SunCoke Energy Inc (SXC) Ownership

10.48 ↑0.09 (0.92%)
As of April 25, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SunCoke Energy Inc (SXC), owning a total of 14.4 million shares. Combined, the top 30 institutional holders of SXC own 86.32% of the company with a total of 72.3 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of SXC by 6.1 million shares. 17 institutions bought 6,683,490 total additional shares and increased their ownership by an average of 21.31%. However 3 institutions sold 591,231 total shares and decreased their ownership by an average of 11.71%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SunCoke Energy increased by a net total of 6,092,259 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.223%3.109%14,428,880435,0952023-12-31
Vanguard Group Inc8.076%1.404%6,765,65293,6982023-12-31
Dimensional Fund Advisors, Inc.7.577%2.155%6,347,707133,9102023-12-31
State Street Corporation6.609%15.055%5,536,805724,4882023-12-31
Pacer Advisors, INC.5.063%92.049%4,241,7212,033,0582023-12-31
Goldman Sachs Group Inc3.386%103.421%2,837,0181,442,3642023-12-31
Renaissance Technologies Corp3.238%6.355%2,712,968162,1002023-12-31
LSV Asset Management2.446%15.352%2,049,517272,7592023-12-31
American Century Companies Inc2.233%22.125%1,870,979338,9612023-12-31
Geode Capital Management, LLC2.141%5.189%1,793,22988,4542023-12-31
Charles Schwab Investment Management Inc2.102%2.653%1,760,91445,5032023-12-31
Amvescap Plc.2.009%-17.282%1,682,639-351,5442023-12-31
Morgan Stanley - Brokerage Accounts1.850%30.222%1,549,657359,6492023-12-31
Bridgeway Capital Management, LLC1.730%0.229%1,448,8953,3162023-12-31
TCW Group Inc1.669%-3.918%1,397,827-57,0002023-12-31
Arrowstreet Capital Limited Partnership1.602%51.389%1,341,974455,5352023-12-31
Bank of New York Mellon Corp1.348%-13.923%1,129,425-182,6872023-12-31
JPMorgan Chase & Co1.075%9.455%900,16577,7572023-12-31
Northern Trust Corp1.007%0.700%843,2155,8632023-12-31
Federated Hermes Inc0.923%1.441%773,10510,9802023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.223%3.109%14,428,880435,0952023-12-31
Vanguard Group Inc8.076%1.404%6,765,65293,6982023-12-31
Dimensional Fund Advisors, Inc.7.577%2.155%6,347,707133,9102023-12-31
State Street Corporation6.609%15.055%5,536,805724,4882023-12-31
Pacer Advisors, INC.5.063%92.049%4,241,7212,033,0582023-12-31
Goldman Sachs Group Inc3.386%103.421%2,837,0181,442,3642023-12-31
Renaissance Technologies Corp3.238%6.355%2,712,968162,1002023-12-31
LSV Asset Management2.446%15.352%2,049,517272,7592023-12-31
American Century Companies Inc2.233%22.125%1,870,979338,9612023-12-31
Geode Capital Management, LLC2.141%5.189%1,793,22988,4542023-12-31
Charles Schwab Investment Management Inc2.102%2.653%1,760,91445,5032023-12-31
Amvescap Plc.2.009%-17.282%1,682,639-351,5442023-12-31
Morgan Stanley - Brokerage Accounts1.850%30.222%1,549,657359,6492023-12-31
Jacobs Levy Equity Management, Inc.1.780%5.379%1,484,49375,7802022-06-30
Bridgeway Capital Management, LLC1.730%0.229%1,448,8953,3162023-12-31
TCW Group Inc1.669%-3.918%1,397,827-57,0002023-12-31
Victory Capital Management Inc.1.656%-19.032%1,381,514-324,7262022-09-30
Boundary Creek Advisors LP1.648%-55.350%1,380,213-1,710,9352022-12-31
Arrowstreet Capital Limited Partnership1.602%51.389%1,341,974455,5352023-12-31
Nuveen Asset Management, LLC1.504%-0.225%1,259,682-2,8412023-09-30
Assenagon Asset Management SA1.369%93.931%1,146,422555,2712023-09-30
Bank of New York Mellon Corp1.348%-13.923%1,129,425-182,6872023-12-31
Acadian Asset Management LLC1.220%992,090.000%1,021,9561,021,8532023-09-30
JPMorgan Chase & Co1.075%9.455%900,16577,7572023-12-31
Millennium Management LLC1.011%-20.945%846,380-224,2462023-09-30
Northern Trust Corp1.007%0.700%843,2155,8632023-12-31
Teacher Retirement System Of Texas0.996%-26.060%830,992-292,8802022-09-30
Gendell Jeffrey L0.965%-9.922%805,059-88,6762022-09-30
Federated Hermes Inc0.923%1.441%773,10510,9802023-12-31
Two Sigma Advisers, LLC0.868%-9.335%726,525-74,8002023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of SunCoke Energy Inc (SXC), owning a total of 5.7 million shares. Combined, the top 29 mutual fund holders of SXC own 50.26% of the company with a total of 42.1 million shares.

