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160 hedge funds and large institutions have $706M invested in Sunoco in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

42% more call options, than puts

Call options by funds: $19M | Put options by funds: $13.3M

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

10% more funds holding

Funds holding: 145160 (+15)

7% more capital invested

Capital invested by funds: $658M → $706M (+$48M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.4% less ownership

Funds ownership: 21.15%20.75% (-0.4%)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
50
Reduced
40
Closed
14
Calls
$19M
Puts
$13.3M
Net Calls
+$5.64M
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$340M -$21M -528,457 -6%
Goldman Sachs
2
Goldman Sachs
New York
$77.7M -$3.06M -77,205 -4%
Morgan Stanley
3
Morgan Stanley
New York
$35.4M -$1.79M -45,189 -5%
BHC
4
Bowen Hanes & Co
Florida
$24.5M
ClearBridge Investments
5
ClearBridge Investments
New York
$22.7M -$5.01M -126,254 -18%
Allianz Asset Management
6
Allianz Asset Management
Germany
$15.2M +$740K +18,668 +5%
Bank of America
7
Bank of America
North Carolina
$12.9M +$2.98M +75,241 +31%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$12.8M +$7.94M +200,300 +173%
AAA
9
Adams Asset Advisors
Texas
$12.3M
BIM
10
Bridgecreek Investment Management
Oklahoma
$11M
N
11
Natixis
France
$10.3M +$4.88M +123,000 +95%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.25M -$289K -7,298 -3%
Citigroup
13
Citigroup
New York
$8.14M +$7.84M +197,672 +10,831%
UBS Group
14
UBS Group
Switzerland
$8.13M +$151K +3,797 +2%
IG
15
ING Group
Netherlands
$6.49M +$5.63M +142,000 +835%
ACM
16
Advisors Capital Management
New Jersey
$5.84M +$253K +6,387 +5%
Wells Fargo
17
Wells Fargo
California
$4.52M +$590K +14,885 +16%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.48M -$528K -13,319 -11%
SOAMC
19
Spirit of America Management Corp
New York
$4.18M -$79.3K -2,000 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$4.03M +$1.08M +27,222 +38%
RJA
21
Raymond James & Associates
Florida
$3.8M -$21.5K -542 -0.6%
BC
22
Barnett & Company
Tennessee
$3.24M -$43.6K -1,100 -1%
RIA
23
Recurrent Investment Advisors
Texas
$3.14M
Osaic Holdings
24
Osaic Holdings
Arizona
$3.12M -$122K -3,082 -4%
LPL Financial
25
LPL Financial
California
$2.71M +$725K +18,290 +38%