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SunCoke Energy

191 hedge funds and large institutions have $498M invested in SunCoke Energy in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $316K | Put options by funds: $132K

45% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 51

0.2% more ownership

Funds ownership: 89.55%89.75% (+0.2%)

4% less funds holding

Funds holding: 198191 (-7)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

26% less capital invested

Capital invested by funds: $674M → $498M (-$175M)

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
4.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
74
Reduced
51
Closed
30
Calls
$316K
Puts
$132K
Net Calls
+$184K
Net Calls Change
+$828K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$85.2M +$4.99M +487,414 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.6M -$21.5K -2,100 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.5M +$774K +75,555 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$42.9M +$3.34M +325,663 +7%
Boston Partners
5
Boston Partners
Massachusetts
$40.7M +$2.85M +278,467 +6%
N
6
Nuveen
North Carolina
$25.7M +$1.09M +106,253 +4%
State Street
7
State Street
Massachusetts
$18.7M -$1.95M -190,713 -8%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$13M -$725K -70,821 -4%
GJL
9
Gendell Jeffrey L
$8.01M +$562K +54,912 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.14M +$135K +13,226 +2%
Northern Trust
11
Northern Trust
Illinois
$6.64M -$41.1K -4,012 -0.5%
BCM
12
Bridgeway Capital Management
Texas
$6.63M -$2.22M -216,600 -22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.55M +$487K +47,537 +7%
Charles Schwab
14
Charles Schwab
California
$6.35M +$116K +11,288 +2%
Prudential Financial
15
Prudential Financial
New Jersey
$5.99M -$302K -29,532 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.8M +$171K +16,653 +3%
Invesco
17
Invesco
Georgia
$5.78M +$1.02M +99,748 +17%
NC
18
Nokomis Capital
Texas
$5.51M +$1.02M +100,000 +18%
PAM
19
Panagora Asset Management
Massachusetts
$5.4M +$1.02M +99,767 +19%
Ameriprise
20
Ameriprise
Minnesota
$5.06M +$239K +23,346 +4%
TCIM
21
TIAA CREF Investment Management
New York
$4.8M +$319K +31,173 +6%
AA
22
Ancora Advisors
Ohio
$4.67M -$1.53M -149,004 -26%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$4.6M -$1.81M -176,704 -25%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.53M +$54.7K +5,342 +1%
Goldman Sachs
25
Goldman Sachs
New York
$3.99M -$79.5K -7,761 -2%

SXC Hedge Fund Activity: Q4 2018 in Review

191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q4 2018, worth a combined $498M — down 26% from $674M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SXC and 24 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 74 added.

The largest buyer was BlackRock, adding an estimated $4.99M. The largest seller was Deutsche Bank, cutting an estimated $5.62M.

  • 191 institutional investors held SunCoke Energy (SXC) as of Q4 2018, down from 198 in Q3 2018.
  • Funds reported $498M of SunCoke Energy stock for Q4 2018, down 26% quarter-over-quarter.
  • 24 funds opened new SunCoke Energy positions in Q4 2018 and 30 closed out, a net change of -6 holders.
  • The largest SunCoke Energy buyer in Q4 2018 was BlackRock, an estimated $4.99M added.
  • The largest SunCoke Energy seller in Q4 2018 was Deutsche Bank, an estimated $5.62M sold.

Based on aggregated 13F filings for Q4 2018.