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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.

New
Increased
Maintained
Reduced
Closed

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: 3941 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 57.08%56.48% (-0.6%)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
14
Reduced
12
Closed
3
Calls
$271K
Puts
Net Calls
+$271K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$49.2M -$8.51M -264,150 -15%
ClearBridge Investments
2
ClearBridge Investments
New York
$32.3M -$61.5K -1,910 -0.2%
Goldman Sachs
3
Goldman Sachs
New York
$24.1M -$1.65M -51,220 -7%
MCP
4
Moab Capital Partners
New York
$13.8M -$356K -11,052 -3%
KCM
5
Kornitzer Capital Management
Kansas
$12M
OMC
6
Overbrook Management Corp
New York
$11.8M +$3.35M +103,994 +41%
CS
7
Credit Suisse
Switzerland
$9.61M +$3.8M +117,903 +68%
TCM
8
Trafelet Capital Management
New York
$8.4M
Brown Advisory
9
Brown Advisory
Maryland
$5.46M +$354K +10,992 +7%
1IC
10
1919 Investment Counsel
Maryland
$5.3M
HHAM
11
HITE Hedge Asset Management
Massachusetts
$3.67M -$249K -7,727 -7%
Morgan Stanley
12
Morgan Stanley
New York
$3.59M -$1.47M -45,734 -30%
FHC
13
Forest Hill Capital
Arkansas
$3.35M
GA
14
Geneva Advisors
Illinois
$3.01M +$2.93M +91,025 New
NC
15
NBW Capital
Massachusetts
$2.55M -$145K -4,500 -6%
HFA
16
Harvest Fund Advisors
Pennsylvania
$2.46M -$451 -14 -0%
FIM
17
Friedberg Investment Management
Texas
$2.19M +$453K +14,050 +27%
HOAM
18
Halcyon Offshore Asset Management
New York
$1.99M +$485K +15,050 +33%
HK
19
Horizon Kinetics
New York
$1.92M +$172K +5,342 +10%
CAM
20
Cypress Asset Management
Texas
$1.38M -$32K -992 -2%
Bank of America
21
Bank of America
North Carolina
$1.1M +$783K +24,306 +274%
BAM
22
Burnham Asset Management
New York
$1M +$975K +30,260 New
AAA
23
Adams Asset Advisors
Texas
$948K +$53.7K +1,667 +6%
COPPSERS
24
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$908K
Wells Fargo
25
Wells Fargo
California
$739K -$174K -5,393 -19%