We are live on ! Find out more
STKL

SunOpta

Delisted

STKL was delisted on the 1st of May, 2026.

98 hedge funds and large institutions have $598M invested in SunOpta in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $187K

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.23% less ownership

Funds ownership: 79.69%79.46% (-0.23%)

8% less funds holding

Funds holding: 10698 (-8)

14% less capital invested

Capital invested by funds: $698M → $598M (-$101M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
98
Holders Change
-8
Holders Change %
-7.55%
% of All Funds
2.44%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
13
Increased
36
Reduced
28
Closed
21
Calls
$1.07M
Puts
$187K
Net Calls
+$888K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.4M +$472K +51,963 +0.7%
TCP
2
Tourbillon Capital Partners
New York
$68.4M -$239K -26,362 -0.3%
EC
3
Engaged Capital
California
$58.8M
UBS Group
4
UBS Group
Switzerland
$50.3M +$758K +83,474 +1%
OCM
5
Oaktree Capital Management
California
$38.2M
EAM
6
Eventide Asset Management
Massachusetts
$33.8M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$31.3M -$1.96M -215,783 -6%
AAP
8
Ardsley Advisory Partners
Connecticut
$20.6M +$332K +36,600 +2%
OMC
9
Overbrook Management Corp
New York
$19.4M +$3.24M +357,000 +19%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$19.1M +$3.46M +381,000 +21%
FMI
11
Factory Mutual Insurance
Massachusetts
$18.9M +$2.39M +263,500 +14%
Zurich Cantonal Bank
12
Zurich Cantonal Bank
Switzerland
$15.1M -$895K -98,505 -5%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$13.1M +$1.76M +193,515 +15%
Deutsche Bank
14
Deutsche Bank
Germany
$11.6M -$225K -24,783 -2%
ClearBridge Investments
15
ClearBridge Investments
New York
$11M +$11.5M +1,260,712 New
NIP
16
Nicholas Investment Partners
California
$9.1M +$3.11M +342,419 +49%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$8.53M +$2.49M +274,532 +39%
RA
18
Royce & Associates
New York
$7.84M -$272K -30,000 -3%
PCA
19
Prospect Capital Advisors
California
$5.95M +$256K +28,200 +4%
WFC
20
West Face Capital
Ontario, Canada
$5.61M -$2.18M -240,000 -27%
GGHC
21
Gilder Gagnon Howe & Co
New York
$5.11M -$37.5K -4,126 -0.7%
MA
22
Montag & Associates
Georgia
$5M -$50.4K -5,544 -1%
FCM
23
Freshford Capital Management
New York
$4.87M +$1.23M +135,846 +32%
KCM
24
Kennedy Capital Management
Missouri
$4.58M +$154K +16,937 +3%
JAM
25
Jupiter Asset Management
United Kingdom
$4.17M

STKL Hedge Fund Activity: Q3 2017 in Review

98 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in SunOpta (STKL) for Q3 2017, worth a combined $598M — down 14% from $698M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of STKL and 13 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 36 added.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $11.5M. The largest seller was RWC Asset Management, exiting entirely with an estimated $7.33M sold.

  • 98 institutional investors held SunOpta (STKL) as of Q3 2017, down from 106 in Q2 2017.
  • Funds reported $598M of SunOpta stock for Q3 2017, down 14% quarter-over-quarter.
  • 13 funds opened new SunOpta positions in Q3 2017 and 21 closed out, a net change of -8 holders.
  • The largest SunOpta buyer in Q3 2017 was ClearBridge Investments, an estimated $11.5M added.
  • The largest SunOpta seller in Q3 2017 was RWC Asset Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q3 2017.