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131 hedge funds and large institutions have $586M invested in Sunoco in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $4.09M

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

3% more capital invested

Capital invested by funds: $571M → $586M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 30.11%28.95% (-1.2%)

2% less funds holding

Funds holding: 134131 (-3)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
42
Reduced
29
Closed
24
Calls
$16.2M
Puts
$4.09M
Net Calls
+$12.1M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$250M -$34.3M -1,361,237 -12%
Goldman Sachs
2
Goldman Sachs
New York
$93.2M +$842K +33,421 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$47.7M -$3.05M -121,239 -6%
IG
4
ING Group
Netherlands
$21.4M +$11.7M +466,000 +113%
ClearBridge Investments
5
ClearBridge Investments
New York
$18.4M
UBS Group
6
UBS Group
Switzerland
$15.9M +$3.2M +127,177 +24%
BHC
7
Bowen Hanes & Co
Florida
$14.1M +$1.51M +60,000 +12%
DPIM
8
Duff & Phelps Investment Management
Illinois
$8.73M
BIM
9
Bridgecreek Investment Management
Oklahoma
$7.59M -$190K -7,550 -2%
AAA
10
Adams Asset Advisors
Texas
$7.24M
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$7.03M +$313K +12,436 +5%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$6.81M -$3.3M -131,144 -32%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.27M +$265K +10,544 +5%
MP
14
MSD Partners
New York
$4.98M +$5.14M +204,167 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$4.22M -$1.04M -41,316 -19%
RIA
16
Recurrent Investment Advisors
Texas
$4M -$142K -5,634 -3%
GF
17
Gabelli Funds
New York
$3.61M
RJA
18
Raymond James & Associates
Florida
$3.49M -$214K -8,516 -6%
N
19
Natixis
France
$3.39M
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$3.04M +$54.1K +2,147 +2%
Federated Hermes
21
Federated Hermes
Pennsylvania
$2.87M +$67.6K +2,685 +2%
SOAMC
22
Spirit of America Management Corp
New York
$2.87M +$95.7K +3,800 +3%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$2.64M
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.33M +$423K +16,800 +21%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$2.24M