Sunoco
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.
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: 49 → 51 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$28.1M |
| 2 |
Morgan Stanley
New York
|
+$19.3M |
| 3 |
Goldman Sachs
New York
|
+$9.73M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$9.43M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$5.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$48.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$16.2M |
| 3 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$9.91M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$6.38M |
| 5 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$2.24M |
SUN Hedge Fund Activity: Q2 2014 in Review
51 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q2 2014, worth a combined $293M — up 34% from $218M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SUN positions and 13 closed out — a net gain of 2 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $28.1M. The largest seller was BAMCO Inc, cutting an estimated $48.5M.
- 51 institutional investors held Sunoco (SUN) as of Q2 2014, up from 49 in Q1 2014.
- Funds reported $293M of Sunoco stock for Q2 2014, up 34% quarter-over-quarter.
- 15 funds opened new Sunoco positions in Q2 2014 and 13 closed out, a net change of +2 holders.
- The largest Sunoco buyer in Q2 2014 was OppenheimerFunds, an estimated $28.1M added.
- The largest Sunoco seller in Q2 2014 was BAMCO Inc, an estimated $48.5M sold.
Based on aggregated 13F filings for Q2 2014.