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STKL

SunOpta

Delisted

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

181 hedge funds and large institutions have $554M invested in SunOpta in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $326M → $554M (+$228M)

51% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $931K

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

45% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 47

6% more funds holding

Funds holding: 170181 (+11)

3.89% more ownership

Funds ownership: 83.65%87.53% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
68
Reduced
47
Closed
25
Calls
$1.4M
Puts
$931K
Net Calls
+$472K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$113M
BlackRock
2
BlackRock
New York
$45.5M -$848K -193,646 -2%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$27.6M -$282K -64,447 -1%
CLG
4
Cooperman Leon G
$27.3M +$592K +135,309 +3%
AAP
5
Ardsley Advisory Partners
Connecticut
$27.2M -$207K -47,305 -0.9%
Nomura Holdings
6
Nomura Holdings
Japan
$22.1M -$775K -177,000 -4%
HCM
7
Hodges Capital Management
Texas
$19.2M +$10.3M +2,345,917 +201%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$15.5M -$4.65M -1,062,053 -27%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$14.8M -$7.93M -1,811,970 -40%
PCM
10
Portolan Capital Management
Massachusetts
$14.2M +$1.23M +280,934 +12%
GIM
11
Granahan Investment Management
Massachusetts
$13.1M +$9.73M +2,221,718 +1,291%
WP
12
Woodline Partners
California
$11.7M +$7.37M +1,682,738 +374%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$11.4M -$4.38M -999,468 -32%
TIM
14
Thornburg Investment Management
New Mexico
$10.9M +$2.29M +523,830 +36%
WC
15
Wynnefield Capital
New York
$9.71M +$3.39M +774,550 +77%
Goldman Sachs
16
Goldman Sachs
New York
$9.03M +$6.42M +1,466,338 +796%
CM
17
CastleKnight Management
New York
$8.74M +$7M +1,598,417 New
State Street
18
State Street
Massachusetts
$8.22M +$351K +80,103 +6%
Skandinaviska Enskilda Banken (SEB)
19
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.75M
Morgan Stanley
20
Morgan Stanley
New York
$7.64M +$4.07M +930,623 +200%
RA
21
Royce & Associates
New York
$6.95M +$434K +99,187 +8%
HFS
22
Hantz Financial Services
Michigan
$6.74M -$592K -135,116 -10%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$6.23M +$3.45M +787,556 +224%
William Blair & Company
24
William Blair & Company
Illinois
$6.09M -$67.7K -15,468 -1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$5.89M +$220K +50,318 +5%

STKL Hedge Fund Activity: Q4 2023 in Review

181 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SunOpta (STKL) for Q4 2023, worth a combined $554M — up 70% from $326M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new STKL positions and 25 closed out — a net gain of 12 holders — while 68 added to existing stakes and 47 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $10.3M. The largest seller was Aberdeen Group, exiting entirely with an estimated $8.61M sold.

  • 181 institutional investors held SunOpta (STKL) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $554M of SunOpta stock for Q4 2023, up 70% quarter-over-quarter.
  • 37 funds opened new SunOpta positions in Q4 2023 and 25 closed out, a net change of +12 holders.
  • The largest SunOpta buyer in Q4 2023 was Hodges Capital Management, an estimated $10.3M added.
  • The largest SunOpta seller in Q4 2023 was Aberdeen Group, an estimated $8.61M sold.

Based on aggregated 13F filings for Q4 2023.