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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.

New
Increased
Maintained
Reduced
Closed

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

19% more capital invested

Capital invested by funds: $628M → $749M (+$120M)

6% more funds holding

Funds holding: 168178 (+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: 22 (0)

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
61
Reduced
32
Closed
23
Calls
$19.4M
Puts
$14.6M
Net Calls
+$4.83M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$325M -$1.47M -34,854 -0.5%
Goldman Sachs
2
Goldman Sachs
New York
$66.1M +$859K +20,343 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$58.4M +$48.4M +1,146,111 +551%
Morgan Stanley
4
Morgan Stanley
New York
$35.7M +$2.28M +53,931 +7%
BHC
5
Bowen Hanes & Co
Florida
$25.9M
ClearBridge Investments
6
ClearBridge Investments
New York
$23.7M +$1.06M +25,190 +5%
Allianz Asset Management
7
Allianz Asset Management
Germany
$15.4M
Citigroup
8
Citigroup
New York
$14.3M -$1.17M -27,840 -8%
UBS Group
9
UBS Group
Switzerland
$13.9M +$2.96M +70,145 +28%
AAA
10
Adams Asset Advisors
Texas
$12.9M
BIM
11
Bridgecreek Investment Management
Oklahoma
$11.2M -$392K -9,300 -3%
Wells Fargo
12
Wells Fargo
California
$10.5M +$5.25M +124,362 +104%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.31M -$756K -17,908 -8%
TIS
14
Tortoise Index Solutions
Kansas
$7.86M +$623K +14,768 +28%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$6.98M +$6.4M +151,533 +1,446%
RIA
16
Recurrent Investment Advisors
Texas
$6.52M +$2.48M +58,816 +64%
Bank of America
17
Bank of America
North Carolina
$5.76M -$12.8M -302,539 -69%
LPL Financial
18
LPL Financial
California
$5.53M +$57.2K +1,355 +1%
N
19
Natixis
France
$4.62M +$248K +5,888 +6%
SOAMC
20
Spirit of America Management Corp
New York
$4.37M
ACM
21
Advisors Capital Management
New Jersey
$4.3M -$37.1K -880 -0.9%
RJA
22
Raymond James & Associates
Florida
$3.96M +$211K +5,007 +6%
First Trust Advisors
23
First Trust Advisors
Illinois
$3.58M -$409K -9,680 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.08M +$104K +2,471 +4%
BC
25
Barnett & Company
Tennessee
$2.77M -$224K -5,300 -8%

SUN Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2022, worth a combined $749M — up 19% from $628M 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 19% 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.