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Sundial Growers
SNDL

109 hedge funds and large institutions have $26.5M invested in Sundial Growers in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

26% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.31M

9% more funds holding

Funds holding: 100 → 109 (+9)

7% more capital invested

Capital invested by funds: $24.8M → $26.5M (+$1.62M)

1.14% more ownership

Funds ownership: 5% → 6.15% (+1.1%)

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
23
Reduced
14
Closed
16
Calls
$9.24M
Puts
$7.31M
Net Calls
+$1.93M
Net Calls Change
-$2.94M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.93M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.58M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M
4
CCM
Connective Capital Management
California
+$460K
5
Simplex Trading
Simplex Trading
Illinois
+$210K

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.34M
2
OMC
Old Mission Capital
Illinois
-$507K
3
Jane Street
Jane Street
New York
-$145K
4
VF
Virtu Financial
New York
-$82.8K
5
UBS Group
UBS Group
Switzerland
-$53.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
51
Cowen and Company
New York
$16.4K – – –
EDRH
52
Edmond de Rothschild Holding
Switzerland
$16.4K – – –
NGA
53
Naples Global Advisors
Florida
$16.4K – – –
PP
54
PFS Partners
New Jersey
$9.84K +$9.03K +6,000 New
Osaic Holdings
55
Osaic Holdings
Arizona
$9.79K +$674 +448 +8%
ASN
56
Advisory Services Network
Georgia
$9.6K +$8.81K +5,855 New
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$8.51K – – –
LI
58
Louisbourg Investments
New Brunswick, Canada
$4.76K +$4.36K +2,900 New
HI
59
Hoey Investments
Pennsylvania
$3.92K – – –
LFG
60
Larson Financial Group
Missouri
$3.3K +$3.01K +2,000 +20,000%
TWC
61
TD Waterhouse Canada
Ontario, Canada
$2.01K -$1.06K -708 -43%
SIS
62
Sound Income Strategies
Florida
$1.15K +$1.05K +700 New
BCV
63
Banque Cantonale Vaudoise
Switzerland
$1K – – –
CG
64
Cutler Group
California
$1K – – –
SNB
65
Security National Bank
Nebraska
$943 +$865 +575 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$820 +$752 +500 New
RFG
67
REAP Financial Group
Texas
$820 +$752 +500 New
NFSG
68
Newbridge Financial Services Group
Florida
$687 – – –
RCM
69
Ravenstone Capital Management
$628 – – –
GRP
70
Global Retirement Partners
California
$611 – – –
BlackRock
71
BlackRock
New York
$574 – – –
MSWM
72
McGlone Suttner Wealth Management
Wisconsin
$510 +$468 +311 New
MFC
73
Mechanics Financial Corp
Ohio
$492 – – –
GIM
74
Gold Investment Management
Alberta, Canada
$479 +$439 +292 New
KIG
75
Kessler Investment Group
Indiana
$448 – – –
1 2
3
4 5

SNDL Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sundial Growers (SNDL) for Q4 2023, worth a combined $26.5M — up 6.5% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SNDL positions and 16 closed out — a net gain of 10 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.93M. The largest seller was Mirae Asset Global Investments, cutting an estimated $1.34M.

  • 109 institutional investors held Sundial Growers (SNDL) as of Q4 2023, up from 100 in Q3 2023.
  • Funds reported $26.5M of Sundial Growers stock for Q4 2023, up 6.5% quarter-over-quarter.
  • 26 funds opened new Sundial Growers positions in Q4 2023 and 16 closed out, a net change of +10 holders.
  • The largest Sundial Growers buyer in Q4 2023 was Morgan Stanley, an estimated $1.93M added.
  • The largest Sundial Growers seller in Q4 2023 was Mirae Asset Global Investments, an estimated $1.34M sold.

Based on aggregated 13F filings for Q4 2023.