In the latest ownership report on February 29th 2024, the top 29 fund holders increased their combined ownership of SXC by 37 thousand shares. 8 funds bought 41,421 total additional shares and increased their ownership by an average of 0.20%. However 3 funds sold 4,833 total shares and decreased their ownership by an average of 0.1%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding SunCoke Energy increased by a net total of 36,588 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.828%0.162%5,720,0199,2342024-02-29
Pacer US Small Cap Cash Cows 100 ETF6.678%0.437%5,594,77924,3522024-02-29
Vanguard Total Stock Mkt Idx Inv3.046%0.000%2,551,51702024-02-29
iShares Russell 2000 ETF2.430%-0.016%2,036,101-3332024-02-29
SPDR® S&P Metals and Mining ETF2.254%-0.170%1,888,125-3,2092024-02-29
Avantis US Small Cap Value ETF2.222%0.038%1,861,5007062024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.475%-0.104%1,235,993-1,2912024-02-29
iShares S&P Small-Cap 600 Value ETF1.260%0.277%1,055,3912,9132024-02-29
SPDR® Portfolio S&P 600 Sm Cap ETF0.899%0.020%753,4031542024-02-29
Schwab Fundamental US Small Company ETF0.849%0.035%711,3012472024-02-29
Vanguard Tax-Managed Small Cap Adm0.794%0.000%664,86102024-02-29
Dimensional US Targeted Value ETF0.771%0.032%645,9542072024-02-29
Invesco S&P SmallCap Value with Momt ETF0.732%0.592%613,4013,6082024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.828%0.162%5,720,0199,2342024-02-29
Pacer US Small Cap Cash Cows 100 ETF6.678%0.437%5,594,77924,3522024-02-29
Vanguard Total Stock Mkt Idx Inv3.046%0.000%2,551,51702024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr3.011%-0.103%2,522,025-2,6102023-03-31
DFA US Small Cap Value I2.529%-2.238%2,118,298-48,4872024-01-31
iShares Russell 2000 ETF2.430%-0.016%2,036,101-3332024-02-29
SPDR® S&P Metals and Mining ETF2.254%-0.170%1,888,125-3,2092024-02-29
Avantis US Small Cap Value ETF2.222%0.038%1,861,5007062024-02-29
Avantis® U.S. Small Cap Value ETF1.495%0.000%1,252,05102023-07-29
Vanguard Institutional Extnd Mkt Idx Tr1.475%-0.104%1,235,993-1,2912024-02-29
Victory Market Neutral Income I1.327%-4.701%1,106,966-54,6032022-09-30
Vanguard Extended Market Index Investor1.321%4.461%1,106,40347,2532023-08-31
iShares S&P Small-Cap 600 Value ETF1.260%0.277%1,055,3912,9132024-02-29
CREF Stock R11.112%-10.361%931,605-107,6802023-10-31
DFA US Targeted Value I1.034%-0.828%866,135-7,2302024-01-31
Bridgeway Small Cap Value1.005%0.000%841,60002023-03-31
Bridgeway Small-Cap Value1.005%0.000%841,60002023-03-31
Fidelity Small Cap Index1.000%1.532%837,93212,6432023-12-31
Fidelity® Small Cap Index0.965%3.072%807,87124,0752023-10-31
iShares Russell 2000 Value ETF0.940%0.127%787,2109962024-02-01
SPDR® Portfolio S&P 600 Sm Cap ETF0.899%0.020%753,4031542024-02-29
Federated Hermes MDT Small Cap Core IS0.866%1.753%725,28812,4982023-12-31
Federated Hermes MDT SCC Institutional0.866%1.753%725,28812,4982023-12-31
Schwab Fundamental US Small Company ETF0.849%0.035%711,3012472024-02-29
Vanguard Strategic Small-Cap Equity Inv0.847%0.000%709,81902023-12-31
Vanguard Tax-Managed Small Cap Adm0.794%0.000%664,86102024-02-29
Dimensional US Targeted Value ETF0.771%0.032%645,9542072024-02-29
Invesco S&P SmallCap Value with Momt ETF0.732%0.592%613,4013,6082024-02-29
SPDR® S&P 600 Small Cap Value ETF0.699%0.315%585,3501,8392023-12-31

Discussions

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bullorbear

$SXC starting to gap up a little

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turkeyday33

$SXC always with good potential for a long term Hodl

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