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Sundial Growers

100 hedge funds and large institutions have $13.6M invested in Sundial Growers in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $7.76M | Put options by funds: $4.24M

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

2.67% less ownership

Funds ownership: 6.49%3.82% (-2.7%)

6% less funds holding

Funds holding: 106100 (-6)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

50% less capital invested

Capital invested by funds: $27.4M → $13.6M (-$13.8M)

Holders
100
Holders Change
-6
Holders Change %
-5.66%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
17
Closed
22
Calls
$7.76M
Puts
$4.24M
Net Calls
+$3.52M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAG
51
First Capital Advisors Group
New Jersey
$1.76K +$1.95K +1,287 New
UBS Group
52
UBS Group
Switzerland
$1.3K -$16.5K -10,877 -92%
Bank of America
53
Bank of America
North Carolina
$1.12K -$58 -38 -4%
BCV
54
Banque Cantonale Vaudoise
Switzerland
$1K
VNA
55
Valley National Advisers
Pennsylvania
$1K
CG
56
Cutler Group
California
$1K +$61 +40 +4%
NFSG
57
Newbridge Financial Services Group
Florida
$649
Deutsche Bank
58
Deutsche Bank
Germany
$630 +$698 +460 New
GRP
59
Global Retirement Partners
California
$562 +$455 +300 +273%
RCM
60
Ravenstone Capital Management
$526
ODG
61
O'Dell Group
Ohio
$439 +$486 +320 New
CCA
62
Column Capital Advisors
Indiana
$438
MFC
63
Mechanics Financial Corp
Ohio
$411
KIG
64
Kessler Investment Group
Indiana
$379
PFG
65
Piershale Financial Group
Illinois
$348
PWMG
66
Prestige Wealth Management Group
New Jersey
$342 -$759 -500 -67%
VAG
67
VisionPoint Advisory Group
Texas
$308 +$341 +225 New
CYG
68
Clean Yield Group
Vermont
$304
BAAM
69
Baker Avenue Asset Management
California
$297
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$216 +$240 +158 New
JWA
71
JFS Wealth Advisors
Pennsylvania
$209
FWM
72
Focused Wealth Management
New York
$178
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$162 -$114 -75 -39%
NA
74
NewEdge Advisors
Louisiana
$140
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$137 +$152 +100 New

SNDL Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sundial Growers (SNDL) for Q2 2023, worth a combined $13.6M — down 50% from $27.4M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SNDL and 17 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $1.07M. The largest seller was HRT Financial, exiting entirely with an estimated $1.26M sold.

  • 100 institutional investors held Sundial Growers (SNDL) as of Q2 2023, down from 106 in Q1 2023.
  • Funds reported $13.6M of Sundial Growers stock for Q2 2023, down 50% quarter-over-quarter.
  • 17 funds opened new Sundial Growers positions in Q2 2023 and 22 closed out, a net change of -5 holders.
  • The largest Sundial Growers buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $1.07M added.
  • The largest Sundial Growers seller in Q2 2023 was HRT Financial, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2023.