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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 27 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

0.64% more ownership

Funds ownership: 34.94%35.58% (+0.64%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

4% less funds holding

Funds holding: 129124 (-5)

6% less capital invested

Capital invested by funds: $852M → $798M (-$53.8M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.76%
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
27
Calls
$11.7M
Puts
$6.95M
Net Calls
+$4.76M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$412M +$24.2M +867,682 +6%
Goldman Sachs
2
Goldman Sachs
New York
$152M +$13.2M +473,928 +9%
DPIM
3
Duff & Phelps Investment Management
Illinois
$20.1M -$1.59M -57,000 -7%
Morgan Stanley
4
Morgan Stanley
New York
$19.7M +$5.25M +188,073 +35%
UBS Group
5
UBS Group
Switzerland
$16.8M +$2.85M +101,988 +20%
BlackRock
6
BlackRock
New York
$15.7M +$5.58M +200,000 +53%
ClearBridge Investments
7
ClearBridge Investments
New York
$13.2M -$401K -14,370 -3%
IECM
8
Intrinsic Edge Capital Management
Illinois
$12.9M +$9.08M +325,178 +217%
VAIA
9
Virtus Alternative Investment Advisers
Connecticut
$7.56M -$558K -20,000 -7%
AR
10
Advisory Research
Illinois
$7.23M
AAA
11
Adams Asset Advisors
Texas
$6.61M
NIM
12
NXG Investment Management
Texas
$6.25M
SOAMC
13
Spirit of America Management Corp
New York
$5.81M
JP Morgan Chase
14
JP Morgan Chase
New York
$5.57M -$42.1M -1,508,660 -88%
MP
15
MSD Partners
New York
$5.48M -$2.89M -103,523 -34%
CCM
16
Cadence Capital Management
Massachusetts
$5.33M -$69.8K -2,500 -1%
SCA
17
Salient Capital Advisors
Texas
$5.03M +$690K +24,708 +15%
KPW
18
Kore Private Wealth
New York
$4.66M +$4.78M +171,345 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$4.55M +$3.33M +119,406 +248%
GF
20
Gabelli Funds
New York
$4.02M +$363K +13,000 +10%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$3.84M +$3.94M +141,318 New
Bank of America
22
Bank of America
North Carolina
$3.3M -$302K -10,805 -8%
Jane Street
23
Jane Street
New York
$3.27M +$3.35M +120,196 New
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$2.94M
MIM
25
MetLife Investment Management
New Jersey
$2.8M +$1.01M +36,180 +54%