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SunCoke Energy
SXC

167 hedge funds and large institutions have $633M invested in SunCoke Energy in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $554K | Put options by funds: $252K

13% more capital invested

Capital invested by funds: $559M → $633M (+$73.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

6% less funds holding

Funds holding: 178 → 167 (-11)

6.79% less ownership

Funds ownership: 97.08% → 90.29% (-6.8%)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
167
Holders Change
-11
Holders Change %
-6.18%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
57
Reduced
61
Closed
26
Calls
$554K
Puts
$252K
Net Calls
+$302K
Net Calls Change
-$282K

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$8.24M
2
N
Nuveen
North Carolina
+$7.54M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.41M
4
BCM
Bridgeway Capital Management
Texas
+$5.66M
5
Prudential Financial
Prudential Financial
New Jersey
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$17.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.77M
3
PAM
Panagora Asset Management
Massachusetts
-$4.58M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.93M
5
MP
Mangrove Partners
Connecticut
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$4K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$4K – – –
HT
153
Heritage Trust
Oklahoma
$3K – – –
MFW
154
Mosaic Family Wealth
Missouri
$3K – – –
JCM
155
Jacobi Capital Management
Pennsylvania
$2K – – –
ST
156
Smithfield Trust
Pennsylvania
$2K – – –
TWA
157
TCI Wealth Advisors
Arizona
$2K – – –
FMTCOCP
158
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.73K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$1K -$531 -58 -50%
ASN
160
Advisory Services Network
Georgia
$1K – – –
CFA
161
Carroll Financial Associates
North Carolina
$1K – – –
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$1K – – –
LWA
163
Lowe Wealth Advisors
Maryland
$1K – – –
QI
164
QS Investors
New York
$1K – – –
WAS
165
WESPAC Advisors SoCal
California
$1K – – –
IWM
166
IHT Wealth Management
Illinois
$831 +$2.73K +299 New
Allianz Asset Management
167
Allianz Asset Management
Germany
– -$17.8M -1,990,200 Closed
Lord, Abbett & Co
168
Lord, Abbett & Co
New Jersey
– -$3.93M -438,937 Closed
Citadel Advisors
169
Citadel Advisors
Florida
– -$3.45M -384,705 Closed
Nordea Investment Management
170
Nordea Investment Management
Sweden
– -$2.97M -331,900 Closed
BIM
171
Bogle Investment Management
Massachusetts
– -$2.93M -326,984 Closed
SIM
172
Spark Investment Management
New York
– -$2.51M -279,800 Closed
AIM
173
Alambic Investment Management
California
– -$616K -68,800 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$560K -62,522 Closed
QIM
175
Quantitative Investment Management
Virginia
– -$395K -44,100 Closed
4 5 6
7
8

SXC Hedge Fund Activity: Q2 2017 in Review

167 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q2 2017, worth a combined $633M — up 13% from $559M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SXC and 15 opened new positions — a net loss of 11 holders — while 61 trimmed existing stakes and 57 added.

The largest buyer was Boston Partners, adding an estimated $8.24M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $17.8M sold.

  • 167 institutional investors held SunCoke Energy (SXC) as of Q2 2017, down from 178 in Q1 2017.
  • Funds reported $633M of SunCoke Energy stock for Q2 2017, up 13% quarter-over-quarter.
  • 15 funds opened new SunCoke Energy positions in Q2 2017 and 26 closed out, a net change of -11 holders.
  • The largest SunCoke Energy buyer in Q2 2017 was Boston Partners, an estimated $8.24M added.
  • The largest SunCoke Energy seller in Q2 2017 was Allianz Asset Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2017.