We are live on ! Find out more

132 hedge funds and large institutions have $667M invested in Sunoco in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $14.2M

14% more capital invested

Capital invested by funds: $586M → $667M (+$80.1M)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 131132 (+1)

1.06% less ownership

Funds ownership: 28.95%27.89% (-1.1%)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
38
Reduced
34
Closed
18
Calls
$17.4M
Puts
$14.2M
Net Calls
+$3.19M
Net Calls Change
-$8.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$287M -$7.57M -279,371 -3%
Goldman Sachs
2
Goldman Sachs
New York
$112M +$2.09M +77,119 +2%
Morgan Stanley
3
Morgan Stanley
New York
$58.2M +$1.8M +66,565 +3%
IG
4
ING Group
Netherlands
$24.1M -$1.14M -42,000 -5%
ClearBridge Investments
5
ClearBridge Investments
New York
$21.7M
BHC
6
Bowen Hanes & Co
Florida
$17M +$271K +10,000 +2%
DPIM
7
Duff & Phelps Investment Management
Illinois
$10.2M -$81.3K -3,000 -0.8%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$9.44M +$1.07M +39,661 +14%
BIM
9
Bridgecreek Investment Management
Oklahoma
$8.96M +$9.49K +350 +0.1%
UBS Group
10
UBS Group
Switzerland
$8.62M -$9.53M -351,548 -54%
AAA
11
Adams Asset Advisors
Texas
$8.55M
N
12
Natixis
France
$7.71M +$3.5M +129,000 +93%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.93M -$276K -10,167 -5%
ACM
14
Advisors Capital Management
New Jersey
$3.93M +$1.43M +52,903 +63%
RJA
15
Raymond James & Associates
Florida
$3.88M -$224K -8,272 -6%
Bank of America
16
Bank of America
North Carolina
$3.71M +$1.48M +54,428 +73%
Federated Hermes
17
Federated Hermes
Pennsylvania
$3.43M +$38.4K +1,415 +1%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$3.42M -$156K -5,754 -5%
GF
19
Gabelli Funds
New York
$3.4M -$813K -30,000 -20%
SOAMC
20
Spirit of America Management Corp
New York
$3.33M -$54.2K -2,000 -2%
First Trust Advisors
21
First Trust Advisors
Illinois
$3.21M +$3.02M +111,408 New
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$3.12M
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$3.05M -$4.7M -173,231 -62%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.9M +$145K +5,345 +6%
RIA
25
Recurrent Investment Advisors
Texas
$2.77M -$1.84M -67,752 -41%