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SunCoke Energy

162 hedge funds and large institutions have $535M invested in SunCoke Energy in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 90.29%90.96% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 167162 (-5)

16% less capital invested

Capital invested by funds: $633M → $535M (-$98.3M)

Holders
162
Holders Change
-5
Holders Change %
-2.99%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
54
Reduced
57
Closed
18
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$75.4M +$1.03M +109,188 +1%
MP
2
Mangrove Partners
Connecticut
$58.1M -$3.77M -400,844 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48.2M -$1.29M -137,104 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M -$1.84M -195,254 -4%
Boston Partners
5
Boston Partners
Massachusetts
$32.7M -$3.07M -326,511 -8%
N
6
Nuveen
North Carolina
$23.1M +$8.45M +898,499 +55%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$22.4M -$2.37M -251,556 -9%
State Street
8
State Street
Massachusetts
$21.7M -$4.13M -438,794 -16%
Renaissance Technologies
9
Renaissance Technologies
New York
$20.3M +$2.34M +249,160 +13%
GJL
10
Gendell Jeffrey L
$20M +$1.56M +165,983 +8%
JP Morgan Chase
11
JP Morgan Chase
New York
$15.4M +$7.21M +767,312 +81%
Deutsche Bank
12
Deutsche Bank
Germany
$7.86M +$680K +72,276 +9%
BCM
13
Bridgeway Capital Management
Texas
$7.85M
Charles Schwab
14
Charles Schwab
California
$7.21M -$28.5K -3,032 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.12M -$449K -47,744 -6%
Northern Trust
16
Northern Trust
Illinois
$6.98M -$10.7K -1,142 -0.1%
AFA
17
Alta Fundamental Advisers
New York
$5.92M +$1.88M +200,000 +45%
Ameriprise
18
Ameriprise
Minnesota
$5.73M +$50.2K +5,334 +0.9%
Wells Fargo
19
Wells Fargo
California
$5.05M +$115K +12,212 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.63M +$105K +11,199 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.43M -$163K -17,294 -3%
Morgan Stanley
22
Morgan Stanley
New York
$4.29M +$3.72M +395,141 +536%
Invesco
23
Invesco
Georgia
$4.26M -$78.7K -8,371 -2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$4.21M +$3.86M +410,449 +810%
AQR Capital Management
25
AQR Capital Management
Connecticut
$4.18M -$1.93M -205,713 -31%

SXC Hedge Fund Activity: Q3 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2017, worth a combined $535M — down 16% from $633M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SXC and 17 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 54 added.

The largest buyer was Nuveen, adding an estimated $8.45M. The largest seller was State Street, cutting an estimated $4.13M.

  • 162 institutional investors held SunCoke Energy (SXC) as of Q3 2017, down from 167 in Q2 2017.
  • Funds reported $535M of SunCoke Energy stock for Q3 2017, down 16% quarter-over-quarter.
  • 17 funds opened new SunCoke Energy positions in Q3 2017 and 18 closed out, a net change of -1 holder.
  • The largest SunCoke Energy buyer in Q3 2017 was Nuveen, an estimated $8.45M added.
  • The largest SunCoke Energy seller in Q3 2017 was State Street, an estimated $4.13M sold.

Based on aggregated 13F filings for Q3 2017.