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Sunoco
SUN

Overview Fund Activity

150 hedge funds and large institutions have $845M invested in Sunoco in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
37
Reduced
37
Closed
10
Calls
$9.67M
Puts
$6.12M
Net Calls
+$3.55M
Net Calls Change
-$6.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.2M
2
Bessemer Group
2
Bessemer Group
New Jersey
$13.6M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.38M
4
TCA
4
Tortoise Capital Advisors
Kansas
$12.2M
5
RIA
5
Recurrent Investment Advisors
Texas
$3.12M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$114M
2
Invesco
2
Invesco
Georgia
$446M
3
VanEck Associates
3
VanEck Associates
New York
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$14.1M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$446M 14,563,058 -746,418 -5%
Goldman Sachs
2
Goldman Sachs
New York
$114M 3,726,908 -1,384,249 -27%
Morgan Stanley
3
Morgan Stanley
New York
$35.2M 1,151,317 +814,648 +242%
DPIM
4
Duff & Phelps Investment Management
Illinois
$20.4M 666,000 -50,000 -7%
UBS Group
5
UBS Group
Switzerland
$20.1M 655,633 -29,400 -4%
BlackRock
6
BlackRock
New York
$19M 621,104 +50,000 +9%
ClearBridge Investments
7
ClearBridge Investments
New York
$15.5M 504,236 +1,840 +0.4%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$14.1M 459,549 -96,602 -17%
Bessemer Group
9
Bessemer Group
New Jersey
$13.6M 443,280 +443,280 New
TCA
10
Tortoise Capital Advisors
Kansas
$12.2M 399,695 +133,015 +50%
AAA
11
Adams Asset Advisors
Texas
$8.91M 291,059 +80,399 +38%
NIM
12
NXG Investment Management
Texas
$7.04M 230,000 – –
CCM
13
Cadence Capital Management
Massachusetts
$6.02M 196,690 – –
SOAMC
14
Spirit of America Management Corp
New York
$5.98M 195,309 -8,120 -4%
KPW
15
Kore Private Wealth
New York
$5.74M 187,718 -1,468 -0.8%
Marshall Wace
16
Marshall Wace
United Kingdom
$5.38M 175,720 +175,720 New
IECM
17
Intrinsic Edge Capital Management
Illinois
$5.2M 170,000 +50,000 +42%
BIM
18
Bridgecreek Investment Management
Oklahoma
$5.11M 167,025 +4,200 +3%
GF
19
Gabelli Funds
New York
$4.53M 148,000 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.39M 143,414 +15,321 +12%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$3.67M 119,874 +15,363 +15%
Wells Fargo
22
Wells Fargo
California
$3.62M 118,149 -3,064 -3%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$3.31M 108,300 – –
MIM
24
MetLife Investment Management
New Jersey
$3.16M 103,130 – –
RIA
25
Recurrent Investment Advisors
Texas
$3.12M 101,835 +101,835 New
1
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