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SunCoke Energy

155 hedge funds and large institutions have $232M invested in SunCoke Energy in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $206M → $232M (+$26.1M)

3% more funds holding

Funds holding: 151155 (+4)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

1.2% less ownership

Funds ownership: 84.06%82.85% (-1.2%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

95% less call options, than puts

Call options by funds: $4K | Put options by funds: $73K

Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
46
Reduced
48
Closed
18
Calls
$4K
Puts
$73K
Net Calls
-$69K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$43.2M -$1.35M -413,602 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.1M +$234K +71,593 +1%
MP
3
Mangrove Partners
Connecticut
$17.3M -$190K -58,312 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.1M -$980K -300,502 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$15.9M +$58.5K +17,944 +0.4%
State Street
6
State Street
Massachusetts
$10.1M -$143K -43,862 -1%
N
7
Nuveen
North Carolina
$10.1M -$1.51M -462,064 -14%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.11M +$5.25M +1,608,317 +225%
NC
9
Nokomis Capital
Texas
$6.4M -$14.8K -4,553 -0.2%
CIM
10
Contrarius Investment Management
Jersey
$5.56M -$339K -104,025 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.85M -$73.6K -22,562 -2%
GJL
12
Gendell Jeffrey L
$4.48M -$2.06M -632,222 -33%
Charles Schwab
13
Charles Schwab
California
$4.39M +$179K +54,925 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.17M -$83.1K -25,482 -2%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$4.01M -$1.04M -317,986 -21%
Northern Trust
16
Northern Trust
Illinois
$3.43M -$105K -32,343 -3%
BRF
17
B. Riley Financial
California
$3.42M +$978K +300,000 +43%
Ameriprise
18
Ameriprise
Minnesota
$2.54M +$42.6K +13,060 +2%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.31M +$969K +297,100 +78%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$2.17M +$177K +54,190 +9%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.03M -$85.2K -26,111 -4%
Invesco
22
Invesco
Georgia
$2M -$2.67K -820 -0.1%
Bank of America
23
Bank of America
North Carolina
$1.95M -$86.5K -26,517 -4%
Prudential Financial
24
Prudential Financial
New Jersey
$1.73M -$23.3K -7,141 -1%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.62M +$1.03M +314,546 +197%

SXC Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2020, worth a combined $232M — up 13% from $206M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SXC positions and 18 closed out — a net gain of 4 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.25M. The largest seller was Millennium Management, cutting an estimated $2.71M.

  • 155 institutional investors held SunCoke Energy (SXC) as of Q3 2020, up from 151 in Q2 2020.
  • Funds reported $232M of SunCoke Energy stock for Q3 2020, up 13% quarter-over-quarter.
  • 22 funds opened new SunCoke Energy positions in Q3 2020 and 18 closed out, a net change of +4 holders.
  • The largest SunCoke Energy buyer in Q3 2020 was JP Morgan Chase, an estimated $5.25M added.
  • The largest SunCoke Energy seller in Q3 2020 was Millennium Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2020.