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SunCoke Energy

191 hedge funds and large institutions have $418M invested in SunCoke Energy in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,167% more call options, than puts

Call options by funds: $640K | Put options by funds: $15K

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 87.59%86.43% (-1.2%)

3% less funds holding

Funds holding: 197191 (-6)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

16% less capital invested

Capital invested by funds: $497M → $418M (-$78.7M)

Holders
191
Holders Change
-6
Holders Change %
-3.05%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
71
Reduced
66
Closed
23
Calls
$640K
Puts
$15K
Net Calls
+$625K
Net Calls Change
+$485K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$81.5M -$1.99M -296,639 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.8M +$992K +147,737 +2%
State Street
3
State Street
Massachusetts
$34.9M +$1.99M +295,698 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.9M +$2.23M +332,034 +6%
BCA
5
Boundary Creek Advisors
New York
$18M +$5.52M +822,108 +36%
Renaissance Technologies
6
Renaissance Technologies
New York
$16.3M -$1.42M -211,400 -7%
Goldman Sachs
7
Goldman Sachs
New York
$12.3M -$63.1K -9,401 -0.4%
Invesco
8
Invesco
Georgia
$10.4M -$1.09M -161,888 -8%
BCM
9
Bridgeway Capital Management
Texas
$9.72M +$934K +139,000 +9%
TG
10
TCW Group
California
$9.59M +$1.77M +263,200 +19%
Charles Schwab
11
Charles Schwab
California
$8.96M +$224K +33,411 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.5M +$38.5K +5,728 +0.4%
Victory Capital Management
13
Victory Capital Management
Texas
$8.03M -$2.18M -324,726 -19%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.71M +$199K +29,563 +2%
Morgan Stanley
15
Morgan Stanley
New York
$5.29M +$335K +49,814 +6%
Northern Trust
16
Northern Trust
Illinois
$4.91M +$20.3K +3,021 +0.4%
American Century Companies
17
American Century Companies
Missouri
$4.87M +$199K +29,655 +4%
LSV Asset Management
18
LSV Asset Management
Illinois
$4.86M +$652K +97,023 +13%
Teacher Retirement System of Texas
19
Teacher Retirement System of Texas
Texas
$4.83M -$1.97M -292,880 -26%
GJL
20
Gendell Jeffrey L
$4.68M -$596K -88,676 -10%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$4.65M -$672K -100,000 -11%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$4.37M +$1.23M +183,198 +32%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$4.22M -$281K -41,900 -5%
AQR Capital Management
24
AQR Capital Management
Connecticut
$3.98M +$1.53M +227,475 +50%
Federated Hermes
25
Federated Hermes
Pennsylvania
$3.86M -$681K -101,368 -13%

SXC Hedge Fund Activity: Q3 2022 in Review

191 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q3 2022, worth a combined $418M — down 16% from $497M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SXC and 20 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 71 added.

The largest buyer was Boundary Creek Advisors, adding an estimated $5.52M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $6.72M.

  • 191 institutional investors held SunCoke Energy (SXC) as of Q3 2022, down from 197 in Q2 2022.
  • Funds reported $418M of SunCoke Energy stock for Q3 2022, down 16% quarter-over-quarter.
  • 20 funds opened new SunCoke Energy positions in Q3 2022 and 23 closed out, a net change of -3 holders.
  • The largest SunCoke Energy buyer in Q3 2022 was Boundary Creek Advisors, an estimated $5.52M added.
  • The largest SunCoke Energy seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $6.72M sold.

Based on aggregated 13F filings for Q3 2022.