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167 hedge funds and large institutions have $614M invested in Sunoco in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14.4M

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.54% less ownership

Funds ownership: 20.63%20.09% (-0.54%)

1% less funds holding

Funds holding: 169167 (-2)

13% less capital invested

Capital invested by funds: $706M → $614M (-$91.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
54
Reduced
43
Closed
17
Calls
$18.1M
Puts
$14.4M
Net Calls
+$3.75M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$285M -$5.39M -132,356 -2%
Goldman Sachs
2
Goldman Sachs
New York
$71.6M -$2.48M -61,046 -3%
Morgan Stanley
3
Morgan Stanley
New York
$30.4M -$7.11M -174,725 -18%
BHC
4
Bowen Hanes & Co
Florida
$22.4M
ClearBridge Investments
5
ClearBridge Investments
New York
$19.5M -$88.1K -2,164 -0.4%
Citigroup
6
Citigroup
New York
$15.6M +$6.85M +168,368 +67%
Bank of America
7
Bank of America
North Carolina
$15.6M +$800K +19,646 +5%
Allianz Asset Management
8
Allianz Asset Management
Germany
$13.5M +$1.38K +34 +0%
AAA
9
Adams Asset Advisors
Texas
$11.2M
BIM
10
Bridgecreek Investment Management
Oklahoma
$10M -$8.14K -200 -0.1%
UBS Group
11
UBS Group
Switzerland
$9.48M +$2.5M +61,541 +32%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.78M -$12K -294 -0.1%
ACM
13
Advisors Capital Management
New Jersey
$5.24M -$101K -2,494 -2%
LPL Financial
14
LPL Financial
California
$5.17M +$1.35M +33,066 +31%
Wells Fargo
15
Wells Fargo
California
$4.44M -$51.6K -1,269 -1%
SOAMC
16
Spirit of America Management Corp
New York
$3.82M
First Trust Advisors
17
First Trust Advisors
Illinois
$3.27M +$291K +7,158 +9%
RJA
18
Raymond James & Associates
Florida
$3.17M +$298K +7,314 +9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.98M +$794K +19,509 +32%
BC
20
Barnett & Company
Tennessee
$2.95M -$12.2K -300 -0.4%
IG
21
ING Group
Netherlands
$2.91M -$4.27M -105,000 -57%
RIA
22
Recurrent Investment Advisors
Texas
$2.9M
Osaic Holdings
23
Osaic Holdings
Arizona
$2.32M +$58.6K +1,440 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.96M +$265K +6,500 +14%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.92M +$2.03M +49,808 +2,798%