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145 hedge funds and large institutions have $700M invested in Sunoco in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $7.4M

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

10% more funds holding

Funds holding: 132145 (+13)

6% more capital invested

Capital invested by funds: $660M → $700M (+$40.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.58% less ownership

Funds ownership: 24.85%22.28% (-2.6%)

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
46
Reduced
33
Closed
14
Calls
$15.1M
Puts
$7.4M
Net Calls
+$7.67M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$356M -$9.38M -264,194 -3%
Goldman Sachs
2
Goldman Sachs
New York
$77.9M -$39M -1,099,504 -35%
Morgan Stanley
3
Morgan Stanley
New York
$36.8M -$15.2M -427,091 -30%
ClearBridge Investments
4
ClearBridge Investments
New York
$27.5M -$798K -22,470 -3%
BHC
5
Bowen Hanes & Co
Florida
$22.2M
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$12.1M -$344K -9,697 -3%
AAA
7
Adams Asset Advisors
Texas
$11.3M
BIM
8
Bridgecreek Investment Management
Oklahoma
$10.1M -$1.41M -39,650 -13%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.69M +$25.8K +726 +0.3%
Allianz Asset Management
10
Allianz Asset Management
Germany
$8.52M +$7.77M +219,000 +3,182%
UBS Group
11
UBS Group
Switzerland
$7.57M -$39.4K -1,111 -0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$6.19M +$2.69M +75,700 +85%
Deutsche Bank
13
Deutsche Bank
Germany
$5.77M +$210K +5,925 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$5.27M -$88.3K -2,489 -2%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$5.21M +$4.9M +138,157 New
ACM
16
Advisors Capital Management
New Jersey
$5.09M -$67.7K -1,906 -1%
Bank of America
17
Bank of America
North Carolina
$4.45M -$650K -18,300 -13%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$4.08M
GF
19
Gabelli Funds
New York
$3.96M -$355K -10,000 -9%
SOAMC
20
Spirit of America Management Corp
New York
$3.94M -$185K -5,200 -5%
Federated Hermes
21
Federated Hermes
Pennsylvania
$3.91M -$232K -6,530 -6%
Wells Fargo
22
Wells Fargo
California
$3.4M +$278K +7,832 +9%
RJA
23
Raymond James & Associates
Florida
$3.33M -$1.69M -47,627 -35%
BC
24
Barnett & Company
Tennessee
$3.03M +$270K +7,600 +10%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.65M +$359K +10,103 +17%