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Sunoco
SUN

209 hedge funds and large institutions have $1.46B invested in Sunoco in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $15.8M

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

55% more capital invested

Capital invested by funds: $940M → $1.46B (+$516M)

12% more funds holding

Funds holding: 186 → 209 (+23)

6.05% more ownership

Funds ownership: 22.84% → 28.9% (+6.1%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

Holders
209
Holders Change
+23
Holders Change %
+12.37%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
44
Increased
54
Reduced
58
Closed
20
Calls
$40.5M
Puts
$15.8M
Net Calls
+$24.7M
Net Calls Change
-$8.17M

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$505M
2
Blackstone Inc
Blackstone Inc
New York
+$46.6M
3
Goldman Sachs
Goldman Sachs
New York
+$14.7M
4
Jennison Associates
Jennison Associates
New York
+$13.7M
5
HIP
HUB Investment Partners
Texas
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$206M
2
JP Morgan Chase
JP Morgan Chase
New York
-$61.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$20M
4
N
Natixis
France
-$19.6M
5
Citigroup
Citigroup
New York
-$9.53M

SUN Hedge Fund Activity: Q4 2023 in Review

209 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2023, worth a combined $1.46B — up 55% from $940M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SUN positions and 20 closed out — a net gain of 24 holders — while 54 added to existing stakes and 58 trimmed.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $505M. The largest seller was Invesco, cutting an estimated $206M.

  • 209 institutional investors held Sunoco (SUN) as of Q4 2023, up from 186 in Q3 2023.
  • Funds reported $1.46B of Sunoco stock for Q4 2023, up 55% quarter-over-quarter.
  • 44 funds opened new Sunoco positions in Q4 2023 and 20 closed out, a net change of +24 holders.
  • The largest Sunoco buyer in Q4 2023 was ALPS Advisors, an estimated $505M added.
  • The largest Sunoco seller in Q4 2023 was Invesco, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2023.