Sunoco
98 hedge funds and large institutions have $730M invested in Sunoco in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 18 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
8% more funds holding
Funds holding: 91 → 98 (+7)
5.02% more ownership
Funds ownership: 63.57% → 68.6% (+5%)
5% more capital invested
Capital invested by funds: $696M → $730M (+$33.2M)
34% less call options, than puts
Call options by funds: $7.12M | Put options by funds: $10.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$30.1M |
| 3 |
O
OppenheimerFunds
New York
|
+$29.9M |
| 4 |
Goldman Sachs
New York
|
+$19.2M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$21.8M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$14.3M |
| 3 |
CCCA
Center Coast Capital Advisors
Houston,
Texas
|
-$7.26M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$4.22M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$3.3M |
SUN Hedge Fund Activity: Q3 2015 in Review
98 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2015, worth a combined $730M — up 4.8% from $696M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SUN positions and 18 closed out — a net gain of 8 holders — while 36 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $58.6M. The largest seller was Geneva Advisors, cutting an estimated $21.8M.
- 98 institutional investors held Sunoco (SUN) as of Q3 2015, up from 91 in Q2 2015.
- Funds reported $730M of Sunoco stock for Q3 2015, up 4.8% quarter-over-quarter.
- 26 funds opened new Sunoco positions in Q3 2015 and 18 closed out, a net change of +8 holders.
- The largest Sunoco buyer in Q3 2015 was Morgan Stanley, an estimated $58.6M added.
- The largest Sunoco seller in Q3 2015 was Geneva Advisors, an estimated $21.8M sold.
Based on aggregated 13F filings for Q3 2015.