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103 hedge funds and large institutions have $1.09B invested in Sunoco in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $6.99M

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 106103 (-3)

26.68% less ownership

Funds ownership: 64.57%37.9% (-27%)

40% less capital invested

Capital invested by funds: $1.8B → $1.09B (-$714M)

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
23
Increased
39
Reduced
26
Closed
25
Calls
$11.9M
Puts
$6.99M
Net Calls
+$4.91M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$222M -$1.67M -52,314 -0.8%
O
2
OppenheimerFunds
New York
$129M +$22.7M +710,783 +22%
KACA
3
Kayne Anderson Capital Advisors
California
$99.8M
Morgan Stanley
4
Morgan Stanley
New York
$97.9M -$1.6M -50,209 -2%
AR
5
Advisory Research
Illinois
$53.6M -$13.4M -420,671 -19%
Bank of America
6
Bank of America
North Carolina
$46.7M +$10.5M +328,540 +30%
Deutsche Bank
7
Deutsche Bank
Germany
$34.8M -$3.1M -97,216 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$34.6M +$26M +814,926 +357%
UBS Group
9
UBS Group
Switzerland
$28.3M -$2.76M -86,399 -9%
TAM
10
TPH Asset Management
Texas
$27.8M +$5.06M +158,563 +23%
Goldman Sachs
11
Goldman Sachs
New York
$27.7M -$23.7M -743,384 -47%
Allianz Asset Management
12
Allianz Asset Management
Germany
$25.2M -$26.7M -837,323 -52%
CS
13
Credit Suisse
Switzerland
$21.2M -$9.62M -301,453 -32%
Ameriprise
14
Ameriprise
Minnesota
$18.9M +$2.48M +77,799 +16%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$17.1M +$3.56M +111,500 +28%
JP Morgan Chase
16
JP Morgan Chase
New York
$16.5M +$1.5M +47,023 +10%
DC
17
Davenport & Co
Virginia
$16.2M +$55.8K +1,750 +0.4%
ClearBridge Investments
18
ClearBridge Investments
New York
$15.2M +$9.05M +283,680 +162%
WC
19
Wexford Capital
Florida
$14.8M +$1.65M +51,822 +13%
ZP
20
Zimmer Partners
New York
$12.1M
GA
21
Geneva Advisors
Illinois
$11.8M -$8.12M -254,418 -42%
NMIMC
22
Northwestern Mutual Investment Management Company
Wisconsin
$10.9M -$3.84M -120,400 -27%
DPIM
23
Duff & Phelps Investment Management
Illinois
$6.46M +$1.44M +45,000 +30%
SOAMC
24
Spirit of America Management Corp
New York
$6.43M +$2.05M +64,189 +49%
SCM
25
Samson Capital Management
Kansas
$5.68M -$224K -7,010 -4%