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123 hedge funds and large institutions have $893M invested in Sunoco in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $9.47M

12% more capital invested

Capital invested by funds: $798M → $893M (+$94.6M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 124123 (-1)

0.96% less ownership

Funds ownership: 35.58%34.62% (-0.96%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
32
Reduced
29
Closed
22
Calls
$13.2M
Puts
$9.47M
Net Calls
+$3.72M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$487M +$13.8M +463,585 +3%
Goldman Sachs
2
Goldman Sachs
New York
$167M -$6.15M -206,440 -4%
DPIM
3
Duff & Phelps Investment Management
Illinois
$23.1M
BlackRock
4
BlackRock
New York
$16.2M -$1.62M -54,500 -9%
ClearBridge Investments
5
ClearBridge Investments
New York
$15M -$159K -5,330 -1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$13.5M +$7.93M +266,134 +159%
Morgan Stanley
7
Morgan Stanley
New York
$13.5M -$8.63M -289,863 -40%
UBS Group
8
UBS Group
Switzerland
$9.23M -$9.6M -322,239 -52%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$8.63M +$8.24M +276,815 New
AR
10
Advisory Research
Illinois
$8.31M +$24.1K +810 +0.3%
AAA
11
Adams Asset Advisors
Texas
$7.27M -$288K -9,671 -4%
NIM
12
NXG Investment Management
Texas
$7.17M
SOAMC
13
Spirit of America Management Corp
New York
$6.53M -$128K -4,300 -2%
CCM
14
Cadence Capital Management
Massachusetts
$6.1M
KPW
15
Kore Private Wealth
New York
$5.63M +$275K +9,231 +5%
Deutsche Bank
16
Deutsche Bank
Germany
$5.39M +$4.95M +166,104 +2,403%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.81M -$1.5M -50,511 -25%
GF
18
Gabelli Funds
New York
$4.61M
Renaissance Technologies
19
Renaissance Technologies
New York
$4.38M +$4.18M +140,400 New
Wells Fargo
20
Wells Fargo
California
$4.21M +$1.07M +36,032 +36%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.75M +$3.58M +120,186 New
Bank of America
22
Bank of America
North Carolina
$3.45M -$323K -10,861 -9%
VanEck Associates
23
VanEck Associates
New York
$3.42M +$451K +15,159 +16%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$3.38M
SCA
25
Salient Capital Advisors
Texas
$3.35M -$2.3M -77,386 -42%