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Sundial Growers

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: 100109 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$8.25M -$1.34M -891,113 -15%
Morgan Stanley
2
Morgan Stanley
New York
$3.72M +$1.93M +1,282,009 +130%
Citadel Advisors
3
Citadel Advisors
Florida
$2.45M +$1.58M +1,047,301 +236%
AI
4
AdvisorShares Investments
Maryland
$1.33M +$134K +89,222 +12%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.3M +$1.08M +715,949 +917%
Group One Trading
6
Group One Trading
Illinois
$887K +$108K +72,076 +15%
Invesco
7
Invesco
Georgia
$825K +$8.39K +5,576 +1%
State Street
8
State Street
Massachusetts
$577K +$8.49K +5,640 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$576K
Jane Street
10
Jane Street
New York
$520K -$145K -96,039 -23%
CCC
11
Cable Car Capital
California
$502K +$461K +306,195 New
CCM
12
Connective Capital Management
California
$501K +$460K +305,505 New
RC
13
RBF Capital
California
$492K
PCM
14
Penserra Capital Management
California
$490K
Simplex Trading
15
Simplex Trading
Illinois
$490K +$210K +139,256 +87%
CIM
16
Cambria Investment Management
California
$403K
Millennium Management
17
Millennium Management
New York
$381K +$14.2K +9,468 +4%
VF
18
Virtu Financial
New York
$267K -$82.8K -55,006 -25%
DGAM
19
Desjardins Global Asset Management
Quebec, Canada
$229K +$277 +184 +1%
GS
20
GTS Securities
New York
$219K +$24.7K +16,414 +14%
AG
21
Algert Global
California
$201K +$184K +122,400 New
Vontobel Holding
22
Vontobel Holding
Switzerland
$192K +$85.1K +56,544 +94%
CG
23
Caprock Group
Idaho
$182K
SOW
24
State of Wyoming
Wyoming
$117K -$34.7K -23,072 -24%
LSA
25
Leonteq Securities AG
Switzerland
$105K -$29.2K -19,420 -23%

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.