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SunCoke Energy

218 hedge funds and large institutions have $660M invested in SunCoke Energy in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $244K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $572M → $660M (+$88.3M)

3% more funds holding

Funds holding: 211218 (+7)

1.67% more ownership

Funds ownership: 86.49%88.16% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
+7
Holders Change %
+3.32%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
70
Reduced
72
Closed
23
Calls
$1.06M
Puts
$244K
Net Calls
+$817K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.74M -$103K -11,267 -2%
Ameriprise
27
Ameriprise
Minnesota
$4.7M +$479K +52,464 +11%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.64M +$2.4M +262,255 +103%
Two Sigma Investments
29
Two Sigma Investments
New York
$4.5M +$708K +77,423 +18%
PAM
30
Panagora Asset Management
Massachusetts
$4.01M +$37.6K +4,114 +0.9%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$3.79M -$1.11K -122 -0%
GJL
32
Gendell Jeffrey L
$3.76M -$1.43M -156,203 -27%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$3.49M -$1.6K -175 -0%
Prudential Financial
34
Prudential Financial
New Jersey
$2.92M -$678K -74,190 -19%
Norges Bank
35
Norges Bank
Norway
$2.89M +$2.94M +322,000 New
CSS
36
Cubist Systematic Strategies
Connecticut
$2.78M -$505K -55,269 -15%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.47M +$122K +13,309 +5%
AG
38
Algert Global
California
$2.4M +$521K +57,025 +27%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.21M +$171K +18,688 +8%
Bank of America
40
Bank of America
North Carolina
$2.2M -$367K -40,120 -14%
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$2.04M -$173K -18,906 -8%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$1.99M +$28.5K +3,121 +1%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.82M -$20.6K -2,259 -1%
KWM
44
Kingsview Wealth Management
Oregon
$1.76M +$1.79M +195,584 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.71M +$462K +50,605 +36%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.62M -$195K -21,300 -11%
Victory Capital Management
47
Victory Capital Management
Texas
$1.51M -$2.41M -263,877 -61%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.47M +$1.21M +132,615 +422%
SG Americas Securities
49
SG Americas Securities
New York
$1.4M +$1.2M +131,634 +556%
Allianz Asset Management
50
Allianz Asset Management
Germany
$1.38M +$602K +65,851 +75%

SXC Hedge Fund Activity: Q1 2023 in Review

218 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q1 2023, worth a combined $660M — up 15% from $572M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SXC positions and 23 closed out — a net gain of 8 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $11.7M. The largest seller was Boundary Creek Advisors, exiting entirely with an estimated $11.9M sold.

  • 218 institutional investors held SunCoke Energy (SXC) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $660M of SunCoke Energy stock for Q1 2023, up 15% quarter-over-quarter.
  • 31 funds opened new SunCoke Energy positions in Q1 2023 and 23 closed out, a net change of +8 holders.
  • The largest SunCoke Energy buyer in Q1 2023 was Pacer Advisors, an estimated $11.7M added.
  • The largest SunCoke Energy seller in Q1 2023 was Boundary Creek Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2023.