Sunoco
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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 (+$80.3M)
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: 131 → 132 (+1)
1.06% less ownership
Funds ownership: 28.95% → 27.89% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
+$3.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.02M |
| 3 |
Goldman Sachs
New York
|
+$2.09M |
| 4 |
Morgan Stanley
New York
|
+$1.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.53M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$7.57M |
| 3 |
MP
MSD Partners
New York
|
-$4.98M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.49M |
SUN Hedge Fund Activity: Q4 2020 in Review
132 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2020, worth a combined $667M — up 14% from $586M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 38 added to existing stakes and 34 trimmed.
The largest buyer was Natixis, adding an estimated $3.5M. The largest seller was UBS Group, cutting an estimated $9.53M.
- 132 institutional investors held Sunoco (SUN) as of Q4 2020, up from 131 in Q3 2020.
- Funds reported $667M of Sunoco stock for Q4 2020, up 14% quarter-over-quarter.
- 20 funds opened new Sunoco positions in Q4 2020 and 18 closed out, a net change of +2 holders.
- The largest Sunoco buyer in Q4 2020 was Natixis, an estimated $3.5M added.
- The largest Sunoco seller in Q4 2020 was UBS Group, an estimated $9.53M sold.
Based on aggregated 13F filings for Q4 2020.