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129 hedge funds and large institutions have $852M invested in Sunoco in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more call options, than puts

Call options by funds: $27M | Put options by funds: $4.59M

20% more capital invested

Capital invested by funds: $707M → $852M (+$145M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.62% more ownership

Funds ownership: 34.32%34.94% (+0.62%)

0% more funds holding

Funds holding: 129129 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
Holders Change %
0%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
34
Reduced
30
Closed
23
Calls
$27M
Puts
$4.59M
Net Calls
+$22.4M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$422M +$19.1M +709,878 +5%
Goldman Sachs
2
Goldman Sachs
New York
$151M +$8.24M +305,913 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$50.6M +$10.1M +375,235 +28%
DPIM
4
Duff & Phelps Investment Management
Illinois
$23.6M
Morgan Stanley
5
Morgan Stanley
New York
$15.8M -$5.42M -201,075 -27%
UBS Group
6
UBS Group
Switzerland
$15.3M +$1.91M +71,010 +16%
ClearBridge Investments
7
ClearBridge Investments
New York
$14.8M -$640K -23,750 -5%
BlackRock
8
BlackRock
New York
$11.1M -$2.73M -101,557 -21%
MP
9
MSD Partners
New York
$9.01M
VAIA
10
Virtus Alternative Investment Advisers
Connecticut
$8.81M +$8.03M +298,000 New
AR
11
Advisory Research
Illinois
$7.86M
AAA
12
Adams Asset Advisors
Texas
$7.18M
NIM
13
NXG Investment Management
Texas
$6.8M +$1.35M +50,000 +28%
SOAMC
14
Spirit of America Management Corp
New York
$6.32M
CCM
15
Cadence Capital Management
Massachusetts
$5.86M
SCA
16
Salient Capital Advisors
Texas
$4.74M +$4.32M +160,356 New
IECM
17
Intrinsic Edge Capital Management
Illinois
$4.43M +$4.04M +150,000 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$4.04M +$27 +1 +0%
GF
19
Gabelli Funds
New York
$3.99M
Bank of America
20
Bank of America
North Carolina
$3.91M -$4.1M -152,132 -53%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.64M +$20.9K +776 +0.6%
PI
22
Putnam Investments
Massachusetts
$3.6M +$1.65M +61,131 +101%
WC
23
Wexford Capital
Florida
$3.25M +$2.97M +110,111 New
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$3.2M
SG Americas Securities
25
SG Americas Securities
New York
$3.08M -$2.29K -85 -0.1%