Sunoco
57 hedge funds and large institutions have $349M invested in Sunoco in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 9 closing their positions.
119% more call options, than puts
Call options by funds: $4.71M | Put options by funds: $2.16M
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
19% more capital invested
Capital invested by funds: $293M → $349M (+$56M)
12% more funds holding
Funds holding: 51 → 57 (+6)
0.91% more ownership
Funds ownership: 56.72% → 57.63% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$23.6M |
| 2 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$19.3M |
| 3 |
O
OppenheimerFunds
New York
|
+$4.34M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$2.69M |
| 5 |
BHMP
Bardin Hill Management Partners
New York
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.25M |
| 3 |
Goldman Sachs
New York
|
-$6.81M |
| 4 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$5.69M |
| 5 |
OMC
Overbrook Management Corp
New York
|
-$3.21M |
SUN Hedge Fund Activity: Q3 2014 in Review
57 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2014, worth a combined $349M — up 19% from $293M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SUN positions and 9 closed out — a net gain of 6 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Advisory Research, adding an estimated $23.6M. The largest seller was BAMCO Inc, cutting an estimated $12M.
- 57 institutional investors held Sunoco (SUN) as of Q3 2014, up from 51 in Q2 2014.
- Funds reported $349M of Sunoco stock for Q3 2014, up 19% quarter-over-quarter.
- 15 funds opened new Sunoco positions in Q3 2014 and 9 closed out, a net change of +6 holders.
- The largest Sunoco buyer in Q3 2014 was Advisory Research, an estimated $23.6M added.
- The largest Sunoco seller in Q3 2014 was BAMCO Inc, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2014.