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Sunoco
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Overview Fund Activity

181 hedge funds and large institutions have $783M invested in Sunoco in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
53
Reduced
49
Closed
23
Calls
$18.5M
Puts
$10M
Net Calls
+$8.47M
Net Calls Change
+$3.64M

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$64.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
EWA
3
EP Wealth Advisors
California
$6.85M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.49M
5
VFA
5
Valeo Financial Advisors
Indiana
$4.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$249M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$10.3M
3
ACM
3
Advisors Capital Management
New Jersey
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.49M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$249M 5,664,610 -1,872,500 -25%
Goldman Sachs
2
Goldman Sachs
New York
$110M 2,509,949 +977,307 +64%
Blackstone Inc
3
Blackstone Inc
New York
$64.3M 1,463,940 +1,448,940 +9,660%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$57.1M 1,301,536 -52,696 -4%
Morgan Stanley
5
Morgan Stanley
New York
$34.3M 780,531 -46,737 -6%
BHC
6
Bowen Hanes & Co
Florida
$26.3M 600,000 – –
ClearBridge Investments
7
ClearBridge Investments
New York
$24.1M 549,300 – –
Citigroup
8
Citigroup
New York
$14.6M 333,258 +2,232 +0.7%
AAA
9
Adams Asset Advisors
Texas
$13.2M 300,090 – –
UBS Group
10
UBS Group
Switzerland
$12.9M 293,266 -30,298 -9%
BIM
11
Bridgecreek Investment Management
Oklahoma
$11.3M 256,825 -3,100 -1%
Wells Fargo
12
Wells Fargo
California
$10.7M 243,953 +476 +0.2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$10.3M 235,705 -122,000 -34%
Bank of America
14
Bank of America
North Carolina
$9.4M 214,061 +80,360 +60%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.78M 200,080 +7,273 +4%
RIA
16
Recurrent Investment Advisors
Texas
$6.89M 157,066 +5,795 +4%
EWA
17
EP Wealth Advisors
California
$6.85M 65,471 +60,115 +1,122%
LPL Financial
18
LPL Financial
California
$6.3M 143,552 +15,255 +12%
Citadel Advisors
19
Citadel Advisors
Florida
$5.49M 125,035 +121,038 +3,028%
SOAMC
20
Spirit of America Management Corp
New York
$4.59M 104,474 +3,000 +3%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$4.49M 102,373 -59,643 -37%
N
22
Natixis
France
$4.44M 101,200 -5,909 -6%
VFA
23
Valeo Financial Advisors
Indiana
$4.37M 99,644 +99,644 New
RJA
24
Raymond James & Associates
Florida
$4.01M 91,369 -546 -0.6%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.14M 71,435 -31 -0%
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