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107 hedge funds and large institutions have $628M invested in Sunoco in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

4.57% less ownership

Funds ownership: 30.94%26.37% (-4.6%)

10% less funds holding

Funds holding: 119107 (-12)

21% less capital invested

Capital invested by funds: $795M → $628M (-$167M)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

70% less call options, than puts

Call options by funds: $11M | Put options by funds: $36.9M

Holders
107
Holders Change
-12
Holders Change %
-10.08%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
43
Reduced
32
Closed
24
Calls
$11M
Puts
$36.9M
Net Calls
-$26M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$324M +$3.42M +129,040 +1%
Bank of America
2
Bank of America
North Carolina
$44.8M +$22.2M +836,902 +82%
Goldman Sachs
3
Goldman Sachs
New York
$32M -$13.4M -507,131 -28%
Citigroup
4
Citigroup
New York
$30.5M -$56.1M -2,118,187 -63%
Morgan Stanley
5
Morgan Stanley
New York
$24.4M -$31.2M -1,178,245 -54%
HFA
6
Harvest Fund Advisors
Pennsylvania
$21.9M +$14.7M +553,882 +158%
DPIM
7
Duff & Phelps Investment Management
Illinois
$18.3M +$663K +25,000 +3%
ClearBridge Investments
8
ClearBridge Investments
New York
$15.6M
UBS Group
9
UBS Group
Switzerland
$12.4M -$3.51M -132,301 -20%
JP Morgan Chase
10
JP Morgan Chase
New York
$11.2M +$10.3M +388,951 +535%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$10.4M -$1.08M -40,870 -9%
AAA
12
Adams Asset Advisors
Texas
$7M +$174K +6,579 +2%
SOAMC
13
Spirit of America Management Corp
New York
$5.17M -$123K -4,650 -2%
VanEck Associates
14
VanEck Associates
New York
$4.24M +$1.67M +62,846 +56%
COPPSERS
15
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.2M +$1.19M +45,039 +35%
EM
16
ELCO Management
New York
$3.78M +$35.6K +1,345 +0.9%
SCM
17
Samson Capital Management
Kansas
$3.43M -$510K -19,243 -12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.41M -$2.62M -98,817 -41%
Wells Fargo
19
Wells Fargo
California
$2.73M +$1.21M +45,785 +68%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.62M +$83.7K +3,157 +3%
BCFA
21
BP Capital Fund Advisors
Texas
$2.59M -$8.2M -309,236 -74%
PCM
22
Pentwater Capital Management
Florida
$2.54M
Stifel Financial
23
Stifel Financial
Missouri
$2.44M -$46.4K -1,750 -2%
ACM
24
Advisors Capital Management
New Jersey
$2.41M +$188K +7,075 +8%
Barclays
25
Barclays
United Kingdom
$2.35M +$1.58M +59,482 +158%