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SUM

Summit Materials, Inc. Class A Common Stock

Delisted

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

396 hedge funds and large institutions have $6.07B invested in Summit Materials, Inc. Class A Common Stock in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

769% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $4.43M

375% more funds holding in top 10

Funds holding in top 10: 419 (+15)

114% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 57

27% more capital invested

Capital invested by funds: $4.79B → $6.07B (+$1.28B)

18% more funds holding

Funds holding: 335396 (+61)

21% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 121

Holders
396
Holders Change
+61
Holders Change %
+18.21%
% of All Funds
5.22%
Holding in Top 10
19
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+375%
% of All Funds
0.25%
New
122
Increased
95
Reduced
121
Closed
57
Calls
$38.5M
Puts
$4.43M
Net Calls
+$34.1M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
251
Boston Partners
Massachusetts
$493K +$2.16M +46,197 New
DIM
252
Delta Investment Management
California
$489K +$1.82K +39 +0.4%
CL
253
Choreo LLC
Illinois
$482K -$52.1K -1,114 -10%
AA
254
ALPS Advisors
Colorado
$471K
GL
255
Graypoint LLC
New York
$470K +$434K +9,286 New
YLHM
256
Yelin Lapidot Holdings Management
Israel
$463K
LJAC
257
L.J. Altfest & Co
New York
$461K +$152K +3,244 +55%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$448K -$267K -5,711 -39%
Prudential Financial
259
Prudential Financial
New Jersey
$447K -$52K -1,112 -11%
X
260
Xponance
Pennsylvania
$439K +$35.4K +758 +10%
Mariner
261
Mariner
Kansas
$437K +$9.16K +196 +2%
First Manhattan
262
First Manhattan
New York
$415K
AAS
263
Avantax Advisory Services
Texas
$409K -$153K -3,274 -29%
II
264
Inspire Investing
Idaho
$399K -$127K -2,714 -26%
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$393K
Truist Financial
266
Truist Financial
North Carolina
$388K -$26.7K -572 -7%
SI
267
Severin Investments
Missouri
$387K +$357K +7,649 New
Comerica Bank
268
Comerica Bank
Texas
$380K -$6.39M -136,653 -95%
MYIA
269
Mount Yale Investment Advisors
Colorado
$375K -$1.92K -41 -0.6%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$367K -$73.8K -1,580 -18%
Lazard Asset Management
271
Lazard Asset Management
New York
$363K -$92.8K -1,985 -22%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$360K -$47 -1 -0%
US Bancorp
273
US Bancorp
Minnesota
$358K -$219K -4,687 -40%
JIC
274
Johnson Investment Counsel
Ohio
$343K
SG Americas Securities
275
SG Americas Securities
New York
$332K -$358K -7,669 -54%

SUM Hedge Fund Activity: Q4 2024 in Review

396 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q4 2024, worth a combined $6.07B — up 27% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SUM positions and 57 closed out — a net gain of 65 holders — while 95 added to existing stakes and 121 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $213M. The largest seller was Massachusetts Financial Services, cutting an estimated $333M.

  • 396 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $6.07B of Summit Materials, Inc. Class A Common Stock stock for Q4 2024, up 27% quarter-over-quarter.
  • 122 funds opened new Summit Materials, Inc. Class A Common Stock positions in Q4 2024 and 57 closed out, a net change of +65 holders.
  • The largest Summit Materials, Inc. Class A Common Stock buyer in Q4 2024 was HBK Investments, an estimated $213M added.
  • The largest Summit Materials, Inc. Class A Common Stock seller in Q4 2024 was Massachusetts Financial Services, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2024.