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SunCoke Energy

174 hedge funds and large institutions have $483M invested in SunCoke Energy in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,423% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $179K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

59% more capital invested

Capital invested by funds: $304M → $483M (+$179M)

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 174174 (0)

1.23% less ownership

Funds ownership: 84.46%83.24% (-1.2%)

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
63
Reduced
51
Closed
26
Calls
$2.73M
Puts
$179K
Net Calls
+$2.55M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$96.4M +$4.12M +667,586 +5%
State Street
2
State Street
Massachusetts
$44.8M +$21M +3,409,514 +114%
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.9M +$2.3M +372,331 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.9M +$1.28M +207,306 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$28.6M -$4.32M -699,449 -15%
JP Morgan Chase
6
JP Morgan Chase
New York
$15.1M -$5.8M -939,217 -30%
NC
7
Nokomis Capital
Texas
$10.4M -$768K -124,490 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$10.4M +$207K +33,474 +2%
Charles Schwab
9
Charles Schwab
California
$9.37M +$280K +45,393 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.35M +$679K +110,007 +9%
Teacher Retirement System of Texas
11
Teacher Retirement System of Texas
Texas
$9.2M +$690K +111,768 +9%
CIM
12
Contrarius Investment Management
Jersey
$8.85M -$1.71M -276,425 -18%
GJL
13
Gendell Jeffrey L
$8.49M -$813K -131,744 -10%
SAM
14
Scion Asset Management
California
$7.71M +$2M +323,823 +42%
Invesco
15
Invesco
Georgia
$7.53M +$1.5M +243,742 +29%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$6.58M +$641K +103,900 +12%
Northern Trust
17
Northern Trust
Illinois
$6.54M -$171K -27,623 -3%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$6.49M +$2.2M +356,325 +63%
LSV Asset Management
19
LSV Asset Management
Illinois
$5.88M +$3.9M +632,100 +307%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$5.85M +$473K +76,600 +10%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$5.7M +$1.97M +319,838 +65%
Victory Capital Management
22
Victory Capital Management
Texas
$4.96M +$2.18M +353,296 +100%
Morgan Stanley
23
Morgan Stanley
New York
$4.47M -$6.37M -1,032,227 -62%
Deutsche Bank
24
Deutsche Bank
Germany
$4.3M -$1.5M -242,260 -28%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.99M -$1.51K -245 -0%

SXC Hedge Fund Activity: Q1 2021 in Review

174 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q1 2021, worth a combined $483M — up 59% from $304M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SXC positions and 26 closed out — a net gain of 2 holders — while 63 added to existing stakes and 51 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Nuveen, cutting an estimated $11.5M.

  • 174 institutional investors held SunCoke Energy (SXC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $483M of SunCoke Energy stock for Q1 2021, up 59% quarter-over-quarter.
  • 28 funds opened new SunCoke Energy positions in Q1 2021 and 26 closed out, a net change of +2 holders.
  • The largest SunCoke Energy buyer in Q1 2021 was State Street, an estimated $21M added.
  • The largest SunCoke Energy seller in Q1 2021 was Nuveen, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2021.