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SunCoke Energy
SXC

216 hedge funds and large institutions have $830M invested in SunCoke Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $1.02M

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $753M → $830M (+$77.6M)

3.75% more ownership

Funds ownership: 88.53% → 92.28% (+3.8%)

1% more funds holding

Funds holding: 213 → 216 (+3)

16% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 82

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
69
Reduced
82
Closed
26
Calls
$3.79M
Puts
$1.02M
Net Calls
+$2.76M
Net Calls Change
+$1.92M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$19.4M
2
Morgan Stanley
Morgan Stanley
New York
+$18.2M
3
State Street
State Street
Massachusetts
+$6.91M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.34M
5
BlackRock
BlackRock
New York
+$4.15M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$6.43M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$5.93M
3
Millennium Management
Millennium Management
New York
-$5.38M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.34M
5
Invesco
Invesco
Georgia
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$43K -$153 -16 -0.4%
AA
177
Ancora Advisors
Ohio
$43K – – –
KBC Group
178
KBC Group
Belgium
$37K -$7.6K -797 -19%
CFB
179
Cullen/Frost Bankers
Texas
$33K -$248 -26 -0.8%
GI
180
GAMMA Investing
California
$30.7K +$28.6K +2,998 New
CCA
181
Catalyst Capital Advisors
New York
$30.4K -$1.59K -167 -6%
MRC
182
Millburn Ridgefield Corp
New York
$30.4K -$1.59K -167 -6%
VCM
183
Versant Capital Management
Arizona
$22.9K -$3.07K -322 -13%
NA
184
NewEdge Advisors
Louisiana
$21.5K – – –
EC
185
EntryPoint Capital
New York
$21.3K +$18.9K +1,986 New
AF
186
Allworth Financial
California
$21.2K +$124 +13 +0.7%
US Bancorp
187
US Bancorp
Minnesota
$18.5K -$1.37K -144 -8%
W
188
WealthCollab
Washington
$17.6K +$15.6K +1,636 New
Bessemer Group
189
Bessemer Group
New Jersey
$17K +$15.5K +1,623 New
QCG
190
Quadrant Capital Group
Ohio
$12.7K – – –
AIM
191
Anchor Investment Management
South Carolina
$11.7K +$114 +12 +1%
C
192
Covestor
United Kingdom
$11K -$1.44K -151 -13%
WAM
193
Wolverine Asset Management
Illinois
$10.7K +$9.53K +1,000 New
EWA
194
EverSource Wealth Advisors
Alabama
$9.63K +$1.21K +127 +16%
QL
195
Quarry LP
New York
$8.7K -$27K -2,835 -78%
LC
196
Lindbrook Capital
California
$7.58K – – –
SWM
197
Spire Wealth Management
Virginia
$6.25K -$114 -12 -2%
Mitsubishi UFJ Asset Management
198
Mitsubishi UFJ Asset Management
Japan
$4.19K – – –
FHA
199
First Horizon Advisors
Tennessee
$4.14K +$972 +102 +36%
BTI
200
Blue Trust Inc
Georgia
$2K – – –
6 7
8
9 10

SXC Hedge Fund Activity: Q4 2023 in Review

216 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q4 2023, worth a combined $830M — up 10% from $753M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SXC positions and 26 closed out — a net gain of 4 holders — while 69 added to existing stakes and 82 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $19.4M. The largest seller was Nuveen, cutting an estimated $6.43M.

  • 216 institutional investors held SunCoke Energy (SXC) as of Q4 2023, up from 213 in Q3 2023.
  • Funds reported $830M of SunCoke Energy stock for Q4 2023, up 10% quarter-over-quarter.
  • 30 funds opened new SunCoke Energy positions in Q4 2023 and 26 closed out, a net change of +4 holders.
  • The largest SunCoke Energy buyer in Q4 2023 was Pacer Advisors, an estimated $19.4M added.
  • The largest SunCoke Energy seller in Q4 2023 was Nuveen, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2023.