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SunCoke Energy

228 hedge funds and large institutions have $881M invested in SunCoke Energy in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $1.15M

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $830M → $881M (+$51M)

6% more funds holding

Funds holding: 216228 (+12)

1.1% more ownership

Funds ownership: 92.28%93.38% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

Holders
228
Holders Change
+12
Holders Change %
+5.56%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
75
Reduced
82
Closed
21
Calls
$3.06M
Puts
$1.15M
Net Calls
+$1.92M
Net Calls Change
-$847K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$159M -$3.55M -328,909 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77.1M +$839K +77,649 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$73.3M +$1.69M +156,549 +2%
State Street
4
State Street
Massachusetts
$54.8M -$7.26M -672,156 -12%
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$51.5M +$3.53M +326,580 +8%
First Trust Advisors
6
First Trust Advisors
Illinois
$42.9M +$38.3M +3,546,999 +1,370%
Renaissance Technologies
7
Renaissance Technologies
New York
$28.7M -$1.81M -168,000 -6%
American Century Companies
8
American Century Companies
Missouri
$25M +$3.77M +349,263 +19%
LSV Asset Management
9
LSV Asset Management
Illinois
$23.7M +$538K +49,800 +2%
Invesco
10
Invesco
Georgia
$21.7M +$2.61M +241,536 +14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.8M +$551K +51,031 +3%
Charles Schwab
12
Charles Schwab
California
$20.5M +$590K +54,617 +3%
BCM
13
Bridgeway Capital Management
Texas
$16.7M +$333K +30,790 +2%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$14.3M -$830K -76,843 -6%
Morgan Stanley
15
Morgan Stanley
New York
$13.6M -$20.4M -1,889,072 -61%
Goldman Sachs
16
Goldman Sachs
New York
$12.6M -$3.24M -299,643 -21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.3M -$420K -38,881 -3%
TG
18
TCW Group
California
$10.1M -$5.4M -500,000 -36%
Northern Trust
19
Northern Trust
Illinois
$9.77M +$257K +23,775 +3%
Federated Hermes
20
Federated Hermes
Pennsylvania
$9.22M +$489K +45,291 +6%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$8.83M +$2.8M +259,152 +49%
JP Morgan Chase
22
JP Morgan Chase
New York
$8.83M -$1.26M -116,555 -13%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$8.17M +$3.59M +332,197 +85%
AQR Capital Management
24
AQR Capital Management
Connecticut
$6.17M -$484K -44,855 -8%
Ameriprise
25
Ameriprise
Minnesota
$5.97M +$699K +64,762 +14%

SXC Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SunCoke Energy (SXC) for Q1 2024, worth a combined $881M — up 6.1% from $830M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SXC positions and 21 closed out — a net gain of 15 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $38.3M. The largest seller was Morgan Stanley, cutting an estimated $20.4M.

  • 228 institutional investors held SunCoke Energy (SXC) as of Q1 2024, up from 216 in Q4 2023.
  • Funds reported $881M of SunCoke Energy stock for Q1 2024, up 6.1% quarter-over-quarter.
  • 36 funds opened new SunCoke Energy positions in Q1 2024 and 21 closed out, a net change of +15 holders.
  • The largest SunCoke Energy buyer in Q1 2024 was First Trust Advisors, an estimated $38.3M added.
  • The largest SunCoke Energy seller in Q1 2024 was Morgan Stanley, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2024.