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51 hedge funds and large institutions have $293M invested in Sunoco in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $218M → $293M (+$74.9M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more funds holding

Funds holding: 4951 (+2)

0.33% more ownership

Funds ownership: 56.39%56.72% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
16
Reduced
14
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$46.3M -$5.11K -120 -0%
Goldman Sachs
2
Goldman Sachs
New York
$42.4M +$9.73M +228,398 +34%
O
3
OppenheimerFunds
New York
$33M +$28.1M +659,569 +1,542%
Morgan Stanley
4
Morgan Stanley
New York
$27.5M +$19.3M +451,808 +336%
KCM
5
Kornitzer Capital Management
Kansas
$17.1M -$2.13K -50 -0%
BAMCO Inc
6
BAMCO Inc
New York
$16.2M -$48.5M -1,138,721 -77%
OMC
7
Overbrook Management Corp
New York
$15.4M -$1.38M -32,412 -9%
U
8
UBS
Switzerland
$11.5M +$9.43M +221,329 +943%
Bank of America
9
Bank of America
North Carolina
$9.28M +$1.51M +35,326 +22%
1IC
10
1919 Investment Counsel
Maryland
$8.89M +$1.26M +29,497 +18%
FHC
11
Forest Hill Capital
Arkansas
$6.39M +$1.49M +35,000 +35%
AR
12
Advisory Research
Illinois
$6.29M +$5.56M +130,395 +3,524%
HHAM
13
HITE Hedge Asset Management
Massachusetts
$5.92M -$2.24M -52,664 -29%
TCM
14
Trafelet Capital Management
New York
$5.87M +$5.33M +125,000 New
GA
15
Geneva Advisors
Illinois
$5.15M -$470K -11,030 -9%
NIM
16
NXG Investment Management
Texas
$4.42M +$4.01M +94,150 New
BHMP
17
Bardin Hill Management Partners
New York
$4.22M +$3.84M +90,000 New
Wells Fargo
18
Wells Fargo
California
$3.4M +$2.06M +48,409 +201%
FM
19
Family Management
New York
$3.12M +$2.84M +66,525 New
HK
20
Horizon Kinetics
New York
$2.4M +$9.63K +226 +0.4%
FIM
21
Friedberg Investment Management
Texas
$2.11M -$835K -19,588 -30%
Deutsche Bank
22
Deutsche Bank
Germany
$1.91M +$949K +22,264 +121%
BAM
23
Burnham Asset Management
New York
$1.79M +$274K +6,430 +20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.43M +$780K +18,298 +151%
CAM
25
Cypress Asset Management
Texas
$1.41M -$233K -5,477 -15%