Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUNCOKE ENERGY INC (SXC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
4Q ▼
Buyers last Q
42%

Smart Money Signals — SXC

Based on 219 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their SXC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
219 funds currently hold this stock — 88% of the 3.0-year high of 250 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
31 fewer hedge funds hold SXC compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

101 buying140 selling
Last quarter: 140 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new SXC position: 41 → 31 → 24 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
147 out of 219 hedge funds have held SXC 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

35 → 41 → 31 → 24 → 35 new funds/Q
New funds entering each quarter: 41 → 31 → 24 → 35. SXC 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 — 75% of holders stayed 2+ years

■ 75% veterans ■ 9% 1-2yr ■ 16% new
Of 225 current holders: 169 (75%) 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.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
52 of 219 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in SXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — SXC

In 2025 Q4, 101 hedge funds were net buyers of SXC (35 opened a new position, 66 added to an existing one), while 140 reduced or exited (99 trimmed, 41 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 53% of total institutional value in SXC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 219.

Hedge Fund Ownership: SXC

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

Market Analysis: SXC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SXC

-- --

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

Is It Too Late to Buy SUNCOKE ENERGY INC (SXC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SXC has moved relative to its sector benchmark (SPY) 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 · 50d ago
SXC
+26.2%
SPY
+42.5%

SXC outperformed SPY by -16.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
SXC
+1.6%
SPY
-1.8%

Since the filing became public, SXC outperformed SPY by +3.4% .

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.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: SXC
212 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 212 219 -3.2%
13F Shares 70M 79M -10.64%
Total Value $432M $565M -23.59%
New Positions 43 35 +8
Increased Positions 72 66 +6
Closed Positions 50 41 +9
Reduced Positions 72 96 -24
Total Calls 3 3 -
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.33 1.33 Bullish

Statistics: SXC

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

212 + investors

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

QUARTER:
Top 25 institutional holders of SXC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dynamic Technology Lab Private Ltd 0.22% 212,379 $1.4M
2 GENDELL JEFFREY L 0.18% 2,077,114 $13.5M
3 Veracity Capital LLC 0.16% 70,896 $462K
4 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.11% 819,810 $5.3M
5 Altus Wealth Group LLC 0.10% 37,082 $241K
6 CoreCommodity Management, LLC 0.09% 75,857 $494K
7 EntryPoint Capital, LLC 0.08% 44,044 $287K
8 LEE DANNER & BASS INC 0.08% 195,000 $1.3M
9 Scientech Research LLC 0.07% 13,329 $87K
10 Truvestments Capital LLC 0.06% 49,220 $320K
11 Virtus Investment Advisers, LLC 0.06% 31,071 $202K
12 Counterpoint Mutual Funds LLC 0.06% 56,443 $367K
13 ALGERT GLOBAL LLC 0.06% 563,160 $4K
14 Quantbot Technologies LP 0.05% 200,189 $1.3M
15 CWA Asset Management Group, LLC 0.05% 230,870 $1.5M
16 LSV ASSET MANAGEMENT 0.04% 3,179,331 $21K
17 FOX RUN MANAGEMENT, L.L.C. 0.04% 37,829 $249K
18 OXFORD ASSET MANAGEMENT LLP 0.04% 13,625 $89K
19 Empirical Asset Management, LLC 0.03% 19,955 $130K
20 Catalyst Funds Management Pty Ltd 0.03% 30,552 $199K
21 GSA CAPITAL PARTNERS LLP 0.03% 73,601 —
22 State of Wyoming 0.03% 32,957 $215K
23 Jump Financial, LLC 0.02% 279,953 $1.8M
24 MIRABELLA FINANCIAL SERVICES LLP 0.02% 38,014 $247K
25 RENAISSANCE TECHNOLOGIES LLC 0.02% 2,194,661 $14.3M
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 — SUNCOKE ENERGY INC (SXC)

What does the Smart Money Trend signal show for SXC?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their SXC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SXC?

More sellers than buyers — 42% buying: Last quarter: 140 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SXC holders?

Elite ownership — 53% AUM from top-100 funds: 52 of 219 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in SXC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SXC?

67% of holders stayed for 2+ years: 147 out of 219 hedge funds have held SXC 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 SUNCOKE ENERGY INC (SXC) following the 2026 Q1 hedge fund 13F filings?

As of today, SXC has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), SXC has gained +26.2% vs +42.5% for SPY. 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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