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186 hedge funds and large institutions have $940M invested in Sunoco in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $6.56M

62% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 42

22% more capital invested

Capital invested by funds: $772M → $940M (+$168M)

1.75% more ownership

Funds ownership: 21.09%22.84% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

1% less funds holding

Funds holding: 188186 (-2)

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% 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
19
Increased
68
Reduced
42
Closed
21
Calls
$39.4M
Puts
$6.56M
Net Calls
+$32.9M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$250M -$10.6M -233,733 -4%
Goldman Sachs
2
Goldman Sachs
New York
$129M +$2.88M +63,509 +2%
Blackstone Inc
3
Blackstone Inc
New York
$74M -$1.47M -32,311 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$67.8M +$5.56M +122,388 +10%
Morgan Stanley
5
Morgan Stanley
New York
$40.9M +$5M +110,156 +15%
BHC
6
Bowen Hanes & Co
Florida
$29.4M
ClearBridge Investments
7
ClearBridge Investments
New York
$26.7M -$109K -2,390 -0.4%
Jane Street
8
Jane Street
New York
$23.5M +$17.9M +393,487 +456%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$21M +$18.7M +411,759 +2,420%
Citigroup
10
Citigroup
New York
$19.6M +$1.39M +30,608 +8%
N
11
Natixis
France
$19.6M +$10.3M +227,600 +131%
MHI
12
Miller Howard Investments
New York
$17.2M +$5.75M +126,626 +56%
UBS Group
13
UBS Group
Switzerland
$15.7M -$381K -8,389 -3%
AAA
14
Adams Asset Advisors
Texas
$15.3M +$606K +13,345 +4%
Wells Fargo
15
Wells Fargo
California
$12.7M +$425K +9,358 +4%
BIM
16
Bridgecreek Investment Management
Oklahoma
$12.1M -$99.9K -2,200 -0.9%
Bank of America
17
Bank of America
North Carolina
$10.4M +$2.8M +61,542 +41%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9.6M -$70.5K -1,552 -0.8%
RIA
19
Recurrent Investment Advisors
Texas
$9.02M +$918K +20,206 +12%
IG
20
ING Group
Netherlands
$8.43M +$4.54M +100,000 +138%
LPL Financial
21
LPL Financial
California
$7.46M +$335K +7,383 +5%
Allianz Asset Management
22
Allianz Asset Management
Germany
$6.58M -$4.6M -101,265 -43%
SOAMC
23
Spirit of America Management Corp
New York
$5.11M
Osaic Holdings
24
Osaic Holdings
Arizona
$4.94M +$1.11M +24,530 +32%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$4.68M +$1.57M +34,609 +57%