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117 hedge funds and large institutions have $1.04B invested in Sunoco in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

2% more funds holding

Funds holding: 115117 (+2)

3% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $16.4M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.42% less ownership

Funds ownership: 41.98%37.56% (-4.4%)

13% less capital invested

Capital invested by funds: $1.2B → $1.04B (-$159M)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
40
Reduced
33
Closed
19
Calls
$16.8M
Puts
$16.4M
Net Calls
+$470K
Net Calls Change
-$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$303M +$56.5M +1,881,325 +22%
Citigroup
2
Citigroup
New York
$145M -$15.6M -517,598 -9%
Morgan Stanley
3
Morgan Stanley
New York
$73.4M -$19.9M -660,666 -21%
Goldman Sachs
4
Goldman Sachs
New York
$59.6M -$40.7M -1,355,595 -40%
Bank of America
5
Bank of America
North Carolina
$52M +$7.86M +261,457 +17%
AR
6
Advisory Research
Illinois
$48.3M -$46K -1,530 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$33.2M +$413K +13,747 +1%
NIM
8
NXG Investment Management
Texas
$30.8M +$31.9M +1,060,000 New
TAM
9
TPH Asset Management
Texas
$24.5M -$5.5M -182,833 -18%
DPIM
10
Duff & Phelps Investment Management
Illinois
$23.6M +$15.3M +508,000 +167%
UBS Group
11
UBS Group
Switzerland
$21.3M -$7.83M -260,458 -26%
KACA
12
Kayne Anderson Capital Advisors
California
$19.9M -$22.6M -750,439 -52%
ClearBridge Investments
13
ClearBridge Investments
New York
$15.1M -$225K -7,500 -1%
MF
14
Magnetar Financial
Illinois
$13.7M -$54.3M -1,808,118 -79%
Deutsche Bank
15
Deutsche Bank
Germany
$13M -$7.71M -256,474 -36%
BCFA
16
BP Capital Fund Advisors
Texas
$11.9M +$2.34M +78,007 +24%
CS
17
Credit Suisse
Switzerland
$9.97M -$25.3K -842 -0.2%
Stifel Financial
18
Stifel Financial
Missouri
$8.71M -$31.6K -1,050 -0.3%
IG
19
ING Group
Netherlands
$7.81M +$8.05M +267,724 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$7.72M -$7.6M -253,000 -49%
ECM
21
Evergreen Capital Management
Washington
$6.93M +$342K +11,395 +5%
SOAMC
22
Spirit of America Management Corp
New York
$6.45M +$855K +28,447 +15%
GXMC
23
Global X Management Company
New York
$6.27M +$792K +26,347 +14%
EM
24
ELCO Management
New York
$5.65M +$5.98M +199,125 New
SCM
25
Samson Capital Management
Kansas
$4.8M -$46.3K -1,539 -0.9%