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SunCoke Energy

196 hedge funds and large institutions have $662M invested in SunCoke Energy in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $444K

137% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 43

54% more capital invested

Capital invested by funds: $431M → $662M (+$231M)

13% more funds holding

Funds holding: 173196 (+23)

6.63% more ownership

Funds ownership: 84.31%90.94% (+6.6%)

Holders
196
Holders Change
+23
Holders Change %
+13.29%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
45
Increased
75
Reduced
43
Closed
19
Calls
$1.93M
Puts
$444K
Net Calls
+$1.49M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
MP
1
Mangrove Partners
Connecticut
$92.2M
BFA
2
BlackRock Fund Advisors
California
$61.1M +$7.04M +662,421 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56.8M +$2.97M +279,430 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.7M -$5.4M -507,912 -12%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$33M +$2.35M +221,370 +8%
Renaissance Technologies
6
Renaissance Technologies
New York
$32.4M +$5.9M +555,689 +24%
State Street
7
State Street
Massachusetts
$29.7M +$394K +37,072 +1%
BIT
8
BlackRock Institutional Trust
California
$19.8M +$280K +26,341 +2%
GJL
9
Gendell Jeffrey L
$11.2M +$537K +50,549 +5%
Deutsche Bank
10
Deutsche Bank
Germany
$11M +$4.55M +428,623 +80%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.25M +$1.14M +106,993 +15%
SIM
12
Spark Investment Management
New York
$9.13M +$5.57M +524,400 +186%
PAM
13
Panagora Asset Management
Massachusetts
$8.85M +$921K +86,700 +13%
Invesco
14
Invesco
Georgia
$8.74M +$3.91M +368,237 +91%
AQR Capital Management
15
AQR Capital Management
Connecticut
$8.65M +$2.15M +202,171 +36%
Northern Trust
16
Northern Trust
Illinois
$8.57M -$421K -39,664 -5%
Charles Schwab
17
Charles Schwab
California
$8.17M +$619K +58,217 +9%
Goldman Sachs
18
Goldman Sachs
New York
$8.16M +$7.2M +677,470 +1,605%
Two Sigma Investments
19
Two Sigma Investments
New York
$8.11M +$5.44M +511,718 +252%
BIM
20
Bogle Investment Management
Massachusetts
$7.91M +$3.61M +339,489 +95%
Wells Fargo
21
Wells Fargo
California
$7.44M +$5.71M +537,419 +453%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$7.02M +$3.13M +294,469 +91%
CCMH
23
Cornerstone Capital Management Holdings
New York
$6.67M +$3.25M +306,000 +108%
CAM
24
ClariVest Asset Management
California
$6.26M +$1.33M +125,269 +29%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$5.94M +$952K +89,550 +21%

SXC Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q4 2016, worth a combined $662M — up 54% from $431M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SXC positions and 19 closed out — a net gain of 26 holders — while 75 added to existing stakes and 43 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.2M. The largest seller was Kingstown Capital Management, exiting entirely with an estimated $20.1M sold.

  • 196 institutional investors held SunCoke Energy (SXC) as of Q4 2016, up from 173 in Q3 2016.
  • Funds reported $662M of SunCoke Energy stock for Q4 2016, up 54% quarter-over-quarter.
  • 45 funds opened new SunCoke Energy positions in Q4 2016 and 19 closed out, a net change of +26 holders.
  • The largest SunCoke Energy buyer in Q4 2016 was Goldman Sachs, an estimated $7.2M added.
  • The largest SunCoke Energy seller in Q4 2016 was Kingstown Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q4 2016.