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SunCoke Energy
SXC

196 hedge funds and large institutions have $1.4B invested in SunCoke Energy in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,198% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $737K

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

43% more capital invested

Capital invested by funds: $981M → $1.4B (+$419M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

5% more funds holding

Funds holding: 187 → 196 (+9)

4.01% more ownership

Funds ownership: 84.23% → 88.24% (+4%)

23% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 71

Holders
196
Holders Change
+9
Holders Change %
+4.81%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
28
Increased
55
Reduced
71
Closed
19
Calls
$46.4M
Puts
$737K
Net Calls
+$45.7M
Net Calls Change
+$12.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$34.3M
2
TAM
Third Avenue Management
New York
+$25.4M
3
LCM
Lonestar Capital Management
California
+$15M
4
PAM
Panagora Asset Management
Massachusetts
+$12.2M
5
BWCA
Brenner West Capital Advisors
New York
+$10.8M

Top Sellers

1
PWAM
Park West Asset Management
California
-$17.2M
2
SC
Samlyn Capital
New York
-$12.8M
3
DP
DW Partners
New York
-$12.4M
4
KCM
Kingstown Capital Management
New York
-$12.4M
5
CC
Carlson Capital
Texas
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$93.9M +$2.05M +99,274 +2%
BFA
2
BlackRock Fund Advisors
California
$87.9M +$1.63M +78,925 +2%
JCI
3
Jet Capital Investors
New York
$85.3M +$1.41M +68,278 +2%
BWCA
4
Brenner West Capital Advisors
New York
$84.4M +$10.8M +525,718 +17%
State Street
5
State Street
Massachusetts
$60.6M +$10.8M +522,289 +24%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$45.6M +$6.54M +316,963 +19%
KCM
7
Kingstown Capital Management
New York
$45.6M -$12.4M -600,000 -23%
Goldman Sachs
8
Goldman Sachs
New York
$44.7M +$34.3M +1,662,840 +559%
BIT
9
BlackRock Institutional Trust
California
$44.1M -$802K -38,847 -2%
HCM
10
Hawkeye Capital Management
Florida
$35.5M – – –
PWAM
11
Park West Asset Management
California
$34.1M -$17.2M -831,748 -36%
ICM
12
Indaba Capital Management
California
$31.5M +$28.5M +1,382,080 New
MVM
13
McClain Value Management
Connecticut
$30.1M -$1.37M -66,466 -5%
Deutsche Bank
14
Deutsche Bank
Germany
$29.8M +$91K +4,411 +0.3%
SC
15
Samlyn Capital
New York
$28.2M -$12.8M -622,438 -33%
TAM
16
Third Avenue Management
New York
$28M +$25.4M +1,228,631 New
BAMCO Inc
17
BAMCO Inc
New York
$23.2M +$97K +4,700 +0.5%
RCM
18
Redwood Capital Management
New York
$23.1M – – –
Northern Trust
19
Northern Trust
Illinois
$22.4M -$338K -16,363 -2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$20.2M -$11.8M -574,123 -39%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$20.1M +$2.01M +97,479 +12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.3M -$423K -20,512 -2%
GC
23
Guggenheim Capital
Illinois
$18M -$6.06M -293,713 -27%
PAM
24
Panagora Asset Management
Massachusetts
$17.9M +$12.2M +592,153 +310%
JP Morgan Chase
25
JP Morgan Chase
New York
$16.7M +$2.71M +131,383 +22%
1
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SXC Hedge Fund Activity: Q4 2013 in Review

196 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q4 2013, worth a combined $1.4B — up 43% from $981M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SXC positions and 19 closed out — a net gain of 9 holders — while 55 added to existing stakes and 71 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $34.3M. The largest seller was Park West Asset Management, cutting an estimated $17.2M.

  • 196 institutional investors held SunCoke Energy (SXC) as of Q4 2013, up from 187 in Q3 2013.
  • Funds reported $1.4B of SunCoke Energy stock for Q4 2013, up 43% quarter-over-quarter.
  • 28 funds opened new SunCoke Energy positions in Q4 2013 and 19 closed out, a net change of +9 holders.
  • The largest SunCoke Energy buyer in Q4 2013 was Goldman Sachs, an estimated $34.3M added.
  • The largest SunCoke Energy seller in Q4 2013 was Park West Asset Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2013.