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SUM

Summit Materials, Inc. Class A Common Stock

Delisted

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

7 hedge funds and large institutions have $304K invested in Summit Materials, Inc. Class A Common Stock in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 386 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 3967 (-389)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 386

100% less capital invested

Capital invested by funds: $6.07B → $304K (-$6.07B)

100% less funds holding in top 10

Funds holding in top 10: 190 (-19)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
7
Holders Change
-389
Holders Change %
-98.23%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
Reduced
2
Closed
386
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
276
Lazard Asset Management
New York
-$363K -7,207 Closed
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
-$360K -7,121 Closed
US Bancorp
278
US Bancorp
Minnesota
-$358K -7,070 Closed
JIC
279
Johnson Investment Counsel
Ohio
-$343K -6,783 Closed
SG Americas Securities
280
SG Americas Securities
New York
-$332K -6,560 Closed
RIA
281
Recurrent Investment Advisors
Texas
-$331K -6,548 Closed
Walleye Trading
282
Walleye Trading
New York
-$317K -6,265 Closed
RK
283
Rather & Kittrell
Tennessee
-$305K -6,021 Closed
PWG
284
Portside Wealth Group
Utah
-$296K -5,848 Closed
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
-$271K -5,355 Closed
KBC Group
286
KBC Group
Belgium
-$270K -5,335 Closed
AI
287
Atria Investments
North Carolina
-$269K -5,319 Closed
SA
288
Strategic Advocates
Utah
-$268K -5,294 Closed
MC
289
Moors & Cabot
Massachusetts
-$262K -5,181 Closed
Cetera Investment Advisers
290
Cetera Investment Advisers
Illinois
-$260K -5,141 Closed
MA
291
MONECO Advisors
Connecticut
-$259K -5,122 Closed
BCI
292
Brinker Capital Investments
Pennsylvania
-$259K -5,118 Closed
OPS
293
Orion Portfolio Solutions
Nebraska
-$259K -5,118 Closed
RFW
294
Rainier Family Wealth
Washington
-$257K -5,085 Closed
DAS
295
Diversify Advisory Services
Utah
-$253K -4,864 Closed
CSA
296
Cornerstone Select Advisors
Missouri
-$237K -4,675 Closed
KeyBank National Association
297
KeyBank National Association
Ohio
-$234K -4,626 Closed
Corient Private Wealth
298
Corient Private Wealth
Florida
-$227K -4,483 Closed
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
-$219K -4,332 Closed
ATPW
300
Ashton Thomas Private Wealth
Arizona
-$218K -4,305 Closed

SUM Hedge Fund Activity: Q1 2025 in Review

7 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q1 2025, worth a combined $304K — down 100% from $6.07B a quarter earlier.

Sellers outnumbered buyers: 386 funds closed out of SUM and 1 opened new positions — a net loss of 385 holders — while 2 trimmed existing stakes and 0 added.

The largest buyer was Avion Wealth, opening a new position worth an estimated $261. The largest seller was Vanguard Group, exiting entirely with an estimated $626M sold.

  • 7 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q1 2025, down from 396 in Q4 2024.
  • