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SunCoke Energy
SXC

192 hedge funds and large institutions have $689M invested in SunCoke Energy in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

363% more call options, than puts

Call options by funds: $805K | Put options by funds: $174K

29% more capital invested

Capital invested by funds: $535M → $689M (+$154M)

19% more funds holding

Funds holding: 162 → 192 (+30)

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

1.69% less ownership

Funds ownership: 90.96% → 89.27% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
192
Holders Change
+30
Holders Change %
+18.52%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
62
Reduced
58
Closed
7
Calls
$805K
Puts
$174K
Net Calls
+$631K
Net Calls Change
+$400K

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$11M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.51M
3
Morgan Stanley
Morgan Stanley
New York
+$3.93M
4
MWNA
Marshall Wace North America
New York
+$2.99M
5
Goldman Sachs
Goldman Sachs
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
MP
Mangrove Partners
Connecticut
-$35M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.52M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.3M
4
State Street
State Street
Massachusetts
-$3.45M
5
JCG
JHL Capital Group
Illinois
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$17K – – –
RA
152
Royce & Associates
New York
$13K -$1.96K -182 -14%
GAM
153
Gemmer Asset Management
California
$13K – – –
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$11K -$52K -4,818 -83%
Federated Hermes
155
Federated Hermes
Pennsylvania
$9K +$7.92K +735 New
First Manhattan
156
First Manhattan
New York
$7K – – –
FANJ
157
Financial Architects (New Jersey)
New Jersey
$6K -$16.2K -1,500 -75%
MAM
158
Meeder Asset Management
Ohio
$6K -$388 -36 -6%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$6K – – –
RWA
160
Ropes Wealth Advisors
Massachusetts
$5K – – –
APA
161
American Portfolios Advisors
New York
$4.24K +$3.82K +354 New
MA
162
MUFG Americas
New York
$4K -$1.94K -180 -38%
IWM
163
IHT Wealth Management
Illinois
$4K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$4K – – –
ASN
165
Advisory Services Network
Georgia
$4K +$2.16K +200 +189%
QI
166
QS Investors
New York
$4K +$3.01K +279 +607%
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.59K +333 New
HT
168
Heritage Trust
Oklahoma
$3K – – –
JCM
169
Jacobi Capital Management
Pennsylvania
$3K – – –
ST
170
Smithfield Trust
Pennsylvania
$3K – – –
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$3K +$2.29K +212 New
CB
172
Community Bank
New York
$3K +$2.35K +218 New
RFC
173
Regions Financial Corp
Alabama
$3K +$2.5K +232 New
GFP
174
Gryphon Financial Partners
Ohio
$3K +$2.7K +250 New
IA
175
IFP Advisors
Florida
$2K -$5.6K -519 -78%
4 5 6
7
8

SXC Hedge Fund Activity: Q4 2017 in Review

192 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q4 2017, worth a combined $689M — up 29% from $535M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SXC positions and 7 closed out — a net gain of 30 holders — while 62 added to existing stakes and 58 trimmed.

The largest buyer was Boston Partners, adding an estimated $11M. The largest seller was Mangrove Partners, cutting an estimated $35M.

  • 192 institutional investors held SunCoke Energy (SXC) as of Q4 2017, up from 162 in Q3 2017.
  • Funds reported $689M of SunCoke Energy stock for Q4 2017, up 29% quarter-over-quarter.
  • 37 funds opened new SunCoke Energy positions in Q4 2017 and 7 closed out, a net change of +30 holders.
  • The largest SunCoke Energy buyer in Q4 2017 was Boston Partners, an estimated $11M added.
  • The largest SunCoke Energy seller in Q4 2017 was Mangrove Partners, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2017.