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124 hedge funds and large institutions have $798M invested in Sunoco in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $6.95M

0.69% more ownership

Funds ownership: 34.9%35.58% (+0.69%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

3% less funds holding

Funds holding: 128124 (-4)

6% less capital invested

Capital invested by funds: $851M → $798M (-$52.3M)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
32
Reduced
33
Closed
26
Calls
$11.7M
Puts
$6.95M
Net Calls
+$4.76M
Net Calls Change
-$17.6M

SUN Hedge Fund Activity: Q4 2018 in Review

124 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2018, worth a combined $798M — down 6.2% from $851M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SUN and 23 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was OppenheimerFunds, adding an estimated $24.2M. The largest seller was JP Morgan Chase, cutting an estimated $42.1M.

  • 124 institutional investors held Sunoco (SUN) as of Q4 2018, down from 128 in Q3 2018.
  • Funds reported $798M of Sunoco stock for Q4 2018, down 6.2% quarter-over-quarter.
  • 23 funds opened new Sunoco positions in Q4 2018 and 26 closed out, a net change of -3 holders.
  • The largest Sunoco buyer in Q4 2018 was OppenheimerFunds, an estimated $24.2M added.
  • The largest Sunoco seller in Q4 2018 was JP Morgan Chase, an estimated $42.1M sold.

Based on aggregated 13F filings for Q4 2018.