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STKL

SunOpta

Delisted

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

96 hedge funds and large institutions have $516M invested in SunOpta in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $662K

0.12% more ownership

Funds ownership: 80.42%80.53% (+0.12%)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

6% less funds holding

Funds holding: 10296 (-6)

12% less capital invested

Capital invested by funds: $587M → $516M (-$71M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
32
Reduced
32
Closed
13
Calls
$2.54M
Puts
$662K
Net Calls
+$1.87M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$59.5M
EC
2
Engaged Capital
California
$50.4M
UBS Group
3
UBS Group
Switzerland
$33.3M -$1.11M -138,772 -3%
AAP
4
Ardsley Advisory Partners
Connecticut
$32.4M +$11.5M +1,437,428 +48%
EAM
5
Eventide Asset Management
Massachusetts
$31.6M
Morgan Stanley
6
Morgan Stanley
New York
$30.9M -$19.8M -2,479,444 -37%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$27.1M +$29.4M +3,690,929 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$26.3M +$2.58M +323,483 +10%
TCM
9
TimesSquare Capital Management
New York
$21.5M +$934K +117,100 +4%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$19.3M -$44K -5,523 -0.2%
OMC
11
Overbrook Management Corp
New York
$16.1M -$330K -41,443 -2%
FMI
12
Factory Mutual Insurance
Massachusetts
$16M
Zurich Cantonal Bank
13
Zurich Cantonal Bank
Switzerland
$12.3M -$334K -41,857 -2%
KCM
14
Kennedy Capital Management
Missouri
$11.2M +$5.14M +645,193 +74%
GGHC
15
Gilder Gagnon Howe & Co
New York
$11.1M +$5.01M +628,372 +71%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$11.1M +$4.76M +597,048 +66%
ClearBridge Investments
17
ClearBridge Investments
New York
$9.46M +$135K +16,876 +1%
RA
18
Royce & Associates
New York
$9.36M +$2.71M +339,775 +36%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$7.7M +$240K +30,150 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$7.31M +$894K +112,064 +13%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$6.76M -$613K -76,864 -8%
William Blair & Company
22
William Blair & Company
Illinois
$6.41M +$330K +41,405 +5%
NIP
23
Nicholas Investment Partners
California
$5M -$3.59M -449,932 -40%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$4.4M +$23.1K +2,900 +0.5%
TCP
25
Tourbillon Capital Partners
New York
$4.16M -$16M -2,010,694 -78%

STKL Hedge Fund Activity: Q3 2018 in Review

96 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in SunOpta (STKL) for Q3 2018, worth a combined $516M — down 12% from $587M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of STKL and 8 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 32 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $29.4M. The largest seller was Morgan Stanley, cutting an estimated $19.8M.

  • 96 institutional investors held SunOpta (STKL) as of Q3 2018, down from 102 in Q2 2018.
  • Funds reported $516M of SunOpta stock for Q3 2018, down 12% quarter-over-quarter.
  • 8 funds opened new SunOpta positions in Q3 2018 and 13 closed out, a net change of -5 holders.
  • The largest SunOpta buyer in Q3 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $29.4M added.
  • The largest SunOpta seller in Q3 2018 was Morgan Stanley, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2018.