Sunoco LP (SUN) Ownership

55.30 ↓0.72 (-1.29%)

As of May 2, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

ALPS Advisors Inc is the biggest individual institutional holder of Sunoco LP (SUN), owning a total of 9.5 million shares. Combined, the top 34 institutional holders of SUN own 32.15% of the company with a total of 27.1 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders increased their combined ownership of SUN by 9.3 million shares. 10 institutions bought 14,659,096 total additional shares and increased their ownership by an average of 141.40%. However 7 institutions sold 5,367,787 total shares and decreased their ownership by an average of 32.87%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sunoco LP increased by a net total of 9,291,309 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ALPS Advisors Inc	11.251%	0.000%	9,498,706	9,498,706	2023-12-31
Goldman Sachs Group Inc	6.881%	120.988%	5,809,470	3,180,610	2023-12-31
Blackstone Inc	2.828%	57.999%	2,387,608	876,452	2023-12-31
Amvescap Plc.	1.454%	-75.957%	1,227,260	-3,877,251	2023-12-31
Morgan Stanley - Brokerage Accounts	0.894%	-9.757%	754,928	-81,625	2023-12-31
Bowen, Hanes & CO Inc	0.711%	0.000%	600,000	0	2023-12-31
UBS Group AG	0.641%	68.275%	540,949	219,482	2023-12-31
ClearBridge Advisors, LLC	0.583%	-9.810%	492,331	-53,549	2023-12-31
Miller Howard Investments Inc	0.497%	19.564%	419,414	68,627	2023-12-31
Wells Fargo & Co	0.421%	37.098%	355,677	96,245	2023-12-31
Adams Asset Advisors LLC	0.371%	0.000%	313,435	0	2023-12-31
Jennison Associates LLC	0.304%	0.000%	256,898	256,898	2023-12-31
Fractal Investments LLC	0.287%	1,110.000%	242,000	222,000	2023-12-31
TCG Advisory Services, LLC	0.284%	0.000%	239,948	239,948	2023-12-31
Bridgecreek Investment Management, LLC	0.280%	-4.440%	236,750	-11,000	2023-12-31
JPMorgan Chase & Co	0.264%	-83.922%	222,640	-1,162,125	2023-12-31
Citigroup Inc	0.263%	-44.676%	221,931	-179,218	2023-12-31
Raymond James Finl Svs Advisors, Inc.	0.229%	-1.539%	193,131	-3,019	2023-12-31
Recurrent Investment Advisors, LLC	0.219%	0.069%	184,436	128	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ALPS Advisors Inc	11.251%	0.000%	9,498,706	9,498,706	2023-12-31
Goldman Sachs Group Inc	6.881%	120.988%	5,809,470	3,180,610	2023-12-31
Blackstone Inc	2.828%	57.999%	2,387,608	876,452	2023-12-31
Amvescap Plc.	1.454%	-75.957%	1,227,260	-3,877,251	2023-12-31
Morgan Stanley - Brokerage Accounts	0.894%	-9.757%	754,928	-81,625	2023-12-31
Bowen, Hanes & CO Inc	0.711%	0.000%	600,000	0	2023-12-31
UBS Group AG	0.641%	68.275%	540,949	219,482	2023-12-31
ClearBridge Advisors, LLC	0.583%	-9.810%	492,331	-53,549	2023-12-31
JANE STREET GROUP, LLC	0.568%	456.222%	479,736	393,487	2023-09-30
Susquehanna International Group, LLP	0.508%	2,420.400%	428,771	411,759	2023-09-30
Miller Howard Investments Inc	0.497%	19.564%	419,414	68,627	2023-12-31
Natixis SA	0.475%	131.182%	401,100	227,600	2023-09-30
Wells Fargo & Co	0.421%	37.098%	355,677	96,245	2023-12-31
Adams Asset Advisors LLC	0.371%	0.000%	313,435	0	2023-12-31
Jennison Associates LLC	0.304%	0.000%	256,898	256,898	2023-12-31
Fractal Investments LLC	0.287%	1,110.000%	242,000	222,000	2023-12-31
TCG Advisory Services, LLC	0.284%	0.000%	239,948	239,948	2023-12-31
Bridgecreek Investment Management, LLC	0.280%	-4.440%	236,750	-11,000	2023-12-31
Allianz Asset Management AG	0.280%	0.000%	235,705	0	2023-06-30
JPMorgan Chase & Co	0.264%	-83.922%	222,640	-1,162,125	2023-12-31
Citigroup Inc	0.263%	-44.676%	221,931	-179,218	2023-12-31
Bank of America Corp	0.252%	40.652%	212,930	61,542	2023-09-30
Raymond James Finl Svs Advisors, Inc.	0.229%	-1.539%	193,131	-3,019	2023-12-31
Recurrent Investment Advisors, LLC	0.219%	0.069%	184,436	128	2023-12-31
ING Groep NV	0.205%	138.313%	172,300	100,000	2023-09-30
LPL Financial Corp	0.173%	1.041%	145,046	1,494	2023-06-30
Citadel Advisors Llc	0.149%	3,028.220%	125,035	121,038	2023-03-31
BMO Capital Markets Corp.	0.141%	-63.529%	118,550	-206,500	2022-09-30
Bank of Montreal	0.141%	-63.529%	118,550	-206,500	2022-09-30
Spirit Of America Management Corp	0.124%	0.000%	104,474	0	2023-09-30
BNP Paribas Arbitrage, SA	0.122%	-36.813%	102,373	-59,643	2023-03-31
Advisors Capital Management, LLC	0.119%	-0.874%	99,810	-880	2022-12-31
Valeo Financial Advisors, LLC	0.119%	0.000%	99,644	99,644	2023-03-31
First Trust Advisors L.P.	0.111%	5.483%	92,726	4,820	2022-09-30

Mutual Fund Ownership

Alerian MLP ETF is the biggest individual fund holder of Sunoco LP (SUN), owning a total of 9.7 million shares. Combined, the top 33 mutual fund holders of SUN own 19.94% of the company with a total of 16.8 million shares.

