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SunCoke Energy

179 hedge funds and large institutions have $316M invested in SunCoke Energy in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,851% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $74K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

10% more funds holding

Funds holding: 162179 (+17)

0.83% more ownership

Funds ownership: 83.43%84.26% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $345M → $316M (-$29.6M)

Holders
179
Holders Change
+17
Holders Change %
+10.49%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
60
Reduced
45
Closed
13
Calls
$2.92M
Puts
$74K
Net Calls
+$2.85M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
1
Mangrove Partners
Connecticut
$44.4M
BFA
2
BlackRock Fund Advisors
California
$25.4M +$1.94M +307,181 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.1M +$4.37M +692,616 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.5M -$33.2K -5,264 -0.1%
KCM
5
Kingstown Capital Management
New York
$20.4M -$14.2M -2,250,000 -39%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$16.7M +$1.49M +236,587 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$16M -$678K -107,383 -4%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.9M +$958K +151,815 +9%
BIT
9
BlackRock Institutional Trust
California
$10.1M +$622K +98,593 +6%
Morgan Stanley
10
Morgan Stanley
New York
$9.52M -$1.06M -167,720 -9%
State Street
11
State Street
Massachusetts
$8.18M +$19.3K +3,055 +0.2%
Invesco
12
Invesco
Georgia
$4.65M +$3.25M +515,502 +182%
Northern Trust
13
Northern Trust
Illinois
$4.51M -$314K -49,766 -6%
PPA
14
Parametric Portfolio Associates
Washington
$4.25M +$553K +87,603 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.11M -$378K -59,960 -8%
PAM
16
Panagora Asset Management
Massachusetts
$4.11M +$4.2M +665,910 +1,675%
Charles Schwab
17
Charles Schwab
California
$3.67M +$200K +31,646 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$3.6M -$675K -107,004 -15%
GJL
19
Gendell Jeffrey L
$3.2M +$880K +139,429 +34%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$3.13M +$290K +46,000 +9%
NCM
21
Nantahala Capital Management
Connecticut
$2.7M -$2.6M -411,600 -47%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.69M +$75.3K +11,929 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$2.69M +$201K +31,800 +7%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.66M +$1.99M +315,778 +223%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.54M +$917K +145,308 +50%

SXC Hedge Fund Activity: Q2 2016 in Review

179 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q2 2016, worth a combined $316M — down 8.6% from $345M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SXC positions and 13 closed out — a net gain of 18 holders — while 60 added to existing stakes and 45 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.37M. The largest seller was Kingstown Capital Management, cutting an estimated $14.2M.

  • 179 institutional investors held SunCoke Energy (SXC) as of Q2 2016, up from 162 in Q1 2016.
  • Funds reported $316M of SunCoke Energy stock for Q2 2016, down 8.6% quarter-over-quarter.
  • 31 funds opened new SunCoke Energy positions in Q2 2016 and 13 closed out, a net change of +18 holders.
  • The largest SunCoke Energy buyer in Q2 2016 was Dimensional Fund Advisors, an estimated $4.37M added.
  • The largest SunCoke Energy seller in Q2 2016 was Kingstown Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2016.