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SunCoke Energy

228 hedge funds and large institutions have $881M invested in SunCoke Energy in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $1.15M

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $830M → $881M (+$51M)

6% more funds holding

Funds holding: 216228 (+12)

1.1% more ownership

Funds ownership: 92.28%93.38% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

Holders
228
Holders Change
+12
Holders Change %
+5.56%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
75
Reduced
82
Closed
21
Calls
$3.06M
Puts
$1.15M
Net Calls
+$1.92M
Net Calls Change
-$847K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
226
Key Financial Inc
Pennsylvania
$68
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$34 +$32 +3 New
AssetMark Inc
228
AssetMark Inc
California
$23 +$22 +2 New
Baird Financial Group
229
Baird Financial Group
Wisconsin
-$1.53M -142,301 Closed
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
-$1M -93,400 Closed
YMRC
231
Yorktown Management & Research Company
Virginia
-$521K -48,500 Closed
HCA
232
Harbor Capital Advisors
Illinois
-$402K -37,472 Closed
CIA
233
Concurrent Investment Advisors
Florida
-$382K -35,588 Closed
PAM
234
Panagora Asset Management
Massachusetts
-$341K -31,769 Closed
VA
235
Verdad Advisers
Massachusetts
-$258K -24,000 Closed
Man Group
236
Man Group
United Kingdom
-$251K -23,330 Closed
VEA
237
Virtus ETF Advisers
New York
-$224K -20,835 Closed
IWC
238
Integrated Wealth Concepts
Massachusetts
-$223K -20,801 Closed
XT
239
XTX Topco
Cayman Islands
-$216K -20,076 Closed
BHCM
240
Brevan Howard Capital Management
Jersey
-$176K -16,349 Closed
WG
241
Winton Group
United Kingdom
-$147K -13,651 Closed
GC
242
Guggenheim Capital
Illinois
-$120K -11,212 Closed
WIA
243
World Investment Advisors
California
-$108K -10,042 Closed
A
244
AJOVista
Massachusetts
-$76.9K -7,158 Closed
QL
245
Quarry LP
New York
-$8.7K -810 Closed
ASN
246
Advisory Services Network
Georgia
-$1.27K -118 Closed
FBC
247
Fairfield, Bush & Co
Connecticut
-$444 -41 Closed
Group One Trading
248
Group One Trading
Illinois
-$292 -27 Closed
LF
249
Lee Financial
Texas
-$248 -23 Closed

SXC Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q1 2024, worth a combined $881M — up 6.1% from $830M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SXC positions and 21 closed out — a net gain of 15 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $38.3M. The largest seller was Morgan Stanley, cutting an estimated $20.4M.

  • 228 institutional investors held SunCoke Energy (SXC) as of Q1 2024, up from 216 in Q4 2023.
  • Funds reported $881M of SunCoke Energy stock for Q1 2024, up 6.1% quarter-over-quarter.
  • 36 funds opened new SunCoke Energy positions in Q1 2024 and 21 closed out, a net change of +15 holders.
  • The largest SunCoke Energy buyer in Q1 2024 was First Trust Advisors, an estimated $38.3M added.
  • The largest SunCoke Energy seller in Q1 2024 was Morgan Stanley, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2024.