We are live on ! Find out more
SXC icon

SunCoke Energy

173 hedge funds and large institutions have $431M invested in SunCoke Energy in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $316M → $431M (+$116M)

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

0.05% more ownership

Funds ownership: 84.26%84.31% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 179173 (-6)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
58
Reduced
50
Closed
24
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Secor Capital Advisors
New York
$179K +$156K +22,305 New
CIP
102
Convergence Investment Partners
Florida
$173K +$151K +21,579 New
AG
103
Aperio Group
California
$172K +$32.5K +4,643 +28%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$167K -$144K -20,602 -50%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$156K
CGH
106
Crossmark Global Holdings
Texas
$155K +$119K +16,989 New
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$153K +$7.4K +1,056 +6%
SEI Investments
108
SEI Investments
Pennsylvania
$148K +$42.5K +6,061 +49%
PAM
109
Princeton Alpha Management
New Jersey
$145K -$180K -25,635 -59%
BlackRock
110
BlackRock
New York
$144K -$73.7K -10,512 -37%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$142K +$118K +16,849 +2,037%
SDIC
112
South Dakota Investment Council
South Dakota
$140K
IP
113
Isthmus Partners
Wisconsin
$137K -$1.84K -262 -1%
AIM
114
Acrospire Investment Management
Illinois
$135K +$25.9K +3,700 +28%
SGAM
115
Smith Group Asset Management
Texas
$130K +$2.94K +420 +3%
TI
116
Trexquant Investment
Connecticut
$122K +$107K +15,208 New
FIM
117
Freedom Investment Management
Connecticut
$121K +$1.57K +224 +2%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$114K +$1.68K +240 +2%
PA
119
Profund Advisors
Maryland
$112K -$50.3K -7,184 -34%
MSA
120
Mason Street Advisors
Wisconsin
$106K +$4.69K +669 +5%
SG Americas Securities
121
SG Americas Securities
New York
$91K +$79.2K +11,304 New
AP
122
Advisor Partners
California
$88K -$19.4K -2,771 -20%
Jane Street
123
Jane Street
New York
$84K +$73.1K +10,430 New
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$75.7K -$72.4K -10,328 -52%
UBS Group
125
UBS Group
Switzerland
$67K -$9.2K -1,313 -13%

SXC Hedge Fund Activity: Q3 2016 in Review

173 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2016, worth a combined $431M — up 37% from $316M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SXC and 18 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 58 added.

The largest buyer was State Street, adding an estimated $8.24M. The largest seller was Fidelity Investments, exiting entirely with an estimated $16M sold.

  • 173 institutional investors held SunCoke Energy (SXC) as of Q3 2016, down from 179 in Q2 2016.
  • Funds reported $431M of SunCoke Energy stock for Q3 2016, up 37% quarter-over-quarter.
  • 18 funds opened new SunCoke Energy positions in Q3 2016 and 24 closed out, a net change of -6 holders.
  • The largest SunCoke Energy buyer in Q3 2016 was State Street, an estimated $8.24M added.
  • The largest SunCoke Energy seller in Q3 2016 was Fidelity Investments, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2016.