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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.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $9.99M

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

2% more funds holding

Funds holding: 178181 (+3)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

5% more capital invested

Capital invested by funds: $749M → $783M (+$34.4M)

0.43% more ownership

Funds ownership: 20.73%21.15% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.88%
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
$9.99M
Net Calls
+$8.47M
Net Calls Change
+$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$249M -$84.4M -1,872,500 -25%
Goldman Sachs
2
Goldman Sachs
New York
$110M +$44M +977,307 +64%
Blackstone Inc
3
Blackstone Inc
New York
$64.3M +$65.3M +1,448,940 +9,660%
JP Morgan Chase
4
JP Morgan Chase
New York
$57.1M -$2.37M -52,696 -4%
Morgan Stanley
5
Morgan Stanley
New York
$34.3M -$2.11M -46,737 -6%
BHC
6
Bowen Hanes & Co
Florida
$26.3M
ClearBridge Investments
7
ClearBridge Investments
New York
$24.1M
Citigroup
8
Citigroup
New York
$14.6M +$101K +2,232 +0.7%
AAA
9
Adams Asset Advisors
Texas
$13.2M
UBS Group
10
UBS Group
Switzerland
$12.9M -$1.37M -30,298 -9%
BIM
11
Bridgecreek Investment Management
Oklahoma
$11.3M -$140K -3,100 -1%
Wells Fargo
12
Wells Fargo
California
$10.7M +$21.5K +476 +0.2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$10.3M -$5.5M -122,000 -34%
Bank of America
14
Bank of America
North Carolina
$9.4M +$3.62M +80,360 +60%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.78M +$328K +7,273 +4%
RIA
16
Recurrent Investment Advisors
Texas
$6.89M +$261K +5,795 +4%
EWA
17
EP Wealth Advisors
California
$6.85M +$2.71M +60,115 +1,122%
LPL Financial
18
LPL Financial
California
$6.3M +$688K +15,255 +12%
Citadel Advisors
19
Citadel Advisors
Florida
$5.49M +$5.46M +121,038 +3,028%
SOAMC
20
Spirit of America Management Corp
New York
$4.59M +$135K +3,000 +3%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$4.49M -$2.69M -59,643 -37%
N
22
Natixis
France
$4.44M -$266K -5,909 -6%
VFA
23
Valeo Financial Advisors
Indiana
$4.37M +$4.49M +99,644 New
RJA
24
Raymond James & Associates
Florida
$4.01M -$24.6K -546 -0.6%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.14M -$1.4K -31 -0%

SUN Hedge Fund Activity: Q1 2023 in Review

181 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q1 2023, worth a combined $783M — up 4.6% from $749M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SUN positions and 23 closed out — a net gain of 5 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $65.3M. The largest seller was Invesco, cutting an estimated $84.4M.

  • 181 institutional investors held Sunoco (SUN) as of Q1 2023, up from 178 in Q4 2022.
  • Funds reported $783M of Sunoco stock for Q1 2023, up 4.6% quarter-over-quarter.
  • 28 funds opened new Sunoco positions in Q1 2023 and 23 closed out, a net change of +5 holders.
  • The largest Sunoco buyer in Q1 2023 was Blackstone Inc, an estimated $65.3M added.
  • The largest Sunoco seller in Q1 2023 was Invesco, an estimated $84.4M sold.

Based on aggregated 13F filings for Q1 2023.