Sunoco
95 hedge funds and large institutions have $765M invested in Sunoco in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 11 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
25% more funds holding
Funds holding: 76 → 95 (+19)
14% more capital invested
Capital invested by funds: $670M → $765M (+$94.9M)
3.37% more ownership
Funds ownership: 58.47% → 61.83% (+3.4%)
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
76% less call options, than puts
Call options by funds: $3.72M | Put options by funds: $15.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$29.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$25.2M |
| 3 |
JP Morgan Chase
New York
|
+$18.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15.8M |
| 5 |
CCCA
Center Coast Capital Advisors
Houston,
Texas
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$40.9M |
| 2 |
ClearBridge Investments
New York
|
-$28.8M |
| 3 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$15.7M |
| 4 |
Morgan Stanley
New York
|
-$14.7M |
| 5 |
GACM
Green Arrow Capital Management
New York
|
-$5.96M |
SUN Hedge Fund Activity: Q1 2015 in Review
95 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2015, worth a combined $765M — up 14% from $670M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SUN positions and 11 closed out — a net gain of 19 holders — while 25 added to existing stakes and 23 trimmed.
The largest buyer was Geneva Advisors, adding an estimated $29.2M. The largest seller was UBS Group, cutting an estimated $40.9M.
- 95 institutional investors held Sunoco (SUN) as of Q1 2015, up from 76 in Q4 2014.
- Funds reported $765M of Sunoco stock for Q1 2015, up 14% quarter-over-quarter.
- 30 funds opened new Sunoco positions in Q1 2015 and 11 closed out, a net change of +19 holders.
- The largest Sunoco buyer in Q1 2015 was Geneva Advisors, an estimated $29.2M added.
- The largest Sunoco seller in Q1 2015 was UBS Group, an estimated $40.9M sold.
Based on aggregated 13F filings for Q1 2015.