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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
Truist Financial
101
Truist Financial
North Carolina
$496K
Creative Planning
102
Creative Planning
Kansas
$490K +$7.69K +712 +2%
SAG
103
SageView Advisory Group
California
$485K +$14.7K +1,357 New
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$468K -$4.32K -400 -1%
EGM
105
Engineers Gate Manager
New York
$463K +$444K +41,109 New
MIM
106
MetLife Investment Management
New Jersey
$462K -$41.1K -3,803 -8%
ETC
107
Exchange Traded Concepts
Oklahoma
$454K +$6.91K +640 +2%
GAM
108
Gotham Asset Management
New York
$436K -$36.3K -3,364 -8%
Wells Fargo
109
Wells Fargo
California
$432K +$38.8K +3,590 +10%
YCM
110
Yousif Capital Management
Michigan
$426K -$40.2K -3,720 -9%
VAM
111
Verity Asset Management
North Carolina
$414K +$397K +36,766 New
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$414K +$32 +3 +0%
RJA
113
Raymond James & Associates
Florida
$397K -$73.7K -6,823 -16%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$393K -$42.4K -3,924 -10%
Comerica Bank
115
Comerica Bank
Texas
$392K -$40.2K -3,720 -10%
PTC
116
Petrus Trust Company
Texas
$378K +$249K +23,032 +219%
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$378K -$352K -32,604 -49%
NYLIM
118
New York Life Investment Management
New York
$371K -$59.8K -5,533 -14%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$358K -$9.73K -901 -3%
SAM
120
Shell Asset Management
Netherlands
$342K -$38.5K -3,565 -9%
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$325K -$7.22K -669 -2%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$320K -$9.82K -909 -3%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$305K
CC
124
Centiva Capital
New York
$303K +$143K +13,263 +97%
CCIA
125
Campbell & Co Investment Adviser
Maryland
$302K +$29.4K +2,718 +11%

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.