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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
CQS
76
Credential Qtrade Securities
$434 +$399 +265 New
PWMG
77
Prestige Wealth Management Group
New Jersey
$409 – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$376 +$167 +111 +94%
VAG
79
VisionPoint Advisory Group
Texas
$369 – – –
CYG
80
Clean Yield Group
Vermont
$364 – – –
FFA
81
Frazier Financial Advisors
Ohio
$265 +$242 +161 New
JWA
82
JFS Wealth Advisors
Pennsylvania
$250 – – –
FWM
83
Focused Wealth Management
New York
$213 – – –
RP
84
Raelipskie Partnership
Ontario, Canada
$182 +$167 +111 New
NA
85
NewEdge Advisors
Louisiana
$167 – – –
PA
86
Pineridge Advisors
Missouri
$164 +$150 +100 New
PFSC
87
Peoples Financial Services Corp
Pennsylvania
$163 – – –
First Manhattan
88
First Manhattan
New York
$160 – – –
CIA
89
Cape Investment Advisory
Georgia
$151 – – –
ACA
90
American Capital Advisory
Idaho
$140 +$128 +85 New
PMFA
91
Plante Moran Financial Advisors
Michigan
$98 – – –
GWS
92
Glassman Wealth Services
Virginia
$82 – – –
TVAMP
93
Tennessee Valley Asset Management Partners
Tennessee
$82 +$75 +50 New
SA
94
SRH Advisors
Kansas
$66 – – –
RIM
95
Rockbridge Investment Management
New York
$50 +$45 +30 New
PTC
96
Private Trust Company
Ohio
$43 – – –
AA
97
Addison Advisors
Vermont
$33 – – –
VCM
98
Versant Capital Management
Arizona
$33 – – –
GPFA
99
Game Plan Financial Advisors
Ohio
$33 +$30 +20 New
FP
100
Financial Perspectives
Minnesota
$26 – – –
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.