013 in Review
41 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2013, worth a combined $206M — up 9.6% from $188M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SUN positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Credit Suisse, adding an estimated $3.8M. The largest seller was BAMCO Inc, cutting an estimated $8.51M.
- 41 institutional investors held Sunoco (SUN) as of Q4 2013, up from 39 in Q3 2013.
- Funds reported $206M of Sunoco stock for Q4 2013, up 9.6% quarter-over-quarter.
- 5 funds opened new Sunoco positions in Q4 2013 and 3 closed out, a net change of +2 holders.
- The largest Sunoco buyer in Q4 2013 was Credit Suisse, an estimated $3.8M added.
- The largest Sunoco seller in Q4 2013 was BAMCO Inc, an estimated $8.51M sold.
Based on aggregated 13F filings for Q4 2013.