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119 hedge funds and large institutions have $843M invested in Sunoco in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

11% more funds holding

Funds holding: 107119 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.81% less ownership

Funds ownership: 30.66%29.85% (-0.81%)

11% less capital invested

Capital invested by funds: $947M → $843M (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

37% less call options, than puts

Call options by funds: $4.4M | Put options by funds: $7.04M

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
27
Reduced
31
Closed
21
Calls
$4.4M
Puts
$7.04M
Net Calls
-$2.63M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$381M -$4.94M -164,005 -1%
Goldman Sachs
2
Goldman Sachs
New York
$64M +$14.9M +495,187 +28%
Bank of America
3
Bank of America
North Carolina
$61.9M -$19.9M -660,948 -23%
JP Morgan Chase
4
JP Morgan Chase
New York
$49.6M +$8.92M +295,990 +20%
Blackstone Inc
5
Blackstone Inc
New York
$36.1M +$38.3M +1,271,519 New
Morgan Stanley
6
Morgan Stanley
New York
$33.7M -$23.2M -768,833 -39%
Deutsche Bank
7
Deutsche Bank
Germany
$25.9M +$17.3M +573,698 +169%
DPIM
8
Duff & Phelps Investment Management
Illinois
$21.5M
ClearBridge Investments
9
ClearBridge Investments
New York
$14.1M +$1.57M +52,050 +12%
UBS Group
10
UBS Group
Switzerland
$12.5M -$15.6M -517,077 -54%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$12.1M +$855K +28,354 +7%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$11.2M +$11.8M +392,996 New
Renaissance Technologies
13
Renaissance Technologies
New York
$8.55M +$9.08M +301,150 New
AR
14
Advisory Research
Illinois
$8.37M
AAA
15
Adams Asset Advisors
Texas
$7.02M +$540K +17,926 +8%
SOAMC
16
Spirit of America Management Corp
New York
$6.07M
Wells Fargo
17
Wells Fargo
California
$4.83M +$3.73M +123,748 +268%
NIM
18
NXG Investment Management
Texas
$3.98M
EM
19
ELCO Management
New York
$3.95M -$92.4K -3,065 -2%
COPPSERS
20
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.92M +$191K +6,340 +5%
VanEck Associates
21
VanEck Associates
New York
$3.89M -$377K -12,515 -8%
GF
22
Gabelli Funds
New York
$3.83M +$1.33M +44,100 +49%
GC
23
Guggenheim Capital
Illinois
$3.59M -$168K -5,571 -4%
CCM
24
Cadence Capital Management
Massachusetts
$3.53M +$3.75M +124,390 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.49M -$108K -3,594 -3%