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SunCoke Energy

198 hedge funds and large institutions have $674M invested in SunCoke Energy in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 56

0.01% more ownership

Funds ownership: 89.54%89.55% (+0.01%)

7% less funds holding

Funds holding: 214198 (-16)

13% less capital invested

Capital invested by funds: $776M → $674M (-$102M)

41% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 32

58% less call options, than puts

Call options by funds: $474K | Put options by funds: $1.12M

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
73
Reduced
56
Closed
32
Calls
$474K
Puts
$1.12M
Net Calls
-$644K
Net Calls Change
-$704K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
176
Jacobi Capital Management
Pennsylvania
$2K
ST
177
Smithfield Trust
Pennsylvania
$2K
TWA
178
TCI Wealth Advisors
Arizona
$2K
WSTAM
179
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$1.7K +143 New
RCAG
180
Rehmann Capital Advisory Group
Michigan
$1.51K
Group One Trading
181
Group One Trading
Illinois
$1K -$61.8K -5,203 -98%
JA
182
JOYN Advisors
Georgia
$1K -$14.5K -1,217 -95%
FMTCOCP
183
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K -$939 -79 -50%
AssetMark Inc
184
AssetMark Inc
California
$1K -$119 -10 -10%
ASN
185
Advisory Services Network
Georgia
$1K
CFA
186
Carroll Financial Associates
North Carolina
$1K
LWA
187
Lowe Wealth Advisors
Maryland
$1K
OC
188
Oakworth Capital
Alabama
$1K
S
189
SignatureFD
Georgia
$1K
FGAM
190
Financial Gravity Asset Management
Texas
$1K +$119 +10 +11%
DWM
191
Destination Wealth Management
California
$1K +$915 +77 New
MWNA
192
Marshall Wace North America
New York
-$8.76M -653,598 Closed
AL
193
AJO LP
Pennsylvania
-$1.85M -138,408 Closed
SCM
194
Sterling Capital Management
North Carolina
-$1.79M -133,252 Closed
BIM
195
Bogle Investment Management
Massachusetts
-$1.5M -111,686 Closed
TCM
196
Teza Capital Management
Illinois
-$1M -74,750 Closed
USAA
197
United Services Automobile Association
Texas
-$902K -67,313 Closed
AA
198
ALPS Advisors
Colorado
-$837K -62,467 Closed
EGM
199
Engineers Gate Manager
New York
-$691K -51,580 Closed
SCA
200
Secor Capital Advisors
New York
-$592K -44,206 Closed

SXC Hedge Fund Activity: Q3 2018 in Review

198 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2018, worth a combined $674M — down 13% from $776M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SXC and 19 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 73 added.

The largest buyer was Renaissance Technologies, adding an estimated $7M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $8.76M sold.

  • 198 institutional investors held SunCoke Energy (SXC) as of Q3 2018, down from 214 in Q2 2018.
  • Funds reported $674M of SunCoke Energy stock for Q3 2018, down 13% quarter-over-quarter.
  • 19 funds opened new SunCoke Energy positions in Q3 2018 and 32 closed out, a net change of -13 holders.
  • The largest SunCoke Energy buyer in Q3 2018 was Renaissance Technologies, an estimated $7M added.
  • The largest SunCoke Energy seller in Q3 2018 was Marshall Wace North America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q3 2018.