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49 hedge funds and large institutions have $218M invested in Sunoco in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

20% more funds holding

Funds holding: 4149 (+8)

6% more capital invested

Capital invested by funds: $206M → $218M (+$12.5M)

0.09% less ownership

Funds ownership: 56.48%56.39% (-0.09%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
17
Reduced
9
Closed
2
Calls
$397K
Puts
Net Calls
+$397K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$52.2M
ClearBridge Investments
2
ClearBridge Investments
New York
$34.7M +$372K +10,687 +1%
Goldman Sachs
3
Goldman Sachs
New York
$23.7M -$1.92M -55,228 -8%
CS
4
Credit Suisse
Switzerland
$13.9M +$3.67M +105,220 +36%
KCM
5
Kornitzer Capital Management
Kansas
$12.8M
OMC
6
Overbrook Management Corp
New York
$12.7M +$204K +5,857 +2%
MCP
7
Moab Capital Partners
New York
$9.91M -$4.66M -133,751 -32%
Brown Advisory
8
Brown Advisory
Maryland
$6.38M +$580K +16,655 +10%
HHAM
9
HITE Hedge Asset Management
Massachusetts
$6.28M +$2.36M +67,778 +61%
Bank of America
10
Bank of America
North Carolina
$5.71M +$4.5M +129,195 +389%
1IC
11
1919 Investment Counsel
Maryland
$5.62M
Morgan Stanley
12
Morgan Stanley
New York
$4.72M +$901K +25,864 +24%
GA
13
Geneva Advisors
Illinois
$4.25M +$1.04M +29,760 +33%
FHC
14
Forest Hill Capital
Arkansas
$3.56M
HOAM
15
Halcyon Offshore Asset Management
New York
$2.54M +$425K +12,197 +20%
FIM
16
Friedberg Investment Management
Texas
$2.27M -$55.8K -1,600 -2%
HFA
17
Harvest Fund Advisors
Pennsylvania
$1.95M -$656K -18,835 -25%
HK
18
Horizon Kinetics
New York
$1.79M -$242K -6,958 -12%
O
19
OppenheimerFunds
New York
$1.5M +$1.49M +42,783 New
CAM
20
Cypress Asset Management
Texas
$1.25M -$217K -6,213 -15%
BAM
21
Burnham Asset Management
New York
$1.12M +$54.4K +1,560 +5%
AAA
22
Adams Asset Advisors
Texas
$1.1M +$88.9K +2,552 +9%
Wells Fargo
23
Wells Fargo
California
$849K +$63.5K +1,822 +8%
U
24
UBS
Switzerland
$825K +$283K +8,121 +53%
NC
25
NBW Capital
Massachusetts
$678K -$2.01M -57,700 -75%