We are live on ! Find out more
SUN icon

Sunoco
SUN

168 hedge funds and large institutions have $628M invested in Sunoco in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $18.1M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $614M → $628M (+$13.9M)

1% more funds holding

Funds holding: 167 → 168 (+1)

0.72% less ownership

Funds ownership: 20.09% → 19.37% (-0.72%)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
53
Reduced
40
Closed
18
Calls
$25.5M
Puts
$18.1M
Net Calls
+$7.38M
Net Calls Change
+$3.62M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.16M
2
VFA
Valeo Financial Advisors
Indiana
+$3.92M
3
N
Natixis
France
+$3.21M
4
HF
HRT Financial
New York
+$1.74M
5
Simplex Trading
Simplex Trading
Illinois
+$1.22M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.12M
3
IG
ING Group
Netherlands
-$2.91M
4
Invesco
Invesco
Georgia
-$2.61M
5
Citigroup
Citigroup
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$295M -$2.61M -66,424 -0.9%
Goldman Sachs
2
Goldman Sachs
New York
$58.9M -$16.1M -408,996 -21%
Morgan Stanley
3
Morgan Stanley
New York
$30.1M -$1.71M -43,542 -5%
BHC
4
Bowen Hanes & Co
Florida
$23.4M – – –
ClearBridge Investments
5
ClearBridge Investments
New York
$20.4M -$23.6K -600 -0.1%
Bank of America
6
Bank of America
North Carolina
$17M +$723K +18,373 +4%
Citigroup
7
Citigroup
New York
$14M -$2.34M -59,411 -14%
Allianz Asset Management
8
Allianz Asset Management
Germany
$13.9M -$232K -5,903 -2%
AAA
9
Adams Asset Advisors
Texas
$11.7M – – –
BIM
10
Bridgecreek Investment Management
Oklahoma
$10.5M +$983 +25 +0%
UBS Group
11
UBS Group
Switzerland
$9.88M -$38.4K -976 -0.4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.21M +$76.3K +1,939 +0.9%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.11M +$6.16M +156,533 +303%
LPL Financial
14
LPL Financial
California
$4.95M -$461K -11,719 -8%
Wells Fargo
15
Wells Fargo
California
$4.64M -$6.69K -170 -0.1%
ACM
16
Advisors Capital Management
New Jersey
$4.32M -$1.57M -39,852 -28%
SOAMC
17
Spirit of America Management Corp
New York
$3.95M -$39.3K -1,000 -1%
N
18
Natixis
France
$3.94M +$3.21M +81,500 +413%
VFA
19
Valeo Financial Advisors
Indiana
$3.88M +$3.92M +99,644 New
First Trust Advisors
20
First Trust Advisors
Illinois
$3.61M +$190K +4,820 +5%
RIA
21
Recurrent Investment Advisors
Texas
$3.6M +$573K +14,555 +19%
RJA
22
Raymond James & Associates
Florida
$3.39M +$75.8K +1,928 +2%
BC
23
Barnett & Company
Tennessee
$2.71M -$384K -9,750 -12%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.69M +$263K +6,684 +11%
TIS
25
Tortoise Index Solutions
Kansas
$2.02M +$35.8K +909 +2%
1
2 3 4 5

SUN Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q3 2022, worth a combined $628M — up 2.3% from $614M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SUN positions and 18 closed out — a net gain of 2 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.16M. The largest seller was Goldman Sachs, cutting an estimated $16.1M.

  • 168 institutional investors held Sunoco (SUN) as of Q3 2022, up from 167 in Q2 2022.
  • Funds reported $628M of Sunoco stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 20 funds opened new Sunoco positions in Q3 2022 and 18 closed out, a net change of +2 holders.
  • The largest Sunoco buyer in Q3 2022 was JP Morgan Chase, an estimated $6.16M added.
  • The largest Sunoco seller in Q3 2022 was Goldman Sachs, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.