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SunCoke Energy

218 hedge funds and large institutions have $660M invested in SunCoke Energy in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $244K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $572M → $660M (+$88.3M)

3% more funds holding

Funds holding: 211218 (+7)

1.67% more ownership

Funds ownership: 86.49%88.16% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
218
Holders Change
+7
Holders Change %
+3.32%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
70
Reduced
72
Closed
23
Calls
$1.06M
Puts
$244K
Net Calls
+$817K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M -$3.81M -417,210 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.2M +$2.7M +294,908 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$54.7M +$2.5M +273,163 +5%
State Street
4
State Street
Massachusetts
$51.4M +$7.17M +784,258 +16%
Renaissance Technologies
5
Renaissance Technologies
New York
$22.6M +$531K +58,100 +2%
Invesco
6
Invesco
Georgia
$19.9M -$118K -12,870 -0.6%
TG
7
TCW Group
California
$15.5M +$421K +46,100 +3%
BCM
8
Bridgeway Capital Management
Texas
$15.3M -$292K -31,910 -2%
Charles Schwab
9
Charles Schwab
California
$14.6M +$1.07M +116,548 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.2M +$534K +58,474 +4%
LSV Asset Management
11
LSV Asset Management
Illinois
$13.9M +$5.02M +549,841 +55%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12.4M -$168K -18,371 -1%
American Century Companies
13
American Century Companies
Missouri
$11.6M +$2.01M +220,002 +20%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$11.5M +$11.7M +1,278,593 New
N
15
Nuveen
North Carolina
$11.3M +$3.83M +419,155 +50%
Goldman Sachs
16
Goldman Sachs
New York
$11M +$176K +19,255 +2%
Morgan Stanley
17
Morgan Stanley
New York
$9.92M -$723K -79,067 -7%
Northern Trust
18
Northern Trust
Illinois
$7.54M -$113K -12,352 -1%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.27M +$4.7M +514,462 +174%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$7.03M +$1.39M +152,615 +24%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$6.52M -$684K -74,800 -9%
Federated Hermes
22
Federated Hermes
Pennsylvania
$6.07M +$9.95K +1,089 +0.2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.29M -$390K -42,688 -7%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$5.11M +$626K +68,512 +14%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$4.83M -$7.08M -775,210 -59%

SXC Hedge Fund Activity: Q1 2023 in Review

218 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q1 2023, worth a combined $660M — up 15% from $572M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SXC positions and 23 closed out — a net gain of 8 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $11.7M. The largest seller was Boundary Creek Advisors, exiting entirely with an estimated $11.9M sold.

  • 218 institutional investors held SunCoke Energy (SXC) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $660M of SunCoke Energy stock for Q1 2023, up 15% quarter-over-quarter.
  • 31 funds opened new SunCoke Energy positions in Q1 2023 and 23 closed out, a net change of +8 holders.
  • The largest SunCoke Energy buyer in Q1 2023 was Pacer Advisors, an estimated $11.7M added.
  • The largest SunCoke Energy seller in Q1 2023 was Boundary Creek Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2023.