SunCoke Energy Inc (SXC) Ownership

12.62 ↑0.05 (0.40%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SunCoke Energy Inc (SXC), owning a total of 13.9 million shares. Combined, the top 33 institutional holders of SXC own 94.50% of the company with a total of 79.4 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders increased their combined ownership of SXC by 314 thousand shares. 7 institutions bought 2,238,304 total additional shares and increased their ownership by an average of 11.14%. However 13 institutions sold 1,924,118 total shares and decreased their ownership by an average of 6.84%.

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 314,186 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.477%	-1.733%	13,855,686	-244,285	2024-06-30
Vanguard Group Inc	8.178%	0.499%	6,877,442	34,141	2024-06-30
Dimensional Fund Advisors, Inc.	7.723%	-0.156%	6,494,102	-10,154	2024-06-30
First Trust Advisors L.P.	5.992%	32.395%	5,038,898	1,232,927	2024-06-30
Pacer Advisors, INC.	5.599%	10.999%	4,708,272	466,551	2024-06-30
State Street Corp	5.571%	-3.703%	4,684,495	-180,154	2024-06-30
American Century Companies Inc	2.988%	13.154%	2,512,292	292,050	2024-06-30
Renaissance Technologies Corp	2.922%	-3.466%	2,456,768	-88,200	2024-06-30
LSV Asset Management	2.457%	-1.577%	2,066,217	-33,100	2024-06-30
Geode Capital Management, LLC	2.312%	5.398%	1,943,804	99,544	2024-06-30
Morgan Stanley - Brokerage Accounts	2.261%	-21.463%	1,900,972	-519,512	2024-06-30
Amvescap Plc.	1.904%	-16.776%	1,601,377	-322,798	2024-06-30
Charles Schwab Investment Management Inc	1.865%	-13.640%	1,567,902	-247,629	2024-06-30
Bridgeway Capital Management, LLC	1.744%	-0.879%	1,466,685	-13,000	2024-06-30
Bank of New York Mellon Corp	1.273%	-1.825%	1,070,638	-19,906	2024-06-30
Goldman Sachs Group Inc	1.125%	-15.471%	945,768	-173,098	2024-06-30
TCW Group Inc	1.047%	-1.971%	880,127	-17,700	2024-06-30
Jacobs Levy Equity Management, Inc.	0.994%	15.279%	835,642	110,756	2024-06-30
Federated Hermes Inc	0.976%	0.285%	820,731	2,335	2024-06-30
Northern Trust Corp	0.966%	-6.296%	812,408	-54,582	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.477%	-1.733%	13,855,686	-244,285	2024-06-30
Vanguard Group Inc	8.178%	0.499%	6,877,442	34,141	2024-06-30
Dimensional Fund Advisors, Inc.	7.723%	-0.156%	6,494,102	-10,154	2024-06-30
First Trust Advisors L.P.	5.992%	32.395%	5,038,898	1,232,927	2024-06-30
State Street Corporation	5.786%	-12.140%	4,864,649	-672,156	2024-03-31
Pacer Advisors, INC.	5.599%	10.999%	4,708,272	466,551	2024-06-30
State Street Corp	5.571%	-3.703%	4,684,495	-180,154	2024-06-30
American Century Companies Inc	2.988%	13.154%	2,512,292	292,050	2024-06-30
Renaissance Technologies Corp	2.922%	-3.466%	2,456,768	-88,200	2024-06-30
LSV Asset Management	2.457%	-1.577%	2,066,217	-33,100	2024-06-30
Geode Capital Management, LLC	2.312%	5.398%	1,943,804	99,544	2024-06-30
Morgan Stanley - Brokerage Accounts	2.261%	-21.463%	1,900,972	-519,512	2024-06-30
Amvescap Plc.	1.904%	-16.776%	1,601,377	-322,798	2024-06-30
Charles Schwab Investment Management Inc	1.865%	-13.640%	1,567,902	-247,629	2024-06-30
Bridgeway Capital Management, LLC	1.744%	-0.879%	1,466,685	-13,000	2024-06-30
Victory Capital Management Inc.	1.656%	-19.032%	1,381,514	-324,726	2022-09-30
Boundary Creek Advisors LP	1.648%	-55.350%	1,380,213	-1,710,935	2022-12-31
Arrowstreet Capital Limited Partnership	1.505%	-5.726%	1,265,131	-76,843	2024-03-31
Nuveen Asset Management, LLC	1.504%	-0.225%	1,259,682	-2,841	2023-09-30
Bank of New York Mellon Corp	1.273%	-1.825%	1,070,638	-19,906	2024-06-30
Acadian Asset Management LLC	1.220%	992,090.000%	1,021,956	1,021,853	2023-09-30
Goldman Sachs Group Inc	1.125%	-15.471%	945,768	-173,098	2024-06-30
JPMorgan Chase & Co	1.071%	9.455%	900,165	77,757	2023-12-31
TCW Group Inc	1.047%	-1.971%	880,127	-17,700	2024-06-30
Millennium Management LLC	1.011%	-20.945%	846,380	-224,246	2023-09-30
Jacobs Levy Equity Management, Inc.	0.994%	15.279%	835,642	110,756	2024-06-30
Teacher Retirement System Of Texas	0.996%	-26.060%	830,992	-292,880	2022-09-30
Federated Hermes Inc	0.976%	0.285%	820,731	2,335	2024-06-30
Empowered Funds, LLC	0.968%	116.365%	814,170	437,875	2024-03-31
Northern Trust Corp	0.966%	-6.296%	812,408	-54,582	2024-06-30
Gendell Jeffrey L	0.965%	-9.922%	805,059	-88,676	2022-09-30
Assenagon Asset Management SA	0.932%	49.398%	783,778	259,152	2024-03-31
Two Sigma Advisers, LLC	0.868%	-9.335%	726,525	-74,800	2023-03-31

