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211 hedge funds and large institutions have $1.26B invested in Sunoco in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

10% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $13.5M

1% more funds holding

Funds holding: 209211 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.01% less ownership

Funds ownership: 29.79%24.79% (-5%)

16% less capital invested

Capital invested by funds: $1.5B → $1.26B (-$240M)

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
63
Reduced
49
Closed
31
Calls
$14.8M
Puts
$13.5M
Net Calls
+$1.31M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$584M +$11.1M +183,538 +2%
Goldman Sachs
2
Goldman Sachs
New York
$132M -$42.9M -709,729 -24%
Blackstone Inc
3
Blackstone Inc
New York
$71.1M -$73.1M -1,208,685 -51%
BHC
4
Bowen Hanes & Co
Florida
$36.2M
UBS Group
5
UBS Group
Switzerland
$33M +$416K +6,883 +1%
Invesco
6
Invesco
Georgia
$27.9M -$46.2M -764,046 -62%
Morgan Stanley
7
Morgan Stanley
New York
$27.5M -$63.7M -1,053,198 -70%
MHI
8
Miller Howard Investments
New York
$26.4M +$1.07M +17,757 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$25.6M +$12.2M +202,320 +91%
Wells Fargo
10
Wells Fargo
California
$25.3M +$3.82M +63,179 +18%
AAA
11
Adams Asset Advisors
Texas
$18.9M
ClearBridge Investments
12
ClearBridge Investments
New York
$15.3M -$14.5M -239,174 -49%
FI
13
Fractal Investments
Connecticut
$14.6M
HIP
14
HUB Investment Partners
Texas
$14.4M -$71.5K -1,182 -0.5%
RIA
15
Recurrent Investment Advisors
Texas
$12.3M +$1.23M +20,379 +11%
Jennison Associates
16
Jennison Associates
New York
$12.2M -$3.26M -53,933 -21%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$11.7M +$41.7K +690 +0.4%
EIP
18
Energy Income Partners
Connecticut
$10.5M +$10.5M +174,055 New
LPL Financial
19
LPL Financial
California
$9.56M +$791K +13,074 +9%
Citigroup
20
Citigroup
New York
$9.28M -$4.11M -67,964 -31%
Bank of America
21
Bank of America
North Carolina
$6.46M +$195K +3,226 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.97M +$655K +10,835 +12%
RJA
23
Raymond James & Associates
Florida
$5.13M +$489K +8,087 +10%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.64M +$50.9K +841 +1%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$4.3M +$1.57M +25,992 +57%