Sunoco
178 hedge funds and large institutions have $749M invested in Sunoco in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 23 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 32
65% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 23
33% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $14.6M
18% more capital invested
Capital invested by funds: $633M → $749M (+$116M)
6% more funds holding
Funds holding: 168 → 178 (+10)
1.35% more ownership
Funds ownership: 19.37% → 20.73% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$48.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$6.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.25M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.96M |
| 5 |
RIA
Recurrent Investment Advisors
Houston,
Texas
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.78M |
| 3 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$3.88M |
| 4 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$2.02M |
| 5 |
HF
HRT Financial
New York
|
-$1.73M |
SUN Hedge Fund Activity: Q4 2022 in Review
178 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2022, worth a combined $749M — up 18% from $633M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SUN positions and 23 closed out — a net gain of 15 holders — while 61 added to existing stakes and 32 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $48.4M. The largest seller was Bank of America, cutting an estimated $12.8M.
- 178 institutional investors held Sunoco (SUN) as of Q4 2022, up from 168 in Q3 2022.
- Funds reported $749M of Sunoco stock for Q4 2022, up 18% quarter-over-quarter.
- 38 funds opened new Sunoco positions in Q4 2022 and 23 closed out, a net change of +15 holders.
- The largest Sunoco buyer in Q4 2022 was JP Morgan Chase, an estimated $48.4M added.
- The largest Sunoco seller in Q4 2022 was Bank of America, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2022.