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SunCoke Energy

182 hedge funds and large institutions have $456M invested in SunCoke Energy in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $417M → $456M (+$38.7M)

8% more funds holding

Funds holding: 169182 (+13)

2.54% more ownership

Funds ownership: 80.86%83.4% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 60

38% less call options, than puts

Call options by funds: $431K | Put options by funds: $691K

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
62
Reduced
60
Closed
21
Calls
$431K
Puts
$691K
Net Calls
-$260K
Net Calls Change
-$983K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
151
Group One Trading
Illinois
$17K -$73.6K -11,100 -81%
VCM
152
Versant Capital Management
Arizona
$17K
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$13K -$822 -124 -6%
BFC
154
Bedel Financial Consulting
Indiana
$8K
IRC
155
Investors Research Corp
Georgia
$8K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$7K -$20 -3 -0.3%
AIM
157
Anchor Investment Management
South Carolina
$6.76K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.99K +904 New
EWA
159
EverSource Wealth Advisors
Alabama
$6K +$6.13K +924 New
US Bancorp
160
US Bancorp
Minnesota
$5K -$5.36K -808 -51%
FHA
161
First Horizon Advisors
Tennessee
$4K
TWA
162
TCI Wealth Advisors
Arizona
$4K +$1.16K +175 +46%
APA
163
American Portfolios Advisors
New York
$2.33K
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$2K -$4.56K -688 -68%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$2K -$146 -22 -6%
LF
166
Lee Financial
Texas
$2K
SPIA
167
Steward Partners Investment Advisory
New York
$2K
STCOSD
168
Sageworth Trust Company of South Dakota
South Dakota
$2K +$1.74K +262 New
AWA
169
Amplius Wealth Advisors
Pennsylvania
$2K +$2.81K +424 New
ST
170
Sageworth Trust
Pennsylvania
$1K -$1.76K -266 -77%
CB
171
Community Bank
New York
$1K
EAM
172
Eukles Asset Management
Ohio
$1K
ST
173
Smithfield Trust
Pennsylvania
$1K
AWM
174
Accel Wealth Management
Iowa
$1K +$7 +1 +0.9%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$1K +$809 +122 New

SXC Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q4 2021, worth a combined $456M — up 9.3% from $417M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SXC positions and 21 closed out — a net gain of 13 holders — while 62 added to existing stakes and 60 trimmed.

The largest buyer was Boundary Creek Advisors, adding an estimated $7.63M. The largest seller was Contrarius Investment Management, exiting entirely with an estimated $7.28M sold.

  • 182 institutional investors held SunCoke Energy (SXC) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $456M of SunCoke Energy stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 34 funds opened new SunCoke Energy positions in Q4 2021 and 21 closed out, a net change of +13 holders.
  • The largest SunCoke Energy buyer in Q4 2021 was Boundary Creek Advisors, an estimated $7.63M added.
  • The largest SunCoke Energy seller in Q4 2021 was Contrarius Investment Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q4 2021.