Sunoco
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.
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: 145 → 160 (+15)
7% more capital invested
Capital invested by funds: $659M → $706M (+$47.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.4% less ownership
Funds ownership: 21.15% → 20.75% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.94M |
| 2 |
Citigroup
New York
|
+$7.84M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
+$5.63M |
| 4 |
N
Natixis
Paris,
France
|
+$4.88M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$21M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.97M |
| 3 |
ClearBridge Investments
New York
|
-$5.01M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$4.04M |
| 5 |
Goldman Sachs
New York
|
-$3.06M |
SUN Hedge Fund Activity: Q4 2021 in Review
160 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2021, worth a combined $706M — up 7.2% from $659M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SUN positions and 14 closed out — a net gain of 18 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $7.94M. The largest seller was Invesco, cutting an estimated $21M.
- 160 institutional investors held Sunoco (SUN) as of Q4 2021, up from 145 in Q3 2021.
- Funds reported $706M of Sunoco stock for Q4 2021, up 7.2% quarter-over-quarter.
- 32 funds opened new Sunoco positions in Q4 2021 and 14 closed out, a net change of +18 holders.
- The largest Sunoco buyer in Q4 2021 was Bank of Montreal, an estimated $7.94M added.
- The largest Sunoco seller in Q4 2021 was Invesco, an estimated $21M sold.
Based on aggregated 13F filings for Q4 2021.