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STKL

SunOpta

Delisted

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

96 hedge funds and large institutions have $276M invested in SunOpta in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,051% more call options, than puts

Call options by funds: $9.44M | Put options by funds: $439K

1.17% more ownership

Funds ownership: 80.53%81.7% (+1.2%)

0% more funds holding

Funds holding: 9696 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

46% less capital invested

Capital invested by funds: $516M → $276M (-$239M)

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
25
Reduced
41
Closed
15
Calls
$9.44M
Puts
$439K
Net Calls
+$9.01M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$31.3M
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$28.1M +$20.4M +3,578,928 +97%
EC
3
Engaged Capital
California
$26.5M
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$21.3M +$22.8M +4,007,363 +266%
AAP
5
Ardsley Advisory Partners
Connecticut
$19.8M +$3.98M +698,201 +16%
EAM
6
Eventide Asset Management
Massachusetts
$16.6M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$13.4M -$749K -131,467 -4%
Morgan Stanley
8
Morgan Stanley
New York
$12.2M -$6.02M -1,057,389 -25%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$11.6M +$17.1M +3,009,365 New
TCM
10
TimesSquare Capital Management
New York
$10.9M -$542K -95,200 -3%
FMI
11
Factory Mutual Insurance
Massachusetts
$8.4M
Zurich Cantonal Bank
12
Zurich Cantonal Bank
Switzerland
$6.6M +$143K +25,120 +1%
KCM
13
Kennedy Capital Management
Missouri
$6.4M +$774K +135,947 +9%
TCP
14
Tourbillon Capital Partners
New York
$6.26M +$5.99M +1,051,356 +186%
RA
15
Royce & Associates
New York
$5.78M +$1.25M +219,900 +17%
ClearBridge Investments
16
ClearBridge Investments
New York
$5M +$32.3K +5,671 +0.4%
OMC
17
Overbrook Management Corp
New York
$4.9M -$5.3M -930,328 -42%
GGHC
18
Gilder Gagnon Howe & Co
New York
$4.42M -$2.09M -367,766 -24%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$4.25M -$8.72M -1,531,199 -58%
William Blair & Company
20
William Blair & Company
Illinois
$2.65M -$1.06M -186,910 -21%
NIP
21
Nicholas Investment Partners
California
$2.55M -$115K -20,229 -3%
USAA
22
United Services Automobile Association
Texas
$2.5M +$1.6M +280,659 +77%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.17M -$224K -39,370 -7%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.12M +$3.12M +548,000 New
Goldman Sachs
25
Goldman Sachs
New York
$1.65M +$2.42M +425,332 New

STKL Hedge Fund Activity: Q4 2018 in Review

96 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in SunOpta (STKL) for Q4 2018, worth a combined $276M — down 46% from $516M a quarter earlier.

Fund positioning in STKL was balanced in Q4 2018: 15 funds opened new positions, 15 closed out, 25 added to existing stakes and 41 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $22.8M. The largest seller was UBS Group, cutting an estimated $25.8M.

  • 96 institutional investors held SunOpta (STKL) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $276M of SunOpta stock for Q4 2018, down 46% quarter-over-quarter.
  • 15 funds opened new SunOpta positions in Q4 2018 and 15 closed out, a net change of 0 holders.
  • The largest SunOpta buyer in Q4 2018 was Point72 Asset Management, an estimated $22.8M added.
  • The largest SunOpta seller in Q4 2018 was UBS Group, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2018.