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188 hedge funds and large institutions have $772M invested in Sunoco in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

19% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $9.81M

4% more funds holding

Funds holding: 181188 (+7)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 21.15%21.09% (-0.06%)

1% less capital invested

Capital invested by funds: $783M → $772M (-$11M)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
53
Reduced
52
Closed
16
Calls
$11.7M
Puts
$9.81M
Net Calls
+$1.89M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$233M -$14.4M -326,366 -6%
Goldman Sachs
2
Goldman Sachs
New York
$112M +$2.45M +55,402 +2%
Blackstone Inc
3
Blackstone Inc
New York
$67.2M +$3.52M +79,527 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$55M -$1.73M -39,159 -3%
Morgan Stanley
5
Morgan Stanley
New York
$31.6M -$2.4M -54,134 -7%
BHC
6
Bowen Hanes & Co
Florida
$26.1M
ClearBridge Investments
7
ClearBridge Investments
New York
$23.9M -$45.6K -1,030 -0.2%
Citigroup
8
Citigroup
New York
$16.1M +$1.65M +37,283 +11%
UBS Group
9
UBS Group
Switzerland
$14.4M +$1.62M +36,590 +12%
AAA
10
Adams Asset Advisors
Texas
$13.1M
Wells Fargo
11
Wells Fargo
California
$10.9M +$271K +6,121 +3%
BIM
12
Bridgecreek Investment Management
Oklahoma
$10.9M -$304K -6,875 -3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$10.3M
MHI
14
Miller Howard Investments
New York
$9.76M +$9.92M +224,161 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.61M -$105K -2,378 -1%
N
16
Natixis
France
$7.56M +$3.2M +72,300 +71%
RIA
17
Recurrent Investment Advisors
Texas
$7.15M +$311K +7,036 +4%
Bank of America
18
Bank of America
North Carolina
$6.59M -$2.77M -62,673 -29%
LPL Financial
19
LPL Financial
California
$6.32M +$66.1K +1,494 +1%
SOAMC
20
Spirit of America Management Corp
New York
$4.55M
Jane Street
21
Jane Street
New York
$3.76M +$3.16M +71,462 +483%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.33M +$217K +4,902 +7%
IG
23
ING Group
Netherlands
$3.15M +$3.2M +72,300 New
RJA
24
Raymond James & Associates
Florida
$3.09M -$902K -20,385 -22%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.02M -$3.67K -83 -0.1%