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SunCoke Energy

169 hedge funds and large institutions have $417M invested in SunCoke Energy in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $288K

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2.09% less ownership

Funds ownership: 82.95%80.86% (-2.1%)

2% less funds holding

Funds holding: 173169 (-4)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

15% less capital invested

Capital invested by funds: $491M → $417M (-$73.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
58
Reduced
66
Closed
15
Calls
$1.01M
Puts
$288K
Net Calls
+$723K
Net Calls Change
+$113K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.9M -$2.34M -340,701 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.5M -$169K -24,589 -0.4%
State Street
3
State Street
Massachusetts
$35.6M -$3.16M -459,443 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.9M -$1.25M -182,532 -4%
Renaissance Technologies
5
Renaissance Technologies
New York
$19.7M -$2.96M -431,100 -12%
NC
6
Nokomis Capital
Texas
$9.49M +$41.4K +6,022 +0.4%
Invesco
7
Invesco
Georgia
$9.48M -$890K -129,579 -8%
Goldman Sachs
8
Goldman Sachs
New York
$9.41M +$4.08M +593,686 +66%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$9.12M +$1.02M +149,029 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.1M +$38.5K +5,600 +0.4%
JP Morgan Chase
11
JP Morgan Chase
New York
$8.91M -$3.86M -561,208 -28%
GJL
12
Gendell Jeffrey L
$8.71M +$562K +81,805 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.65M +$123K +17,868 +1%
Charles Schwab
14
Charles Schwab
California
$8.29M -$131K -19,090 -1%
Teacher Retirement System of Texas
15
Teacher Retirement System of Texas
Texas
$8.07M +$1.24M +180,119 +16%
Millennium Management
16
Millennium Management
New York
$7.91M +$8.35M +1,214,947 +2,738%
CIM
17
Contrarius Investment Management
Jersey
$7.28M -$149K -21,757 -2%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$6.42M +$241K +35,100 +4%
Northern Trust
19
Northern Trust
Illinois
$5.48M -$216K -31,377 -3%
LSV Asset Management
20
LSV Asset Management
Illinois
$5.2M
BCM
21
Bridgeway Capital Management
Texas
$4.88M +$1.83M +266,900 +52%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$4.38M -$154K -22,423 -3%
Two Sigma Investments
23
Two Sigma Investments
New York
$4.37M +$925K +134,629 +24%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.13M -$57.1K -8,317 -1%
BCA
25
Boundary Creek Advisors
New York
$3.68M +$2.06M +300,000 +105%

SXC Hedge Fund Activity: Q3 2021 in Review

169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2021, worth a combined $417M — down 15% from $491M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SXC and 14 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 58 added.

The largest buyer was Millennium Management, adding an estimated $8.35M. The largest seller was Scion Asset Management, exiting entirely with an estimated $11.2M sold.

  • 169 institutional investors held SunCoke Energy (SXC) as of Q3 2021, down from 173 in Q2 2021.
  • Funds reported $417M of SunCoke Energy stock for Q3 2021, down 15% quarter-over-quarter.
  • 14 funds opened new SunCoke Energy positions in Q3 2021 and 15 closed out, a net change of -1 holder.
  • The largest SunCoke Energy buyer in Q3 2021 was Millennium Management, an estimated $8.35M added.
  • The largest SunCoke Energy seller in Q3 2021 was Scion Asset Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2021.