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SUM

Summit Materials, Inc. Class A Common Stock

Delisted

SUM was delisted on the 10th of February, 2025.

260 hedge funds and large institutions have $4.77B invested in Summit Materials, Inc. Class A Common Stock in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $8.38M

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $3.87B → $4.77B (+$908M)

9% more funds holding

Funds holding: 238260 (+22)

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

Holders
260
Holders Change
+22
Holders Change %
+9.24%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
92
Reduced
88
Closed
25
Calls
$39.2M
Puts
$8.38M
Net Calls
+$30.8M
Net Calls Change
+$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
226
Godsey & Gibb Inc
Virginia
$21K +$19.4K +529 New
HNB
227
Huntington National Bank
Ohio
$19K -$3.3K -90 -16%
HWA
228
HHM Wealth Advisors
Tennessee
$19K
HI
229
Hudock Inc
Pennsylvania
$18K
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$18K +$12.5K +341 +291%
PCG
231
Private Capital Group
Connecticut
$15K -$9.15K -250 -40%
FHA
232
First Horizon Advisors
Tennessee
$15K -$476 -13 -3%
AF
233
Allworth Financial
California
$15K
TWA
234
TCI Wealth Advisors
Arizona
$13K +$5.68K +155 +85%
EWA
235
EverSource Wealth Advisors
Alabama
$13K +$11.9K +324 New
Federated Hermes
236
Federated Hermes
Pennsylvania
$12K +$10.7K +293 New
WTA
237
Washington Trust Advisors
Massachusetts
$12K +$11.5K +314 New
CFGS
238
Concourse Financial Group Securities
Alabama
$10K -$2.23K -61 -20%
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.28K -35 -14%
WAM
240
WFA Asset Management
Wisconsin
$7.43K +$6.88K +188 New
HR
241
Howe & Rusling
New York
$7K -$842 -23 -12%
PA
242
Parallel Advisors
California
$6K +$2.23K +61 +77%
CFA
243
Carroll Financial Associates
North Carolina
$5K
CWP
244
Concord Wealth Partners
Virginia
$4K
SFM
245
Signet Financial Management
New Jersey
$3K +$2.34K +64 New
SC
246
SouthState Corp
Florida
$2K +$1.5K +41 New
Bessemer Group
247
Bessemer Group
New Jersey
$1K -$5.93K -162 -88%
WT
248
Washington Trust
Rhode Island
$1K -$110 -3 -10%
BA
249
Bellwether Advisors
Nebraska
$1K
IFAM
250
Institutional & Family Asset Management
Colorado
$1K

SUM Hedge Fund Activity: Q4 2021 in Review

260 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q4 2021, worth a combined $4.77B — up 23% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUM positions and 25 closed out — a net gain of 24 holders — while 92 added to existing stakes and 88 trimmed.

The largest buyer was Capital International Investors, adding an estimated $88.8M. The largest seller was Janus Henderson Group, cutting an estimated $69.3M.

  • 260 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $4.77B of Summit Materials, Inc. Class A Common Stock stock for Q4 2021, up 23% quarter-over-quarter.
  • 49 funds opened new Summit Materials, Inc. Class A Common Stock positions in Q4 2021 and 25 closed out, a net change of +24 holders.
  • The largest Summit Materials, Inc. Class A Common Stock buyer in Q4 2021 was Capital International Investors, an estimated $88.8M added.
  • The largest Summit Materials, Inc. Class A Common Stock seller in Q4 2021 was Janus Henderson Group, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2021.