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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.

New
Increased
Maintained
Reduced
Closed

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: 5157 (+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: 11 (0)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
17
Reduced
13
Closed
9
Calls
$4.71M
Puts
$2.16M
Net Calls
+$2.56M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$51.8M -$2.38M -45,110 -5%
O
2
OppenheimerFunds
New York
$43.1M +$4.34M +82,155 +12%
Goldman Sachs
3
Goldman Sachs
New York
$42.5M -$6.81M -129,059 -14%
AR
4
Advisory Research
Illinois
$32M +$23.6M +446,926 +333%
Morgan Stanley
5
Morgan Stanley
New York
$30.4M -$1.74M -32,873 -6%
GA
6
Geneva Advisors
Illinois
$26.1M +$19.3M +365,553 +333%
KCM
7
Kornitzer Capital Management
Kansas
$20M
OMC
8
Overbrook Management Corp
New York
$14.7M -$3.21M -60,726 -18%
U
9
UBS
Switzerland
$12.6M -$816K -15,460 -6%
1IC
10
1919 Investment Counsel
Maryland
$10.4M
TCM
11
Trafelet Capital Management
New York
$6.88M
BHMP
12
Bardin Hill Management Partners
New York
$6.69M +$1.67M +31,656 +35%
BAMCO Inc
13
BAMCO Inc
New York
$6.5M -$12M -227,288 -66%
FHC
14
Forest Hill Capital
Arkansas
$5.76M -$1.66M -31,470 -23%
NIM
15
NXG Investment Management
Texas
$5.34M +$153K +2,900 +3%
Wells Fargo
16
Wells Fargo
California
$3.22M -$739K -14,002 -19%
Comerica Bank
17
Comerica Bank
Texas
$2.8M +$2.69M +50,887 New
FIM
18
Friedberg Investment Management
Texas
$2.52M +$39.1K +740 +2%
BAM
19
Burnham Asset Management
New York
$2.34M +$227K +4,305 +11%
Bank of America
20
Bank of America
North Carolina
$2.28M -$8.25M -156,224 -79%
Deutsche Bank
21
Deutsche Bank
Germany
$2.27M +$34.2K +647 +2%
CS
22
Credit Suisse
Switzerland
$1.73M +$910K +17,235 +122%
EWP
23
Edmunds White Partners
Virginia
$1.65M +$1.58M +29,926 New
CAM
24
Cypress Asset Management
Texas
$1.61M -$44.9K -850 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.26M -$391K -7,416 -24%