We are live on ! Find out more
SXC icon

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
ST
201
Smithfield Trust
Pennsylvania
$2K – – –
MAM
202
Meeder Asset Management
Ohio
$1.98K – – –
SPIA
203
Steward Partners Investment Advisory
New York
$1.51K +$19 +2 +1%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$1.31K – – –
ASN
205
Advisory Services Network
Georgia
$1.27K +$1.13K +118 New
FFA
206
Frazier Financial Advisors
Ohio
$1.1K +$972 +102 New
GRP
207
Global Retirement Partners
California
$1.08K – – –
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$977 – – –
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$580 – – –
FBC
210
Fairfield, Bush & Co
Connecticut
$444 +$391 +41 New
AWM
211
Abound Wealth Management
Tennessee
$301 +$267 +28 New
Group One Trading
212
Group One Trading
Illinois
$290 +$257 +27 New
LF
213
Lee Financial
Texas
$248 – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$172 -$3.34K -350 -96%
KFI
215
Key Financial Inc
Pennsylvania
$64 – – –
UB
216
UMB Bank
Missouri
$54 – – –
EGM
217
Engineers Gate Manager
New York
– -$1.5M -148,215 Closed
HF
218
HRT Financial
New York
– -$1.34M -132,010 Closed
CSS
219
Cubist Systematic Strategies
Connecticut
– -$1.33M -131,345 Closed
AP
220
Advisors Preferred
Maryland
– -$813K -82,170 Closed
TI
221
Trexquant Investment
Connecticut
– -$578K -56,902 Closed
SG Americas Securities
222
SG Americas Securities
New York
– -$497K -48,956 Closed
ZIM
223
Zacks Investment Management
Illinois
– -$358K -35,271 Closed
State of Wisconsin Investment Board
224
State of Wisconsin Investment Board
Wisconsin
– -$247K -24,311 Closed
ECM
225
ExodusPoint Capital Management
New York
– -$216K -21,273 Closed
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.