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Sundial Growers

114 hedge funds and large institutions have $55.1M invested in Sundial Growers in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more capital invested

Capital invested by funds: $26.5M → $55.1M (+$28.6M)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

5% more funds holding

Funds holding: 109114 (+5)

4.39% more ownership

Funds ownership: 6.15%10.53% (+4.4%)

36% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $7.61M

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
22
Reduced
19
Closed
22
Calls
$4.89M
Puts
$7.61M
Net Calls
-$2.72M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
76
Banque Cantonale Vaudoise
Switzerland
$1K
NS
77
NBC Securities
Alabama
$1K +$54 +37 New
GRP
78
Global Retirement Partners
California
$822
NFSG
79
Newbridge Financial Services Group
Florida
$802 -$28 -19 -5%
RCM
80
Ravenstone Capital Management
$768
BlackRock
81
BlackRock
New York
$702
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$571 +$423 +290 New
KIG
83
Kessler Investment Group
Indiana
$547
CQS
84
Credential Qtrade Securities
$531
PWMG
85
Prestige Wealth Management Group
New Jersey
$500
CYG
86
Clean Yield Group
Vermont
$445
HNB
87
Hilltop National Bank
Wyoming
$401 +$292 +200 New
JWA
88
JFS Wealth Advisors
Pennsylvania
$305
RP
89
Raelipskie Partnership
Ontario, Canada
$222
NA
90
NewEdge Advisors
Louisiana
$201 -$3 -2 -2%
PA
91
Pineridge Advisors
Missouri
$201
CJ
92
Caitlin John
Michigan
$201 +$146 +100 New
SN
93
Sittner & Nelson
Oregon
$201 +$146 +100 New
PFSC
94
Peoples Financial Services Corp
Pennsylvania
$200
First Manhattan
95
First Manhattan
New York
$196
CIA
96
Cape Investment Advisory
Georgia
$184
ACA
97
American Capital Advisory
Idaho
$136
PMFA
98
Plante Moran Financial Advisors
Michigan
$120
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$96 -$264 -181 -79%
NIC
100
Northwest Investment Counselors
Oregon
$60 +$44 +30 New

SNDL Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sundial Growers (SNDL) for Q1 2024, worth a combined $55.1M — up 108% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SNDL positions and 22 closed out — a net gain of 6 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $13.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $2.95M.

  • 114 institutional investors held Sundial Growers (SNDL) as of Q1 2024, up from 109 in Q4 2023.
  • Funds reported $55.1M of Sundial Growers stock for Q1 2024, up 108% quarter-over-quarter.
  • 28 funds opened new Sundial Growers positions in Q1 2024 and 22 closed out, a net change of +6 holders.
  • The largest Sundial Growers buyer in Q1 2024 was Tidal Investments, an estimated $13.3M added.
  • The largest Sundial Growers seller in Q1 2024 was Mirae Asset Global Investments, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2024.