Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUNOCO LP/SUNOCO FIN CORP (SUN)

268 + Investors. Track Smart Money conviction in SUN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — SUN

Based on 261 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SUN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
261 funds currently hold this stock — 94% of the 3.0-year high of 277 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SUN is almost the same as a year ago (+5 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

108 buying102 selling
Last quarter: 108 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 25 → 24 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 26% medium 15% new
154 out of 261 hedge funds have held SUN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

28 → 46 → 25 → 24 → 28 new funds/Q
New funds entering each quarter: 46 → 25 → 24 → 28. SUN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 19% 1-2yr 19% new
Of 268 current holders: 164 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
18 of 261 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SUN

How many hedge funds hold SUN — quarterly history vs. share price
Quarterly hedge fund ownership of SUN vs. share price

Market Analysis: SUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 3 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: SUN
2026 Q1 Stats Unlock in 19 days 268 + Investors

Track Smart Money conviction in SUN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 268 267 0.37%
13F Shares 68M 65M 3.63%
Total Value $3.54B $3.26B 8.46%
New Positions 28 24 +4
Increased Positions 87 92 -5
Closed Positions 27 30 -3
Reduced Positions 85 97 -12
Total Calls 4 4 -
Total Puts 8 6 33.33%
PUT/CALL Ratio 2.0 1.5 Bearish

Statistics: SUN

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

268 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SUN. Verified SEC 13F-HR filings.

Top 25 institutional holders of SUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fractal Investments LLC 4.74% 616,542 $40.1M
2 Adams Asset Advisors, LLC 4.12% 565,822 $36.8M
3 Kercheville Advisors, LLC 3.20% 154,085 $10.0M
4 Barnett & Company, Inc. 2.00% 39,583 $2.6M
5 MILLER HOWARD INVESTMENTS INC /NY 1.45% 816,233 $53.0M
6 ELCO Management Co., LLC 0.84% 27,094 $1.8M
7 M.E. ALLISON & CO., INC. 0.51% 11,745 $763K
8 Gilman Hill Asset Management, LLC 0.48% 48,559 $3.2M
9 CHICKASAW CAPITAL MANAGEMENT LLC 0.47% 203,093 $13K
10 Quad-Cities Investment Group, LLC 0.37% 14,195 $922K
11 HENNESSY ADVISORS INC 0.33% 140,200 $9.1M
12 Ulland Investment Advisors, LLC 0.28% 5,000
13 DIVIDEND ASSETS CAPITAL, LLC 0.28% 21,412 $1.4M
14 DAVIDSON TRUST CO 0.25% 9,000 $585K
15 PARTNERS WEALTH MANAGEMENT, LLC 0.25% 3,696 $240K
16 Waldron Private Wealth LLC 0.18% 71,000 $4.6M
17 RIVERCHASE WEALTH MANAGEMENT, LLC 0.16% 4,679 $304K
18 Genesee Capital Advisors, LLC 0.13% 4,958 $322K
19 J.W. COLE ADVISORS, INC. 0.13% 60,483 $3.9M
20 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.11% 6,796 $442K
21 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.11% 8,500 $552K
22 WealthPLAN Partners, LLC 0.09% 6,878 $447K
23 Hilton Head Capital Partners, LLC 0.09% 2,324 $151K
24 Abel Hall, LLC 0.08% 6,000 $390K
25 Cohen Capital Management, Inc. 0.08% 8,210 $533K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SUNOCO LP/SUNOCO FIN CORP (SUN)

What does the Smart Money Trend signal show for SUN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SUN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SUN?

Slight buying edge — 51% buying: Last quarter: 108 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SUN holders?

Strong quality — 33% AUM from major funds: 18 of 261 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SUN?

59% of holders stayed for 2+ years: 154 out of 261 hedge funds have held SUN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.