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Sundial Growers

106 hedge funds and large institutions have $27.4M invested in Sundial Growers in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more capital invested

Capital invested by funds: $11.1M → $27.4M (+$16.3M)

106% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $5.29M

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

7% more funds holding

Funds holding: 99106 (+7)

4.1% more ownership

Funds ownership: 2.39%6.49% (+4.1%)

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
23
Reduced
20
Closed
18
Calls
$10.9M
Puts
$5.29M
Net Calls
+$5.6M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
51
Cowen and Company
New York
$16K -$20.2K -10,310 -51%
EDRH
52
Edmond de Rothschild Holding
Switzerland
$16K
BCM
53
Brookstone Capital Management
Illinois
$15.8K
Credit Agricole
54
Credit Agricole
France
$12.8K
ASN
55
Advisory Services Network
Georgia
$9.37K +$10.7K +5,455 +1,364%
TRCT
56
Tower Research Capital (TRC)
New York
$8K -$58.5K -29,818 -86%
TWC
57
TD Waterhouse Canada
Ontario, Canada
$5.88K +$2.65K +1,353 +97%
N
58
Natixis
France
$5.83K
IAIM
59
International Assets Investment Management
Florida
$2.08K +$2.55K +1,300 New
Bank of America
60
Bank of America
North Carolina
$1.37K +$447 +228 +36%
PWMG
61
Prestige Wealth Management Group
New Jersey
$1.2K +$1.47K +749 New
AA
62
Addison Advisors
Vermont
$1.12K
CG
63
Cutler Group
California
$1K -$42K -21,391 -95%
BCV
64
Banque Cantonale Vaudoise
Switzerland
$1K
HI
65
Hoey Investments
Pennsylvania
$807 +$981 +500 +12,500%
HT
66
Headlands Technologies
Illinois
$765 +$938 +478 New
NFSG
67
Newbridge Financial Services Group
Florida
$758
RCM
68
Ravenstone Capital Management
$614 +$751 +383 New
BAM
69
Belpointe Asset Management
Nevada
$570 +$51 +26 +8%
CCA
70
Column Capital Advisors
Indiana
$512
MFC
71
Mechanics Financial Corp
Ohio
$480
KIG
72
Kessler Investment Group
Indiana
$443 -$6 -3 -1%
PFG
73
Piershale Financial Group
Illinois
$406
CYG
74
Clean Yield Group
Vermont
$355 +$436 +222 New
AAS
75
Ameritas Advisory Services
Nebraska
$351 +$485 +247 New

SNDL Hedge Fund Activity: Q1 2023 in Review

106 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sundial Growers (SNDL) for Q1 2023, worth a combined $27.4M — up 147% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SNDL positions and 18 closed out — a net gain of 7 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was ETF Managers Group, opening a new position worth an estimated $14.2M. The largest seller was Group One Trading, cutting an estimated $415K.

  • 106 institutional investors held Sundial Growers (SNDL) as of Q1 2023, up from 99 in Q4 2022.
  • Funds reported $27.4M of Sundial Growers stock for Q1 2023, up 147% quarter-over-quarter.
  • 25 funds opened new Sundial Growers positions in Q1 2023 and 18 closed out, a net change of +7 holders.
  • The largest Sundial Growers buyer in Q1 2023 was ETF Managers Group, an estimated $14.2M added.
  • The largest Sundial Growers seller in Q1 2023 was Group One Trading, an estimated $415K sold.

Based on aggregated 13F filings for Q1 2023.