In the latest ownership report on March 31st 2024, the top 33 fund holders increased their combined ownership of SUN by 167 thousand shares. 3 funds bought 21,146 total additional shares and increased their ownership by an average of 4.83%. However 3 funds sold 188,347 total shares and decreased their ownership by an average of 35.5%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sunoco LP decreased by a net total of -167,201 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Alerian MLP ETF	11.468%	0.000%	9,682,244	0	2024-03-31
PGIM Jennison MLP Z	0.281%	-27.496%	237,319	-90,000	2024-03-31
Jennison Master Limited Partnership	0.240%	-20.994%	202,965	-53,933	2024-03-31
Recurrent MLP & Infrastructure	0.235%	11.197%	198,627	20,000	2024-03-31
First Trust North Amer Engy InfrasETF	0.206%	0.000%	174,055	0	2024-03-31
Multi-Asset Diversified Income ETF	0.046%	1.050%	38,886	404	2024-03-31
USCF Midstream Energy Income ETF	0.040%	2.256%	33,629	742	2024-03-31
ClearBridge Tactical Dividend Income A	0.038%	-57.997%	32,166	-44,414	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Alerian MLP ETF	11.468%	0.000%	9,682,244	0	2024-03-31
Global X MLP ETF	2.488%	0.364%	2,100,280	7,620	2024-03-28
Goldman Sachs MLP Energy Infras Instl	1.625%	13.517%	1,372,074	163,383	2023-12-31
Invesco SteelPath MLP Select 40 Y	1.100%	-42.095%	928,500	-675,000	2023-12-31
Invesco SteelPath MLP Income Y	0.341%	-91.421%	287,543	-3,064,000	2023-12-31
Franklin Templeton US High Div Eq MF	0.320%	0.000%	270,300	0	2023-08-21
PGIM Jennison MLP Z	0.281%	-27.496%	237,319	-90,000	2024-03-31
Goldman Sachs MLP and Energy Rena	0.251%	3.113%	210,565	6,356	2023-03-31
Jennison Master Limited Partnership	0.240%	-20.994%	202,965	-53,933	2024-03-31
Recurrent MLP & Infrastructure	0.235%	11.197%	198,627	20,000	2024-03-31
Recurrent MLP & Infrastructure Class I	0.212%	0.000%	178,627	0	2024-01-31
First Trust North Amer Engy InfrasETF	0.206%	0.000%	174,055	0	2024-03-31
LMP Capital & Income	0.124%	-34.861%	104,510	-55,931	2024-02-29
Invesco SteelPath MLP Alpha Y	0.124%	0.000%	104,185	0	2023-09-30
PIMCO Dynamic Income Strategy Fund	0.099%	-50.743%	82,860	-85,359	2023-09-30
PIMCO Energy & Tactical Credit Opps	0.099%	-50.743%	82,860	-85,359	2023-09-30
Advisors Capital Income w/Growth	0.088%	11.402%	74,062	7,580	2022-12-31
InfraCap MLP ETF	0.072%	0.000%	61,164	0	2024-03-28
GS Energy Infrastructure Fd R6 Shares	0.071%	52.176%	60,169	20,630	2023-12-31
Tortoise North American Pipeline	0.068%	0.000%	57,535	0	2024-03-28
Goldman Sachs Rising Dividend Gr A	0.063%	18.023%	53,109	8,110	2023-12-31
Multi-Asset Diversified Income ETF	0.046%	1.050%	38,886	404	2024-03-31
USCF Midstream Energy Income ETF	0.040%	2.256%	33,629	742	2024-03-31
ClearBridge Tactical Dividend Income A	0.038%	-57.997%	32,166	-44,414	2024-03-31
GraniteShares HIPS US High Income ETF	0.038%	0.000%	32,000	0	2023-11-30
Invesco SteelPath MLP Alpha Plus Y	0.036%	-2.078%	30,119	-639	2023-09-30
Spirit of America Energy A	0.033%	0.000%	27,555	0	2024-02-29
TCW Strategic Income	0.031%	0.000%	26,257	0	2023-11-30
Purpose Multi-Asset Income Series F	0.027%	0.000%	22,707	0	2023-09-30
Nikko Index Mother MLP	0.023%	-40.625%	19,000	-13,000	2023-05-22
LoCorr Spectrum Income I	0.020%	-32.112%	16,894	-7,991	2023-12-31
Invesco Zacks Multi-Asset Income ETF	0.018%	0.000%	15,164	0	2023-09-28
Global X Alternative Income ETF	0.013%	0.000%	11,069	0	2023-01-31