SunCoke Energy
SXC
178 hedge funds and large institutions have $559M invested in SunCoke Energy in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 35 closing their positions.
61% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $963K
14% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 58
6.14% more ownership
Funds ownership: 90.94% → 97.08% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 196 → 178 (-18)
16% less capital invested
Capital invested by funds: $662M → $559M (-$103M)
34% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$80.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$29.4M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$19.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.78M |
| 5 |
GJL
Gendell Jeffrey L
|
+$9.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$9.56M |
| 2 |
SIM
Spark Investment Management
New York
|
-$5.15M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$4.79M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$3.63M |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$3.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
ProShare Advisors
Bethesda,
Maryland
| – | -$134K | -11,785 | Closed |
|
202
HSBC Holdings
London,
United Kingdom
| – | -$126K | -11,107 | Closed |
|
|
TDC
203
Thompson Davis & Co
Richmond,
Virginia
| – | -$101K | -8,923 | Closed |
|
204
Parallax Volatility Advisers
San Francisco,
California
| – | -$64.4K | -6,581 | Closed |
|
|
GI
205
Gradient Investments
Arden Hills,
Minnesota
| – | -$5K | -424 | Closed |
|
|
TRCT
206
Tower Research Capital (TRC)
New York
| – | -$3K | -307 | -85% |
|
|
LYV
207
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$2K | -198 | Closed |
|
|
UOTTAIMCU
208
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| – | -$2K | -136 | Closed |
|
|
GC
209
Globeflex Capital
San Diego,
California
| – | -$1K | -74 | Closed |
|
210
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -55 | Closed |
|
|
BCMIO
211
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$29 | +3 | New |
|
SXC Hedge Fund Activity: Q1 2017 in Review
178 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q1 2017, worth a combined $559M — down 16% from $662M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of SXC and 23 opened new positions — a net loss of 12 holders — while 58 trimmed existing stakes and 66 added.
The largest buyer was BlackRock, adding an estimated $80.4M. The largest seller was Mangrove Partners, cutting an estimated $9.56M.
- 178 institutional investors held SunCoke Energy (SXC) as of Q1 2017, down from 196 in Q4 2016.
- Funds reported $559M of SunCoke Energy stock for Q1 2017, down 16% quarter-over-quarter.
- 23 funds opened new SunCoke Energy positions in Q1 2017 and 35 closed out, a net change of -12 holders.
- The largest SunCoke Energy buyer in Q1 2017 was BlackRock, an estimated $80.4M added.
- The largest SunCoke Energy seller in Q1 2017 was Mangrove Partners, an estimated $9.56M sold.
Based on aggregated 13F filings for Q1 2017.