We are live on ! Find out more
STKL

SunOpta

Delisted

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

102 hedge funds and large institutions have $587M invested in SunOpta in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

615% more call options, than puts

Call options by funds: $508K | Put options by funds: $71K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $502M → $587M (+$85.2M)

2% more funds holding

Funds holding: 100102 (+2)

1.18% less ownership

Funds ownership: 81.59%80.42% (-1.2%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
13
Increased
30
Reduced
37
Closed
11
Calls
$508K
Puts
$71K
Net Calls
+$437K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$68M
EC
2
Engaged Capital
California
$57.6M +$756K +100,000 +1%
Morgan Stanley
3
Morgan Stanley
New York
$56.2M -$9.07M -1,198,437 -15%
UBS Group
4
UBS Group
Switzerland
$39.3M -$13.7M -1,816,242 -28%
EAM
5
Eventide Asset Management
Massachusetts
$36.1M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$27.4M -$14M -1,854,741 -36%
AAP
7
Ardsley Advisory Partners
Connecticut
$25M +$2.46M +325,000 +12%
TCM
8
TimesSquare Capital Management
New York
$23.6M -$381K -50,300 -2%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$22.1M +$1.81M +239,168 +10%
TCP
10
Tourbillon Capital Partners
New York
$21.6M -$4.82M -637,494 -20%
OMC
11
Overbrook Management Corp
New York
$18.8M +$8.61M +1,138,822 +104%
FMI
12
Factory Mutual Insurance
Massachusetts
$18.2M
Zurich Cantonal Bank
13
Zurich Cantonal Bank
Switzerland
$14.5M +$432K +57,148 +3%
CC
14
Carlson Capital
Texas
$14.3M +$12.9M +1,700,000 New
ClearBridge Investments
15
ClearBridge Investments
New York
$10.7M +$68.1K +9,000 +0.7%
NIP
16
Nicholas Investment Partners
California
$9.49M +$1.55M +205,046 +22%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$8.54M -$18.3K -2,420 -0.2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$8.37M +$43K +5,685 +0.6%
RA
19
Royce & Associates
New York
$7.85M +$2.05M +271,540 +41%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$7.64M +$2.96M +391,900 +76%
Deutsche Bank
21
Deutsche Bank
Germany
$7.42M -$2.86M -377,636 -30%
GGHC
22
Gilder Gagnon Howe & Co
New York
$7.39M -$27.7K -3,658 -0.4%
KCM
23
Kennedy Capital Management
Missouri
$7.33M +$25.4K +3,352 +0.4%
William Blair & Company
24
William Blair & Company
Illinois
$6.98M +$2.38M +314,061 +61%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$5M -$24.2K -3,200 -0.5%

STKL Hedge Fund Activity: Q2 2018 in Review

102 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in SunOpta (STKL) for Q2 2018, worth a combined $587M — up 17% from $502M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new STKL positions and 11 closed out — a net gain of 2 holders — while 30 added to existing stakes and 37 trimmed.

The largest buyer was Carlson Capital, opening a new position worth an estimated $12.9M. The largest seller was Fidelity Investments, cutting an estimated $14M.

  • 102 institutional investors held SunOpta (STKL) as of Q2 2018, up from 100 in Q1 2018.
  • Funds reported $587M of SunOpta stock for Q2 2018, up 17% quarter-over-quarter.
  • 13 funds opened new SunOpta positions in Q2 2018 and 11 closed out, a net change of +2 holders.
  • The largest SunOpta buyer in Q2 2018 was Carlson Capital, an estimated $12.9M added.
  • The largest SunOpta seller in Q2 2018 was Fidelity Investments, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2018.