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SunCoke Energy

182 hedge funds and large institutions have $456M invested in SunCoke Energy in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $417M → $456M (+$38.7M)

8% more funds holding

Funds holding: 169182 (+13)

2.54% more ownership

Funds ownership: 80.86%83.4% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 60

38% less call options, than puts

Call options by funds: $431K | Put options by funds: $691K

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
62
Reduced
60
Closed
21
Calls
$431K
Puts
$691K
Net Calls
-$260K
Net Calls Change
-$983K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90.8M +$2.72M +409,793 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.4M +$2.06M +310,788 +5%
State Street
3
State Street
Massachusetts
$33M -$4.34M -654,498 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.6M -$769K -115,968 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$20.5M -$148K -22,400 -0.7%
Goldman Sachs
6
Goldman Sachs
New York
$12.4M +$2.5M +376,964 +25%
Invesco
7
Invesco
Georgia
$11.8M +$1.87M +282,480 +19%
BCA
8
Boundary Creek Advisors
New York
$11.4M +$7.63M +1,150,756 +196%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$9.37M -$205K -30,988 -2%
Millennium Management
10
Millennium Management
New York
$9.29M +$992K +149,709 +12%
Charles Schwab
11
Charles Schwab
California
$9.2M +$508K +76,674 +6%
NC
12
Nokomis Capital
Texas
$9.16M -$798K -120,430 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.13M +$58.5K +8,829 +0.6%
JP Morgan Chase
14
JP Morgan Chase
New York
$8.65M -$711K -107,274 -8%
GJL
15
Gendell Jeffrey L
$8.55M -$583K -88,002 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.51M -$1.05M -158,203 -11%
Teacher Retirement System of Texas
17
Teacher Retirement System of Texas
Texas
$8.49M +$18.4K +2,777 +0.2%
TG
18
TCW Group
California
$7.53M +$3M +453,100 +66%
BCM
19
Bridgeway Capital Management
Texas
$7.5M +$2.39M +360,500 +46%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$6.62M -$116K -17,500 -2%
Northern Trust
21
Northern Trust
Illinois
$5.68M -$73.2K -11,044 -1%
LSV Asset Management
22
LSV Asset Management
Illinois
$5.11M -$351K -52,900 -6%
Morgan Stanley
23
Morgan Stanley
New York
$4.66M +$2.29M +345,138 +95%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$4.54M +$1.8M +271,491 +65%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.34M +$8.61K +1,298 +0.2%

SXC Hedge Fund Activity: Q4 2021 in Review

182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q4 2021, worth a combined $456M — up 9.3% from $417M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SXC positions and 21 closed out — a net gain of 13 holders — while 62 added to existing stakes and 60 trimmed.

The largest buyer was Boundary Creek Advisors, adding an estimated $7.63M. The largest seller was Contrarius Investment Management, exiting entirely with an estimated $7.28M sold.

  • 182 institutional investors held SunCoke Energy (SXC) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $456M of SunCoke Energy stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 34 funds opened new SunCoke Energy positions in Q4 2021 and 21 closed out, a net change of +13 holders.
  • The largest SunCoke Energy buyer in Q4 2021 was Boundary Creek Advisors, an estimated $7.63M added.
  • The largest SunCoke Energy seller in Q4 2021 was Contrarius Investment Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q4 2021.