We are live on ! Find out more

273 hedge funds and large institutions have $3.3B invested in Sunoco in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

224% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 34

161% more capital invested

Capital invested by funds: $1.26B → $3.3B (+$2.04B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more funds holding

Funds holding: 211273 (+62)

18.44% more ownership

Funds ownership: 24.79%43.22% (+18%)

46% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $49.3M

Holders
273
Holders Change
+62
Holders Change %
+29.38%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
85
Increased
110
Reduced
34
Closed
18
Calls
$26.5M
Puts
$49.3M
Net Calls
-$22.7M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
ALPS Advisors
Colorado
$1.06B +$498M +9,130,494 +94%
Invesco
2
Invesco
Georgia
$481M +$438M +8,037,218 +1,735%
Goldman Sachs
3
Goldman Sachs
New York
$379M +$246M +4,504,990 +205%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$232M +$224M +4,099,360 New
JP Morgan Chase
5
JP Morgan Chase
New York
$98.2M +$71.5M +1,311,249 +309%
Blackstone Inc
6
Blackstone Inc
New York
$90.8M +$23.3M +427,210 +36%
Morgan Stanley
7
Morgan Stanley
New York
$79.9M +$52.1M +956,313 +209%
TCA
8
Tortoise Capital Advisors
Kansas
$76.4M +$73.4M +1,346,258 +26,346%
ICA
9
Infrastructure Capital Advisors
New York
$59.7M +$54.2M +994,004 +1,625%
UBS Group
10
UBS Group
Switzerland
$55.3M +$23.5M +430,339 +79%
EIP
11
Energy Income Partners
Connecticut
$55.1M +$43.6M +800,120 +460%
ClearBridge Investments
12
ClearBridge Investments
New York
$39.6M +$24.4M +447,072 +177%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$39.4M +$36.9M +676,694 +3,238%
FI
14
Fractal Investments
Connecticut
$38M +$23.5M +430,682 +178%
RIA
15
Recurrent Investment Advisors
Texas
$37.8M +$25.3M +463,778 +226%
BHC
16
Bowen Hanes & Co
Florida
$33.9M
MHI
17
Miller Howard Investments
New York
$33M +$7.97M +146,152 +33%
AAA
18
Adams Asset Advisors
Texas
$32.3M +$14.1M +258,103 +82%
Wells Fargo
19
Wells Fargo
California
$29.3M +$5.42M +99,430 +24%
Bank of America
20
Bank of America
North Carolina
$28M +$21.2M +388,657 +363%
Citigroup
21
Citigroup
New York
$24.7M +$15.4M +282,010 +183%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$17.8M +$17.1M +314,295 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$15.7M +$4.53M +83,008 +43%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$15M +$13.1M +239,535 +945%
HIP
25
HUB Investment Partners
Texas
$13.7M +$190K +3,487 +1%