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Sundial Growers
SNDL

141 hedge funds and large institutions have $78.9M invested in Sundial Growers in 2021 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 8

854% more capital invested

Capital invested by funds: $8.27M → $78.9M (+$70.7M)

213% more funds holding

Funds holding: 45 → 141 (+96)

109% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $21.9M

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

0.19% more ownership

Funds ownership: 0.23% → 0.42% (+0.19%)

Holders
141
Holders Change
+96
Holders Change %
+213.33%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
104
Increased
20
Reduced
12
Closed
8
Calls
$45.7M
Puts
$21.9M
Net Calls
+$23.8M
Net Calls Change
+$24M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$10.8M
3
Jane Street
Jane Street
New York
+$8.77M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.78M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.36M

Top Sellers

Rank Fund Capital Flow
1
Group One Trading
Group One Trading
Illinois
-$1.19M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$426K
3
FWP
Firethorn Wealth Partners
Georgia
-$237K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$182K
5
BCM
Bluefin Capital Management
New York
-$152K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GWM
102
Geneos Wealth Management
Colorado
$3K -$3.56K -300 -41%
Bank of America
103
Bank of America
North Carolina
$3K +$2.97K +250 New
BCV
104
Banque Cantonale Vaudoise
Switzerland
$3K +$3.56K +300 New
AIC
105
Ameritas Investment Company
Nebraska
$2.8K +$2.94K +248 New
SPIA
106
Steward Partners Investment Advisory
New York
$2.26K +$2.38K +200 New
JPLA
107
Joseph P. Lucia & Associates
New York
$2K +$1.72K +145 New
FWM
108
Focused Wealth Management
New York
$2K +$1.79K +151 New
LFG
109
Larson Financial Group
Missouri
$2K +$1.82K +153 New
AWA
110
Arkadios Wealth Advisors
Georgia
$2K +$2.38K +200 New
HWA
111
HHM Wealth Advisors
Tennessee
$2K +$2.38K +200 New
RFA
112
Reilly Financial Advisors
California
$2K +$2.38K +200 New
AF
113
Allworth Financial
California
$1K – – –
First Manhattan
114
First Manhattan
New York
$1K – – –
AWM
115
Activest Wealth Management
Florida
$1K +$95 +8 New
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$1K +$594 +50 New
GWS
117
Glassman Wealth Services
Virginia
$1K +$594 +50 New
CAC
118
Certified Advisory Corp
Florida
$1K +$831 +70 New
AA
119
AlphaMark Advisors
Kentucky
$1K +$1.19K +100 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$1K +$1.19K +100 New
CWA
121
Carolina Wealth Advisors
South Carolina
$1K +$1.19K +100 New
FCM
122
Firestone Capital Management
Florida
$1K +$1.19K +100 New
HCM
123
Horrell Capital Management
Arkansas
$1K +$1.19K +100 New
PFSC
124
Peoples Financial Services Corp
Pennsylvania
$1K +$1.19K +100 New
PWM
125
Prentice Wealth Management
New York
$1K +$1.19K +100 New
2 3 4
5
6

SNDL Hedge Fund Activity: Q1 2021 in Review

141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sundial Growers (SNDL) for Q1 2021, worth a combined $78.9M — up 854% from $8.27M a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new SNDL positions and 8 closed out — a net gain of 96 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Group One Trading, exiting entirely with an estimated $1.19M sold.

  • 141 institutional investors held Sundial Growers (SNDL) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $78.9M of Sundial Growers stock for Q1 2021, up 854% quarter-over-quarter.
  • 104 funds opened new Sundial Growers positions in Q1 2021 and 8 closed out, a net change of +96 holders.
  • The largest Sundial Growers buyer in Q1 2021 was Morgan Stanley, an estimated $13M added.
  • The largest Sundial Growers seller in Q1 2021 was Group One Trading, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2021.