Mutual Fund Ownership

First Trust SMID Cp Rising Div Achv ETF is the biggest individual fund holder of SunCoke Energy Inc (SXC), owning a total of 5.5 million shares. Combined, the top 35 mutual fund holders of SXC own 58.75% of the company with a total of 49.4 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of SXC by 11 thousand shares. 4 funds bought 14,682 total additional shares and increased their ownership by an average of 0.29%. However 3 funds sold 25,232 total shares and decreased their ownership by an average of 1.21%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding SunCoke Energy decreased by a net total of -10,550 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.375%	0.105%	5,360,790	5,628	2024-10-31
Avantis US Small Cap Value ETF	2.860%	0.000%	2,405,024	0	2024-10-31
iShares Russell 2000 ETF	2.591%	-0.224%	2,178,435	-4,900	2024-10-31
SPDR® S&P Metals and Mining ETF	1.794%	0.173%	1,508,794	2,608	2024-10-31
iShares S&P Small-Cap 600 Value ETF	1.026%	0.098%	862,543	846	2024-10-31
iShares Russell 2000 Value ETF	0.938%	0.000%	789,027	0	2024-10-31
Invesco S&P SmallCap Value with Momt ETF	0.890%	-0.271%	748,324	-2,032	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.871%	0.771%	732,283	5,600	2024-10-31
Dimensional US Targeted Value ETF	0.792%	0.000%	666,176	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.674%	-3.126%	567,055	-18,300	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
First Trust SMID Cp Rising Div Achv ETF	6.580%	0.438%	5,532,044	24,136	2024-08-29
iShares Core S&P Small-Cap ETF	6.375%	0.105%	5,360,790	5,628	2024-10-31
Pacer US Small Cap Cash Cows 100 ETF	5.443%	-0.025%	4,576,148	-1,139	2024-08-30
Vanguard Total Stock Mkt Idx Inv	3.163%	0.000%	2,659,906	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.011%	-0.103%	2,522,025	-2,610	2023-03-31
Avantis US Small Cap Value ETF	2.860%	0.000%	2,405,024	0	2024-10-31
iShares Russell 2000 ETF	2.591%	-0.224%	2,178,435	-4,900	2024-10-31
DFA US Small Cap Value I	2.108%	-5.096%	1,772,294	-95,164	2024-09-30
SPDR® S&P Metals and Mining ETF	1.794%	0.173%	1,508,794	2,608	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.540%	-1.380%	1,294,911	-18,125	2024-09-30
Avantis® U.S. Small Cap Value ETF	1.495%	0.000%	1,252,051	0	2023-07-29
Victory Market Neutral Income I	1.327%	-4.701%	1,106,966	-54,603	2022-09-30
Vanguard Extended Market Index Investor	1.321%	4.461%	1,106,403	47,253	2023-08-31
CREF Stock R1	1.112%	-10.361%	931,605	-107,680	2023-10-31
iShares S&P Small-Cap 600 Value ETF	1.026%	0.098%	862,543	846	2024-10-31
Fidelity Small Cap Index	1.024%	-2.419%	860,693	-21,333	2024-08-31
Bridgeway Small-Cap Value	1.005%	0.000%	841,600	0	2023-03-31
Bridgeway Small Cap Value	1.005%	0.000%	841,600	0	2023-03-31
Fidelity® Small Cap Index	0.965%	3.072%	807,871	24,075	2023-10-31
iShares Russell 2000 Value ETF	0.938%	0.000%	789,027	0	2024-10-31
DFA US Targeted Value I	0.917%	-3.574%	771,227	-28,584	2024-09-30
Federated Hermes MDT SCC Institutional	0.917%	0.000%	770,710	0	2024-09-30
Federated Hermes MDT Small Cap Core IS	0.917%	0.000%	770,710	0	2024-09-30
Vanguard Strategic Small-Cap Equity Inv	0.908%	0.000%	763,609	0	2024-09-30
Invesco S&P SmallCap Value with Momt ETF	0.890%	-0.271%	748,324	-2,032	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.889%	-0.141%	747,063	-1,057	2024-05-30
Schwab Fundamental U.S. Small CompanyETF	0.877%	0.000%	736,979	0	2024-05-31
Schwab Fundamental US Small Company ETF	0.877%	0.000%	736,979	0	2024-05-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.871%	0.771%	732,283	5,600	2024-10-31
Dimensional US Targeted Value ETF	0.792%	0.000%	666,176	0	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.699%	0.315%	585,350	1,839	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.674%	-3.126%	567,055	-18,300	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.652%	-10.534%	548,129	-64,536	2024-09-30
Fidelity Extended Market Index	0.597%	2.319%	501,819	11,375	2024-08-31
Bridgeway Omni Small-Cap Value	0.592%	0.000%	497,700	0	2024-06-30