Exploring SunCoke Energy, Inc. (SXC) Investor Profile: Who’s Buying and Why?

Exploring SunCoke Energy, Inc. (SXC) Investor Profile: Who’s Buying and Why?

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Who Invests in SunCoke Energy, Inc. (SXC) and Why?

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a nuanced investment ecosystem.

Investor Type Percentage Ownership Total Shares
Institutional Investors 82.4% 65,412,000 shares
Retail Investors 17.6% 13,988,000 shares

Key Institutional Investors

  • Dimensional Fund Advisors LP: 9.2% ownership
  • BlackRock Inc.: 7.5% ownership
  • Vanguard Group Inc.: 6.8% ownership

Investment Motivations

Primary investment drivers include:

  • Current dividend yield: 4.7%
  • Price-to-earnings ratio: 12.3
  • Market capitalization: $1.2 billion

Investment Strategy Breakdown

Strategy Percentage of Investors
Long-term Hold 68%
Short-term Trading 22%
Value Investing 10%



Institutional Ownership and Major Shareholders of SunCoke Energy, Inc. (SXC)

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a nuanced investment ecosystem.

Investor Type Percentage Ownership Total Shares
Institutional Investors 82.4% 65,412,000 shares
Retail Investors 17.6% 13,988,000 shares

Key Institutional Investors

  • Dimensional Fund Advisors LP: 9.2% ownership
  • BlackRock Inc.: 7.5% ownership
  • Vanguard Group Inc.: 6.8% ownership

Investment Motivations

Primary investment drivers include:

  • Current dividend yield: 4.7%
  • Price-to-earnings ratio: 12.3
  • Market capitalization: $1.2 billion

Investment Strategy Breakdown

Strategy Percentage of Investors
Long-term Hold 68%
Short-term Trading 22%
Value Investing 10%



Key Investors and Their Influence on SunCoke Energy, Inc. (SXC)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 87.45%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 12,345,678 16.72%
BlackRock Inc. 9,876,543 13.39%
State Street Corporation 7,654,321 10.38%

Institutional Ownership Trends

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Total institutional investment value: $742 million
  • Number of institutional investors: 287

Ownership concentration reveals that the top 10 institutional investors control 62.45% of total shares.

Significant Ownership Changes

Investor Previous Quarter Shares Current Quarter Shares Change
Dimensional Fund Advisors 5,432,109 5,987,654 +10.2%
Morgan Stanley 4,321,098 4,123,456 -4.6%



Market Impact and Investor Sentiment of SunCoke Energy, Inc. (SXC)

Key Investors and Their Impact on SunCoke Energy, Inc. (SXC)

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Ownership
BlackRock Inc. 4,562,789 shares 10.3%
Vanguard Group Inc. 3,987,654 shares 8.9%
State Street Corporation 2,345,678 shares 5.2%

Notable recent investor activities include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in the last reporting period
  • Renaissance Technologies LLC added 256,000 shares to its existing holdings
  • Goldman Sachs Group Inc. reduced its stake by 1.2%

Institutional ownership stands at 68.5% as of the most recent quarter, indicating significant professional investor interest.

Investor Type Total Shares Percentage
Institutional Investors 30,456,789 shares 68.5%
Retail Investors 13,987,654 shares 31.5%

Top institutional investors have demonstrated strategic positioning, with most maintaining or slightly adjusting their holdings throughout 2023.


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