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STKL

SunOpta

Delisted

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

101 hedge funds and large institutions have $554M invested in SunOpta in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $101K

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 98101 (+3)

3.03% more ownership

Funds ownership: 79.46%82.49% (+3%)

7% less capital invested

Capital invested by funds: $598M → $554M (-$43.7M)

45% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 40

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
22
Reduced
40
Closed
14
Calls
$2.07M
Puts
$101K
Net Calls
+$1.97M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$62.7M +$30.9M +3,700,000 +84%
Morgan Stanley
2
Morgan Stanley
New York
$61M -$937K -112,368 -1%
EC
3
Engaged Capital
California
$52.4M
UBS Group
4
UBS Group
Switzerland
$50.4M +$5.97M +716,137 +12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$37.7M +$10.6M +1,266,968 +35%
TCP
6
Tourbillon Capital Partners
New York
$32.3M -$30.9M -3,700,000 -47%
EAM
7
Eventide Asset Management
Massachusetts
$30.2M +$125K +15,025 +0.4%
AAP
8
Ardsley Advisory Partners
Connecticut
$19.8M +$1.53M +183,400 +8%
TCM
9
TimesSquare Capital Management
New York
$19.3M +$20.7M +2,486,510 New
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$18.9M +$2.02M +242,048 +11%
FMI
11
Factory Mutual Insurance
Massachusetts
$16.8M
Zurich Cantonal Bank
12
Zurich Cantonal Bank
Switzerland
$12.6M -$909K -109,002 -6%
OMC
13
Overbrook Management Corp
New York
$11.4M -$6.31M -756,600 -34%
ClearBridge Investments
14
ClearBridge Investments
New York
$9.77M -$1.31K -157 -0%
Deutsche Bank
15
Deutsche Bank
Germany
$8.19M -$2.28M -273,688 -21%
NIP
16
Nicholas Investment Partners
California
$8.18M +$78.9K +9,457 +0.9%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$7.59M -$10.6K -1,276 -0.1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$7.03M -$4.97M -595,525 -40%
GGHC
19
Gilder Gagnon Howe & Co
New York
$6.86M +$2.49M +298,335 +51%
KCM
20
Kennedy Capital Management
Missouri
$5.75M +$1.79M +215,135 +41%
RA
21
Royce & Associates
New York
$5.75M -$1.33M -159,538 -18%
PCA
22
Prospect Capital Advisors
California
$5.3M
FCM
23
Freshford Capital Management
New York
$4.88M +$575K +68,876 +12%
MA
24
Montag & Associates
Georgia
$4.52M +$63.4K +7,605 +1%
William Blair & Company
25
William Blair & Company
Illinois
$4.19M +$821K +98,419 +22%

STKL Hedge Fund Activity: Q4 2017 in Review

101 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in SunOpta (STKL) for Q4 2017, worth a combined $554M — down 7.3% from $598M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STKL positions and 14 closed out — a net gain of 3 holders — while 22 added to existing stakes and 40 trimmed.

The largest buyer was Oaktree Capital Management, adding an estimated $30.9M. The largest seller was Tourbillon Capital Partners, cutting an estimated $30.9M.

  • 101 institutional investors held SunOpta (STKL) as of Q4 2017, up from 98 in Q3 2017.
  • Funds reported $554M of SunOpta stock for Q4 2017, down 7.3% quarter-over-quarter.
  • 17 funds opened new SunOpta positions in Q4 2017 and 14 closed out, a net change of +3 holders.
  • The largest SunOpta buyer in Q4 2017 was Oaktree Capital Management, an estimated $30.9M added.
  • The largest SunOpta seller in Q4 2017 was Tourbillon Capital Partners, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2017.