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113 hedge funds and large institutions have $933M invested in Sunoco in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

48% more capital invested

Capital invested by funds: $628M → $933M (+$304M)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

6% more funds holding

Funds holding: 107113 (+6)

4.27% more ownership

Funds ownership: 26.37%30.64% (+4.3%)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

3% less call options, than puts

Call options by funds: $19.9M | Put options by funds: $20.5M

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
31
Reduced
29
Closed
19
Calls
$19.9M
Puts
$20.5M
Net Calls
-$614K
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$419M +$8.99M +301,600 +2%
Bank of America
2
Bank of America
North Carolina
$109M +$50.9M +1,706,168 +92%
Citigroup
3
Citigroup
New York
$67.4M +$28.1M +941,540 +75%
Morgan Stanley
4
Morgan Stanley
New York
$58.8M +$27.1M +909,486 +90%
Goldman Sachs
5
Goldman Sachs
New York
$41M +$534K +17,894 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$39.1M +$24.3M +815,130 +177%
HFA
7
Harvest Fund Advisors
Pennsylvania
$32.4M +$4.57M +153,219 +17%
DPIM
8
Duff & Phelps Investment Management
Illinois
$23.2M
UBS Group
9
UBS Group
Switzerland
$17.3M +$1.48M +49,777 +10%
ClearBridge Investments
10
ClearBridge Investments
New York
$13.6M -$6M -201,150 -31%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$11M +$10.6M +356,917 +17,846%
AR
12
Advisory Research
Illinois
$9.02M +$8.79M +294,785 New
AAA
13
Adams Asset Advisors
Texas
$8.78M -$91.1K -3,054 -1%
SOAMC
14
Spirit of America Management Corp
New York
$6.54M
VanEck Associates
15
VanEck Associates
New York
$4.97M -$390K -13,067 -7%
GC
16
Guggenheim Capital
Illinois
$4.64M +$3.87M +129,770 +599%
EM
17
ELCO Management
New York
$4.38M -$405K -13,565 -9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.41M +$93.2K +3,125 +3%
ACM
19
Advisors Capital Management
New Jersey
$3.25M +$188K +6,289 +6%
Rafferty Asset Management
20
Rafferty Asset Management
New York
$3.23M +$3.15M +105,591 New
PCM
21
Pentwater Capital Management
Florida
$3.21M
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.2M -$2.07M -69,299 -40%
Barclays
23
Barclays
United Kingdom
$3.19M +$204K +6,851 +7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.11M -$9.81M -329,031 -76%
GF
25
Gabelli Funds
New York
$2.78M