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SunCoke Energy
SXC

187 hedge funds and large institutions have $981M invested in SunCoke Energy in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,992% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $835K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

20% more capital invested

Capital invested by funds: $817M → $981M (+$164M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

6% more funds holding

Funds holding: 176 → 187 (+11)

0.34% less ownership

Funds ownership: 84.57% → 84.23% (-0.34%)

Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
6.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
22
Increased
66
Reduced
54
Closed
10
Calls
$34.2M
Puts
$835K
Net Calls
+$33.3M
Net Calls Change
+$17.1M

Top Buyers

Rank Fund Capital Flow
1
BWCA
Brenner West Capital Advisors
New York
+$20.2M
2
HCM
Hawkeye Capital Management
Florida
+$9.92M
3
MC
MSF Capital
New York
+$9.51M
4
Millennium Management
Millennium Management
New York
+$8.07M
5
BFA
BlackRock Fund Advisors
California
+$6.11M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$48.4M
2
PWAM
Park West Asset Management
California
-$11.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$11M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$10.9M
5
State Street
State Street
Massachusetts
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$10.2M +$8.07M +507,361 +542%
MC
27
MSF Capital
New York
$10.2M +$9.51M +598,083 New
Wells Fargo
28
Wells Fargo
California
$9.16M -$242K -15,194 -3%
Norges Bank
29
Norges Bank
Norway
$9.07M – – –
Morgan Stanley
30
Morgan Stanley
New York
$9.02M +$4.52M +284,015 +115%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$8.94M -$866K -54,500 -9%
CCM
32
Corsair Capital Management
New York
$7M -$3.35M -210,849 -34%
Principal Financial Group
33
Principal Financial Group
Iowa
$6.86M +$195K +12,267 +3%
TCIM
34
TIAA CREF Investment Management
New York
$6.64M -$1.21M -76,021 -16%
Prudential Financial
35
Prudential Financial
New Jersey
$6.28M +$251K +15,762 +4%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$5.95M +$599K +37,680 +12%
Charles Schwab
37
Charles Schwab
California
$5.64M +$205K +12,919 +4%
CS
38
Credit Suisse
Switzerland
$5.2M +$265K +16,684 +6%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$5.16M +$146K +9,180 +3%
Goldman Sachs
40
Goldman Sachs
New York
$5.06M +$2.29M +144,217 +94%
RFC
41
Russell Frank Company
Washington
$4.78M +$4.02M +253,047 +893%
Ameriprise
42
Ameriprise
Minnesota
$4.76M -$1.24M -77,767 -22%
BIM
43
BlackRock Investment Management
Delaware
$4.76M +$21K +1,322 +0.5%
VanEck Associates
44
VanEck Associates
New York
$4.56M +$124K +7,803 +3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$4.13M +$129K +8,100 +3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$4.04M +$440K +27,700 +13%
MCP
47
Moab Capital Partners
New York
$3.92M +$159K +10,000 +5%
OCM
48
Oskie Capital Management
New York
$3.91M +$224K +14,100 +7%
Two Sigma Investments
49
Two Sigma Investments
New York
$3.82M -$920K -57,846 -20%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$3.81M -$11M -691,059 -76%
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SXC Hedge Fund Activity: Q3 2013 in Review

187 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2013, worth a combined $981M — up 20% from $817M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SXC positions and 10 closed out — a net gain of 12 holders — while 66 added to existing stakes and 54 trimmed.

The largest buyer was Brenner West Capital Advisors, adding an estimated $20.2M. The largest seller was Fidelity Investments, cutting an estimated $48.4M.

  • 187 institutional investors held SunCoke Energy (SXC) as of Q3 2013, up from 176 in Q2 2013.
  • Funds reported $981M of SunCoke Energy stock for Q3 2013, up 20% quarter-over-quarter.
  • 22 funds opened new SunCoke Energy positions in Q3 2013 and 10 closed out, a net change of +12 holders.
  • The largest SunCoke Energy buyer in Q3 2013 was Brenner West Capital Advisors, an estimated $20.2M added.
  • The largest SunCoke Energy seller in Q3 2013 was Fidelity Investments, an estimated $48.4M sold.

Based on aggregated 13F filings for Q3 2013.