Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sunoco LP/Sunoco Fin Corp (SUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SUN

Based on 298 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
298 hedge funds hold SUN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

137 buying105 selling
Last quarter: 137 funds bought or added vs 105 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.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new SUN position: 29 → 27 → 30 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 27% medium ■ 16% new
171 out of 298 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.
💰

Price up while funds trimmed (+22% value, -1% shares)

Value
+21%
Shares
-1%
Last quarter: total value of institutional SUN holdings rose +22% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

47 → 29 → 27 → 30 → 46 new funds/Q
New funds entering each quarter: 29 → 27 → 30 → 46. A growing number of institutions are discovering SUN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 21% newcomers

■ 61% veterans ■ 18% 1-2yr ■ 21% new
Entry-cohort mix of 305 holders: 186 (61%) are 2+ year veterans, 54 entered 1–2 years ago, and 65 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
25 of 295 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — SUN

In 2026 Q1, 137 hedge funds were net buyers of SUN (46 opened a new position, 91 added to an existing one), while 105 reduced or exited (83 trimmed, 22 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in SUN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 298.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sunoco LP/Sunoco Fin Corp (SUN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SUN has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
SUN
+0.1%
XLE
+62083.3%

SUN outperformed XLE by -62083.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
SUN
-8.6%
XLE
+50777.3%

Since the filing became public, SUN outperformed XLE by -50785.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 6 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: SUN
296 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 296 274 8.03%
13F Shares 67M 68M -1.33%
Total Value $4.32B $3.55B 21.73%
New Positions 45 30 +15
Increased Positions 90 78 +12
Closed Positions 23 26 -3
Reduced Positions 79 75 +4
Total Calls 5 4 25.0%
Total Puts 4 8 -50.0%
PUT/CALL Ratio 0.8 2.0 Neutral

Statistics: SUN

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

296 + investors

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

QUARTER:
Top 25 SUN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alps Advisors Inc 7.54% 24,671,391 $1.60B
2 Fractal Investments LLC 4.74% 616,542 $40.1M
3 Infrastructure Capital Advisors, LLC 4.40% 972,935 $63.2M
4 Adams Asset Advisors, LLC 4.12% 565,822 $36.8M
5 Recurrent Investment Advisors LLC 4.02% 1,027,877 $66.8M
6 Cooperman Leon G 3.45% 1,620,000 $105.3M
7 Kercheville Advisors, LLC 3.20% 154,085 $10.0M
8 PARK CIRCLE Co 2.19% 36,350 $2.4M
9 Barnett & Company, Inc. 2.00% 39,583 $2.6M
10 Energy Income Partners, LLC 1.99% 1,901,251 $123.5M
11 Corigliano Investment Advisers, LLC 1.96% 77,400 $5.0M
12 IFG Advisory, LLC 1.52% 8,160 $530K
13 Miller Howard Investments Inc /Ny 1.45% 816,233 $53.0M
14 Bowen Hanes & Co Inc 0.95% 600,000 $39.0M
15 Cascade Investment Group, INC. 0.94% 21,880 $1.4M
16 ELCO Management Co., LLC 0.84% 27,094 $1.8M
17 Sovereign Investment Advisors, LLC 0.60% 43,522 $2.8M
18 Annis Gardner Whiting Capital Advisors, LLC 0.59% 56,800 $3.7M
19 Tortoise Capital Advisors, L.L.C. 0.55% 815,498 $53.0M
20 M.E. Allison & CO., INC. 0.51% 11,745 $763K
21 Pinnacle Holdings, LLC 0.49% 23,298 $1.5M
22 American Financial Group Inc 0.48% 20,000 $1.3M
23 Empirical Asset Management, LLC 0.48% 28,020 $1.8M
24 Gilman Hill Asset Management, LLC 0.48% 48,559 $3.2M
25 Zinnia Wealth Advisory, LLC 0.44% 6,039 $392K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 57% buying: Last quarter: 137 funds bought or added vs 105 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 — 35% AUM from major funds: 25 of 295 holders rank in the top 100 by AUM, accounting for 35% 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?

57% of holders stayed for 2+ years: 171 out of 298 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.

Is it too late to buy Sunoco LP/Sunoco Fin Corp (SUN) following the 2026 Q1 hedge fund 13F filings?

As of today, SUN has moved -8.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +50777.3% for the XLE sector ETF — an outperformance of -50785.9%. Since the quarter end (March 31, 2026), SUN has gained +0.1% vs +62083.3% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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