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106 hedge funds and large institutions have $1.8B invested in Sunoco in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more capital invested

Capital invested by funds: $730M → $1.8B (+$1.07B)

125% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $6.63M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

8% more funds holding

Funds holding: 98106 (+8)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

4.02% less ownership

Funds ownership: 68.6%64.57% (-4%)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
30
Reduced
32
Closed
20
Calls
$14.9M
Puts
$6.63M
Net Calls
+$8.28M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$518M +$471K +13,083 New
Citigroup
2
Citigroup
New York
$268M +$232M +6,438,367 +1,965%
O
3
OppenheimerFunds
New York
$126M +$280K +7,775 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$119M +$18M +500,944 +20%
KACA
5
Kayne Anderson Capital Advisors
California
$110M +$114M +3,162,895 New
AR
6
Advisory Research
Illinois
$72.9M +$52.3M +1,450,991 +200%
Allianz Asset Management
7
Allianz Asset Management
Germany
$63.3M -$1.05M -29,023 -2%
Goldman Sachs
8
Goldman Sachs
New York
$62.5M -$49.5K -1,374 -0.1%
Deutsche Bank
9
Deutsche Bank
Germany
$45.5M +$10.3M +284,872 +33%
Bank of America
10
Bank of America
North Carolina
$42.8M -$5.26M -146,029 -12%
UBS Group
11
UBS Group
Switzerland
$37.3M +$10.4M +289,087 +44%
CS
12
Credit Suisse
Switzerland
$37.3M -$7.56M -210,027 -18%
GA
13
Geneva Advisors
Illinois
$24.2M -$3.87M -107,442 -15%
Ameriprise
14
Ameriprise
Minnesota
$19.5M +$3.54M +98,274 +25%
DC
15
Davenport & Co
Virginia
$19.2M -$3.97M -110,203 -18%
JP Morgan Chase
16
JP Morgan Chase
New York
$17.8M -$3.47M -96,250 -18%
NMIMC
17
Northwestern Mutual Investment Management Company
Wisconsin
$17.8M -$1.4M -39,000 -8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$16M +$13.8M +383,869 +1,907%
WC
19
Wexford Capital
Florida
$15.7M -$420K -11,673 -3%
ZP
20
Zimmer Partners
New York
$13.8M +$13.1M +364,912 New
Millennium Management
21
Millennium Management
New York
$12.6M +$11.5M +318,540 New
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$9.57M +$8.7M +241,500 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.05M +$5.43M +150,759 +194%
Stifel Financial
24
Stifel Financial
Missouri
$8.02M -$1.69M -47,050 -19%
SCM
25
Samson Capital Management
Kansas
$7.06M +$135K +3,744 +2%