We are live on ! Find out more
SNDL icon

Sundial Growers

100 hedge funds and large institutions have $24.8M invested in Sundial Growers in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $13.6M → $24.8M (+$11.2M)

64% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $7.55M

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1.18% more ownership

Funds ownership: 3.82%5% (+1.2%)

0% more funds holding

Funds holding: 100100 (0)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
23
Reduced
18
Closed
11
Calls
$12.4M
Puts
$7.55M
Net Calls
+$4.87M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
51
Toronto Dominion Bank
Ontario, Canada
$9.86K +$8.73K +5,189 New
HI
52
Hoey Investments
Pennsylvania
$4.54K +$841 +500 +26%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$3.95K -$1.83K -1,087 -40%
Bank of America
54
Bank of America
North Carolina
$2.66K +$983 +584 +71%
CG
55
Cutler Group
California
$2K
BCV
56
Banque Cantonale Vaudoise
Switzerland
$1K
BOC
57
Bull Oak Capital
California
$950 +$841 +500 New
NFSG
58
Newbridge Financial Services Group
Florida
$796 -$93 -55 -12%
RCM
59
Ravenstone Capital Management
$728
GRP
60
Global Retirement Partners
California
$701
BlackRock
61
BlackRock
New York
$665 +$589 +350 New
CCA
62
Column Capital Advisors
Indiana
$608
MFC
63
Mechanics Financial Corp
Ohio
$570
KIG
64
Kessler Investment Group
Indiana
$519 -$7 -4 -1%
PWMG
65
Prestige Wealth Management Group
New Jersey
$474
VAG
66
VisionPoint Advisory Group
Texas
$428
BAAM
67
Baker Avenue Asset Management
California
$412
CYG
68
Clean Yield Group
Vermont
$355
JWA
69
JFS Wealth Advisors
Pennsylvania
$289
FWM
70
Focused Wealth Management
New York
$247
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$224
NA
72
NewEdge Advisors
Louisiana
$194
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$190
Fidelity Investments
74
Fidelity Investments
Massachusetts
$190 +$168 +100 New
PFSC
75
Peoples Financial Services Corp
Pennsylvania
$189

SNDL Hedge Fund Activity: Q3 2023 in Review

100 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sundial Growers (SNDL) for Q3 2023, worth a combined $24.8M — up 82% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SNDL positions and 11 closed out — a net gain of 2 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $4.5M. The largest seller was Millennium Management, cutting an estimated $933K.

  • 100 institutional investors held Sundial Growers (SNDL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $24.8M of Sundial Growers stock for Q3 2023, up 82% quarter-over-quarter.
  • 13 funds opened new Sundial Growers positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest Sundial Growers buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $4.5M added.
  • The largest Sundial Growers seller in Q3 2023 was Millennium Management, an estimated $933K sold.

Based on aggregated 13F filings for Q3 2023.