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SunCoke Energy

218 hedge funds and large institutions have $660M invested in SunCoke Energy in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $244K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $572M → $660M (+$88.3M)

3% more funds holding

Funds holding: 211218 (+7)

1.67% more ownership

Funds ownership: 86.49%88.16% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
+7
Holders Change %
+3.32%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
70
Reduced
72
Closed
23
Calls
$1.06M
Puts
$244K
Net Calls
+$817K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Meeder Asset Management
Ohio
$1.65K
AAS
202
Ameritas Advisory Services
Nebraska
$1.53K +$1.7K +186 New
SPIA
203
Steward Partners Investment Advisory
New York
$1.22K
ASN
204
Advisory Services Network
Georgia
$1.06K
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$1K
PFG
206
Piershale Financial Group
Illinois
$952
BAM
207
Belpointe Asset Management
Nevada
$934
EAM
208
Eukles Asset Management
Ohio
$808
GRP
209
Global Retirement Partners
California
$793
FHA
210
First Horizon Advisors
Tennessee
$754 +$768 +84 New
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$485
ECM
212
Everence Capital Management
Indiana
$273
AWM
213
Accel Wealth Management
Iowa
$246 -$256 -28 -51%
LF
214
Lee Financial
Texas
$207
TF
215
TimeScale Financial
Massachusetts
$189
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$171 -$475 -52 -73%
KFI
217
Key Financial Inc
Pennsylvania
$54
UB
218
UMB Bank
Missouri
$45
BCA
219
Boundary Creek Advisors
New York
-$11.9M -1,380,213 Closed
Jane Street
220
Jane Street
New York
-$1.2M -138,490 Closed
Squarepoint
221
Squarepoint
New York
-$715K -82,804 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
-$695K -80,480 Closed
Adage Capital Partners
223
Adage Capital Partners
Massachusetts
-$647K -75,000 Closed
GCP
224
GSA Capital Partners
United Kingdom
-$521K -60,342 Closed
E
225
Ergoteles
New York
-$498K -57,759 Closed

SXC Hedge Fund Activity: Q1 2023 in Review

218 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q1 2023, worth a combined $660M — up 15% from $572M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SXC positions and 23 closed out — a net gain of 8 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $11.7M. The largest seller was Boundary Creek Advisors, exiting entirely with an estimated $11.9M sold.

  • 218 institutional investors held SunCoke Energy (SXC) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $660M of SunCoke Energy stock for Q1 2023, up 15% quarter-over-quarter.
  • 31 funds opened new SunCoke Energy positions in Q1 2023 and 23 closed out, a net change of +8 holders.
  • The largest SunCoke Energy buyer in Q1 2023 was Pacer Advisors, an estimated $11.7M added.
  • The largest SunCoke Energy seller in Q1 2023 was Boundary Creek Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2023.