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SunCoke Energy

187 hedge funds and large institutions have $981M invested in SunCoke Energy in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,992% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $835K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

20% more capital invested

Capital invested by funds: $817M → $981M (+$164M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 176187 (+11)

0.34% less ownership

Funds ownership: 84.57%84.23% (-0.34%)

Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
6.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
22
Increased
66
Reduced
54
Closed
10
Calls
$34.2M
Puts
$835K
Net Calls
+$33.3M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$3K +$1.69K +106 +230%
CFA
177
Carroll Financial Associates
North Carolina
$2K
GGPS
178
Gary Goldberg Planning Services
New York
$2K
MWP
179
MYCIO Wealth Partners
Pennsylvania
$2K
PFG
180
Piershale Financial Group
Illinois
$2K
DADC
181
D.A. Davidson & Co
Montana
$1K
HRIA
182
Haberer Registered Investment Advisor
Ohio
$1K
WTC
183
WhitTier Trust Company
Nevada
$1K
EFSCE
184
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$922 +58 New
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$905 -$9.49K -597 -1%
SM
186
Scoggin Management
New York
-$803K -50,500 Closed
First Trust Advisors
187
First Trust Advisors
Illinois
-$356K -25,389 Closed
MA
188
MUFG Americas
New York
-$238K -17,000 Closed
SIM
189
Strategic Investment Management
Virginia
-$141K -10,045 Closed
CCT
190
Capital City Trust
Florida
-$13K -911 Closed
IFWM
191
Institute for Wealth Management
Colorado
-$11K -795 Closed
HR
192
Howe & Rusling
New York
-$3K -238 Closed
HF
193
Hoxton Financial
West Virginia
-$2K -117 Closed
BC
194
Bartlett & Co
Ohio
-$1K -53 Closed
LTFS
195
Ladenburg Thalmann Financial Services
Florida
-$1K -41 Closed

SXC Hedge Fund Activity: Q3 2013 in Review

187 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2013, worth a combined $981M — up 20% from $817M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SXC positions and 10 closed out — a net gain of 12 holders — while 66 added to existing stakes and 54 trimmed.

The largest buyer was Brenner West Capital Advisors, adding an estimated $20.2M. The largest seller was Fidelity Investments, cutting an estimated $48.4M.

  • 187 institutional investors held SunCoke Energy (SXC) as of Q3 2013, up from 176 in Q2 2013.
  • Funds reported $981M of SunCoke Energy stock for Q3 2013, up 20% quarter-over-quarter.
  • 22 funds opened new SunCoke Energy positions in Q3 2013 and 10 closed out, a net change of +12 holders.
  • The largest SunCoke Energy buyer in Q3 2013 was Brenner West Capital Advisors, an estimated $20.2M added.
  • The largest SunCoke Energy seller in Q3 2013 was Fidelity Investments, an estimated $48.4M sold.

Based on aggregated 13F filings for Q3 2013.