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134 hedge funds and large institutions have $571M invested in Sunoco in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $6.63M

43% more capital invested

Capital invested by funds: $400M → $571M (+$171M)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

4% more funds holding

Funds holding: 129134 (+5)

0.71% less ownership

Funds ownership: 30.82%30.11% (-0.71%)

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% 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
26
Increased
39
Reduced
32
Closed
20
Calls
$16.7M
Puts
$6.63M
Net Calls
+$10.1M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$265M -$67.5M -2,904,051 -20%
Goldman Sachs
2
Goldman Sachs
New York
$86.5M +$41.6M +1,790,379 +90%
Morgan Stanley
3
Morgan Stanley
New York
$47.4M -$14.6M -628,587 -23%
ClearBridge Investments
4
ClearBridge Investments
New York
$17.2M -$89K -3,830 -0.5%
UBS Group
5
UBS Group
Switzerland
$12M +$274K +11,801 +2%
BHC
6
Bowen Hanes & Co
Florida
$11.9M +$12.1M +520,000 New
IG
7
ING Group
Netherlands
$9.41M +$9.58M +412,000 New
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$9.37M +$4.35M +187,231 +84%
DPIM
9
Duff & Phelps Investment Management
Illinois
$8.17M -$2.27M -97,500 -21%
BIM
10
Bridgecreek Investment Management
Oklahoma
$7.28M -$51.7K -2,225 -0.7%
AAA
11
Adams Asset Advisors
Texas
$6.78M
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$6.3M +$6.07M +261,269 +1,788%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$4.99M -$1.94M -83,403 -28%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.69M +$287K +12,356 +6%
RIA
15
Recurrent Investment Advisors
Texas
$3.87M +$757K +32,553 +24%
RJA
16
Raymond James & Associates
Florida
$3.46M +$1.91M +82,125 +118%
GF
17
Gabelli Funds
New York
$3.38M
N
18
Natixis
France
$3.17M +$2.02M +87,100 +168%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$2.8M +$23.9K +1,028 +0.8%
Federated Hermes
20
Federated Hermes
Pennsylvania
$2.63M -$248K -10,675 -8%
SOAMC
21
Spirit of America Management Corp
New York
$2.6M -$1.13M -48,500 -30%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$2.47M
DAC
23
Dividend Assets Capital
South Carolina
$2.45M +$2.5M +107,494 New
Citadel Advisors
24
Citadel Advisors
Florida
$2.41M +$2.22M +95,359 +918%
Wells Fargo
25
Wells Fargo
California
$2.3M +$627K +26,968 +37%