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STKL

SunOpta

Delisted

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

170 hedge funds and large institutions have $326M invested in SunOpta in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,873% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $55K

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0.58% more ownership

Funds ownership: 83.07%83.65% (+0.58%)

8% less funds holding

Funds holding: 184170 (-14)

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

49% less capital invested

Capital invested by funds: $646M → $326M (-$319M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
61
Reduced
56
Closed
35
Calls
$2.19M
Puts
$55K
Net Calls
+$2.13M
Net Calls Change
-$656K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$69.8M
BlackRock
2
BlackRock
New York
$28.7M +$3.87M +772,596 +10%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$17.2M +$7.62M +1,521,535 +42%
AAP
4
Ardsley Advisory Partners
Connecticut
$16.9M +$3.37M +671,948 +15%
CLG
5
Cooperman Leon G
$16.3M +$4.26M +849,691 +21%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$15.2M -$876K -174,926 -4%
Nomura Holdings
7
Nomura Holdings
Japan
$14.2M -$2.4M -480,000 -10%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$13.2M +$7.75M +1,546,567 +66%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$10.4M +$15.5M +3,090,967 New
Aberdeen Group
10
Aberdeen Group
United Kingdom
$8.61M -$2.39M -476,919 -16%
PCM
11
Portolan Capital Management
Massachusetts
$7.83M -$530K -105,741 -4%
TIM
12
Thornburg Investment Management
New Mexico
$4.95M -$2.82K -563 -0%
State Street
13
State Street
Massachusetts
$4.79M -$61.4K -12,251 -0.9%
Skandinaviska Enskilda Banken (SEB)
14
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.78M +$1.9M +379,600 +37%
HFS
15
Hantz Financial Services
Michigan
$4.61M +$3.26M +650,326 +91%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$4.16M +$850K +169,645 +16%
RA
17
Royce & Associates
New York
$3.95M +$574K +114,585 +11%
HCM
18
Hodges Capital Management
Texas
$3.94M -$3.09M -616,573 -35%
William Blair & Company
19
William Blair & Company
Illinois
$3.81M +$57.6K +11,499 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.46M +$230K +45,886 +5%
WC
21
Wynnefield Capital
New York
$3.37M +$2.78M +556,000 +125%
EIM
22
Essex Investment Management
Massachusetts
$3.24M -$2.56M -511,984 -35%
PCM
23
Peregrine Capital Management
Minnesota
$3.17M +$3.55M +709,158 +306%
American Century Companies
24
American Century Companies
Missouri
$2.81M -$8.43M -1,682,318 -67%
CSCSIM
25
Clear Sky Carbon Solutions Investment Management
Texas
$2.71M -$1.1M -219,682 -21%

STKL Hedge Fund Activity: Q3 2023 in Review

170 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in SunOpta (STKL) for Q3 2023, worth a combined $326M — down 49% from $646M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of STKL and 22 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 61 added.

The largest buyer was Diamond Hill Capital Management, adding an estimated $7.75M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $14.2M sold.

  • 170 institutional investors held SunOpta (STKL) as of Q3 2023, down from 184 in Q2 2023.
  • Funds reported $326M of SunOpta stock for Q3 2023, down 49% quarter-over-quarter.
  • 22 funds opened new SunOpta positions in Q3 2023 and 35 closed out, a net change of -13 holders.
  • The largest SunOpta buyer in Q3 2023 was Diamond Hill Capital Management, an estimated $7.75M added.
  • The largest SunOpta seller in Q3 2023 was J. Goldman & Co, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.