Sunoco
107 hedge funds and large institutions have $948M invested in Sunoco in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 16 closing their positions.
2% more capital invested
Capital invested by funds: $933M → $948M (+$14.8M)
0.02% more ownership
Funds ownership: 30.64% → 30.66% (+0.02%)
8% less call options, than puts
Call options by funds: $12.8M | Put options by funds: $13.9M
5% less funds holding
Funds holding: 113 → 107 (-6)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.6M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$8.76M |
| 5 |
JP Morgan Chase
New York
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$23.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$22.4M |
| 3 |
O
OppenheimerFunds
New York
|
-$3.89M |
| 4 |
Rafferty Asset Management
New York
|
-$3.23M |
| 5 |
AAA
Adams Asset Advisors
Dallas,
Texas
|
-$1.79M |
SUN Hedge Fund Activity: Q3 2017 in Review
107 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2017, worth a combined $948M — up 1.6% from $933M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SUN and 12 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 28 added.
The largest buyer was Goldman Sachs, adding an estimated $13M. The largest seller was Citigroup, cutting an estimated $23.2M.
- 107 institutional investors held Sunoco (SUN) as of Q3 2017, down from 113 in Q2 2017.
- Funds reported $948M of Sunoco stock for Q3 2017, up 1.6% quarter-over-quarter.
- 12 funds opened new Sunoco positions in Q3 2017 and 16 closed out, a net change of -4 holders.
- The largest Sunoco buyer in Q3 2017 was Goldman Sachs, an estimated $13M added.
- The largest Sunoco seller in Q3 2017 was Citigroup, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2017.