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SunCoke Energy

167 hedge funds and large institutions have $633M invested in SunCoke Energy in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $554K | Put options by funds: $252K

13% more capital invested

Capital invested by funds: $559M → $633M (+$73.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

6% less funds holding

Funds holding: 178167 (-11)

6.79% less ownership

Funds ownership: 97.08%90.29% (-6.8%)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
167
Holders Change
-11
Holders Change %
-6.18%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
57
Reduced
61
Closed
26
Calls
$554K
Puts
$252K
Net Calls
+$302K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.7M -$806K -88,142 -1%
MP
2
Mangrove Partners
Connecticut
$73.7M -$3.66M -400,515 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59M -$337K -36,869 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.8M +$756K +82,674 +2%
Boston Partners
5
Boston Partners
Massachusetts
$42.5M +$8.24M +900,669 +30%
State Street
6
State Street
Massachusetts
$30.7M -$2.23M -244,290 -8%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$29.4M +$930K +101,668 +4%
GJL
8
Gendell Jeffrey L
$22M +$503K +55,000 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$21.5M -$5.77M -630,800 -24%
N
10
Nuveen
North Carolina
$17.7M +$7.54M +824,411 +103%
JP Morgan Chase
11
JP Morgan Chase
New York
$10.3M +$6.41M +700,860 +288%
BCM
12
Bridgeway Capital Management
Texas
$9.36M +$5.66M +619,000 +259%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.01M -$122K -13,369 -2%
Charles Schwab
14
Charles Schwab
California
$8.63M -$98.1K -10,726 -1%
Deutsche Bank
15
Deutsche Bank
Germany
$8.58M -$1.45M -158,806 -17%
Northern Trust
16
Northern Trust
Illinois
$8.33M +$42.8K +4,675 +0.6%
AQR Capital Management
17
AQR Capital Management
Connecticut
$7.23M -$3.15M -343,965 -34%
Ameriprise
18
Ameriprise
Minnesota
$6.78M +$1.47M +160,329 +35%
Wells Fargo
19
Wells Fargo
California
$5.88M -$214K -23,444 -4%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$5.76M -$1.05M -114,247 -18%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.47M +$36.2K +3,954 +0.8%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$5.44M +$504K +55,043 +12%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.4M +$107K +11,685 +2%
Invesco
24
Invesco
Georgia
$5.17M -$3.14M -343,504 -42%
AA
25
Ancora Advisors
Ohio
$5.11M +$291K +31,861 +7%

SXC Hedge Fund Activity: Q2 2017 in Review

167 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q2 2017, worth a combined $633M — up 13% from $559M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SXC and 15 opened new positions — a net loss of 11 holders — while 61 trimmed existing stakes and 57 added.

The largest buyer was Boston Partners, adding an estimated $8.24M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $17.8M sold.

  • 167 institutional investors held SunCoke Energy (SXC) as of Q2 2017, down from 178 in Q1 2017.
  • Funds reported $633M of SunCoke Energy stock for Q2 2017, up 13% quarter-over-quarter.
  • 15 funds opened new SunCoke Energy positions in Q2 2017 and 26 closed out, a net change of -11 holders.
  • The largest SunCoke Energy buyer in Q2 2017 was Boston Partners, an estimated $8.24M added.
  • The largest SunCoke Energy seller in Q2 2017 was Allianz Asset Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2017.