Summit Materials, Inc. Class A Common Stock
SUM was delisted on the 10th of February, 2025.
214 hedge funds and large institutions have $2.93B invested in Summit Materials, Inc. Class A Common Stock in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 18 closing their positions.
339% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $3.58M
167% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 18
16% more funds holding
Funds holding: 184 → 214 (+30)
3% more capital invested
Capital invested by funds: $2.85B → $2.93B (+$85.6M)
10% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 69
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$67.9M |
| 2 |
Millennium Management
New York
|
+$37.7M |
| 3 |
Jane Street
New York
|
+$34.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$26.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Parallax Volatility Advisers
San Francisco,
California
| – | -$3K | -146 | Closed |
|
227
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -128 | Closed |
|
|
BBHC
228
Brown Brothers Harriman & Co
New York
| – | -$1K | -39 | Closed |
|
|
PFGIA
229
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -32 | Closed |
|
|
WT
230
Whittier Trust
South Pasadena,
California
| – | +$227 | +10 | New |
|
SUM Hedge Fund Activity: Q4 2019 in Review
214 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q4 2019, worth a combined $2.93B — up 3% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SUM positions and 18 closed out — a net gain of 30 holders — while 62 added to existing stakes and 69 trimmed.
The largest buyer was Nuveen, adding an estimated $67.9M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $285M sold.
- 214 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q4 2019, up from 184 in Q3 2019.
- Funds reported $2.93B of Summit Materials, Inc. Class A Common Stock stock for Q4 2019, up 3% quarter-over-quarter.
- 48 funds opened new Summit Materials, Inc. Class A Common Stock positions in Q4 2019 and 18 closed out, a net change of +30 holders.
- The largest Summit Materials, Inc. Class A Common Stock buyer in Q4 2019 was Nuveen, an estimated $67.9M added.
- The largest Summit Materials, Inc. Class A Common Stock seller in Q4 2019 was Southeastern Asset Management, an estimated $285M sold.
Based on aggregated 13F filings for Q4 2019.