Sunoco
268 hedge funds and large institutions have $3.11B invested in Sunoco in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 29 closing their positions.
1.9% more ownership
Funds ownership: 42.52% → 44.43% (+1.9%)
8% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 76
0% more capital invested
Capital invested by funds: $3.1B → $3.11B (+$4.15M)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
2% less funds holding
Funds holding: 274 → 268 (-6)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
70% less call options, than puts
Call options by funds: $11.1M | Put options by funds: $37.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$77.7M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$37.4M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
+$18.8M |
| 4 |
Morgan Stanley
New York
|
+$16.7M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$13M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$12M |
| 3 |
Goldman Sachs
New York
|
-$10.6M |
| 4 |
Citigroup
New York
|
-$10.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.38M |
SUN Hedge Fund Activity: Q4 2024 in Review
268 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Sunoco (SUN) for Q4 2024, worth a combined $3.11B — up 0.13% from $3.1B a quarter earlier.
Fund positioning in SUN was balanced in Q4 2024: 29 funds opened new positions, 29 closed out, 82 added to existing stakes and 76 trimmed.
The largest buyer was ALPS Advisors, adding an estimated $77.7M. The largest seller was HRT Financial, cutting an estimated $13M.
- 268 institutional investors held Sunoco (SUN) as of Q4 2024, down from 274 in Q3 2024.
- Funds reported $3.11B of Sunoco stock for Q4 2024, up 0.13% quarter-over-quarter.
- 29 funds opened new Sunoco positions in Q4 2024 and 29 closed out, a net change of 0 holders.
- The largest Sunoco buyer in Q4 2024 was ALPS Advisors, an estimated $77.7M added.
- The largest Sunoco seller in Q4 2024 was HRT Financial, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2024.