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169 hedge funds and large institutions have $706M invested in Sunoco in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

70% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $8.86M

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

6% more funds holding

Funds holding: 160169 (+9)

0% more capital invested

Capital invested by funds: $706M → $706M (+$114K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 20.75%20.63% (-0.11%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
55
Reduced
41
Closed
14
Calls
$15.1M
Puts
$8.86M
Net Calls
+$6.21M
Net Calls Change
+$568K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$317M -$23.3M -546,420 -7%
Goldman Sachs
2
Goldman Sachs
New York
$81M +$3.42M +80,430 +4%
Morgan Stanley
3
Morgan Stanley
New York
$40.5M +$5.26M +123,679 +14%
BHC
4
Bowen Hanes & Co
Florida
$24.5M
ClearBridge Investments
5
ClearBridge Investments
New York
$21.5M -$1.26M -29,518 -5%
Bank of America
6
Bank of America
North Carolina
$16.3M +$3.52M +82,745 +26%
Allianz Asset Management
7
Allianz Asset Management
Germany
$14.8M -$358K -8,414 -2%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$13.6M +$387K +9,100 +3%
AAA
9
Adams Asset Advisors
Texas
$12.3M
BIM
10
Bridgecreek Investment Management
Oklahoma
$11M +$27.7K +650 +0.2%
Citigroup
11
Citigroup
New York
$10.2M +$2.15M +50,412 +25%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.54M -$748K -17,577 -8%
UBS Group
13
UBS Group
Switzerland
$7.88M -$267K -6,285 -3%
IG
14
ING Group
Netherlands
$7.47M +$1.02M +24,000 +15%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$7.31M +$7.62M +179,099 New
ACM
16
Advisors Capital Management
New Jersey
$5.84M +$2.68K +63 +0%
N
17
Natixis
France
$5.02M -$5.49M -129,000 -51%
Wells Fargo
18
Wells Fargo
California
$4.92M +$421K +9,895 +9%
LPL Financial
19
LPL Financial
California
$4.31M +$1.67M +39,273 +59%
SOAMC
20
Spirit of America Management Corp
New York
$4.18M
Citadel Advisors
21
Citadel Advisors
Florida
$4.13M +$103K +2,415 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$3.3M -$1.23M -28,920 -26%
BC
23
Barnett & Company
Tennessee
$3.25M +$4.26K +100 +0.1%
RIA
24
Recurrent Investment Advisors
Texas
$3.18M +$46K +1,080 +1%
RJA
25
Raymond James & Associates
Florida
$3.17M -$654K -15,373 -17%

SUN Hedge Fund Activity: Q1 2022 in Review

169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2022, worth a combined $706M — up 0.02% from $706M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SUN positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $7.62M. The largest seller was Invesco, cutting an estimated $23.3M.

  • 169 institutional investors held Sunoco (SUN) as of Q1 2022, up from 160 in Q4 2021.
  • Funds reported $706M of Sunoco stock for Q1 2022, up 0.02% quarter-over-quarter.
  • 25 funds opened new Sunoco positions in Q1 2022 and 14 closed out, a net change of +11 holders.
  • The largest Sunoco buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $7.62M added.
  • The largest Sunoco seller in Q1 2022 was Invesco, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2022.