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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
First Manhattan
76
First Manhattan
New York
$186
CIA
77
Cape Investment Advisory
Georgia
$175
FFL
78
Financial Freedom LLC
Ohio
$137
PMFA
79
Plante Moran Financial Advisors
Michigan
$114
GWS
80
Glassman Wealth Services
Virginia
$95
BWP
81
Baldwin Wealth Partners
Massachusetts
$95 +$84 +50 New
SA
82
SRH Advisors
Kansas
$76
NIC
83
Northwest Investment Counselors
Oregon
$57
PTC
84
Private Trust Company
Ohio
$49
GGI
85
Godsey & Gibb Inc
Virginia
$48
HI
86
Harbour Investments
Wisconsin
$48
VCM
87
Versant Capital Management
Arizona
$38
AA
88
Addison Advisors
Vermont
$38 +$34 +20 New
FP
89
Financial Perspectives
Minnesota
$30
AWM
90
Abound Wealth Management
Tennessee
$29
IA
91
IFP Advisors
Florida
$19 -$17 -10 -50%
LFG
92
Larson Financial Group
Missouri
$19
CHC
93
City Holding Co
West Virginia
$13
JP Morgan Chase
94
JP Morgan Chase
New York
$11
HCM
95
Hollencrest Capital Management
California
$10
Verition Fund Management
96
Verition Fund Management
Connecticut
-$98K -71,500 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$72K -52,555 Closed
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
-$47.2K -34,420 Closed
FTUS
99
Flow Traders U.S.
New York
-$19K -14,035 Closed
BCM
100
Brookstone Capital Management
Illinois
-$14.5K -10,048 Closed

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.