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115 hedge funds and large institutions have $1.2B invested in Sunoco in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $11.1M

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

12% more funds holding

Funds holding: 103115 (+12)

10% more capital invested

Capital invested by funds: $1.09B → $1.2B (+$111M)

4.08% more ownership

Funds ownership: 37.9%41.98% (+4.1%)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
34
Reduced
31
Closed
17
Calls
$19.5M
Puts
$11.1M
Net Calls
+$8.39M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$256M +$153M +4,672,079 +120%
Citigroup
2
Citigroup
New York
$165M -$39.7M -1,213,560 -18%
Goldman Sachs
3
Goldman Sachs
New York
$102M +$84.3M +2,576,301 +308%
Morgan Stanley
4
Morgan Stanley
New York
$95.5M +$7.71M +235,670 +8%
MF
5
Magnetar Financial
Illinois
$68.2M +$74.6M +2,278,711 New
AR
6
Advisory Research
Illinois
$49.9M -$2.89M -88,334 -5%
Bank of America
7
Bank of America
North Carolina
$45.8M +$3.96M +120,897 +9%
KACA
8
Kayne Anderson Capital Advisors
California
$43M -$56.5M -1,726,948 -55%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$33.8M +$2.82M +86,207 +8%
TAM
10
TPH Asset Management
Texas
$30.8M +$5.56M +169,930 +20%
UBS Group
11
UBS Group
Switzerland
$29.8M +$4.58M +139,909 +16%
Allianz Asset Management
12
Allianz Asset Management
Germany
$22.8M -$32.7K -1,000 -0.1%
Deutsche Bank
13
Deutsche Bank
Germany
$21.1M -$11.3M -345,945 -33%
Ameriprise
14
Ameriprise
Minnesota
$16.3M -$878K -26,832 -5%
ClearBridge Investments
15
ClearBridge Investments
New York
$15.8M +$2.26M +68,950 +15%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$15.5M +$115K +3,500 +0.7%
DC
17
Davenport & Co
Virginia
$13.5M -$1.16M -35,380 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$12.9M -$2.22M -67,985 -14%
CS
19
Credit Suisse
Switzerland
$10.3M -$9.67M -295,427 -46%
BCFA
20
BP Capital Fund Advisors
Texas
$9.91M +$6.94M +211,923 +178%
GA
21
Geneva Advisors
Illinois
$9.48M -$1.32M -40,321 -11%
DPIM
22
Duff & Phelps Investment Management
Illinois
$9.13M +$3.6M +110,000 +56%
Stifel Financial
23
Stifel Financial
Missouri
$9.02M +$9.86M +301,147 New
ECM
24
Evergreen Capital Management
Washington
$6.82M +$7.45M +227,675 New
WC
25
Wexford Capital
Florida
$6.52M -$7.52M -229,878 -51%