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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
BAAM
76
Baker Avenue Asset Management
California
$347 +$426 +217 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$309 +$343 +175 +972%
JWA
78
JFS Wealth Advisors
Pennsylvania
$244 +$298 +152 New
FWM
79
Focused Wealth Management
New York
$208
GRP
80
Global Retirement Partners
California
$172 +$216 +110 New
NA
81
NewEdge Advisors
Louisiana
$163 -$20 -10 -9%
PFSC
82
Peoples Financial Services Corp
Pennsylvania
$159
First Manhattan
83
First Manhattan
New York
$156
CIA
84
Cape Investment Advisory
Georgia
$147 +$180 +92 New
FFL
85
Financial Freedom LLC
Ohio
$115
PMFA
86
Plante Moran Financial Advisors
Michigan
$96
GWS
87
Glassman Wealth Services
Virginia
$80
NIC
88
Northwest Investment Counselors
Oregon
$48
PTC
89
Private Trust Company
Ohio
$42
GGI
90
Godsey & Gibb Inc
Virginia
$40
HI
91
Harbour Investments
Wisconsin
$40
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$37 +$13.3K +6,769 +41%
VCM
93
Versant Capital Management
Arizona
$32
FP
94
Financial Perspectives
Minnesota
$26
AWM
95
Abound Wealth Management
Tennessee
$24
LFG
96
Larson Financial Group
Missouri
$16
HCM
97
Hollencrest Capital Management
California
$8
NC
98
NewSquare Capital
Pennsylvania
$8
NMG
99
New Millennium Group
Utah
$6
AGM
100
Alpine Global Management
New York
-$118K -56,474 Closed

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.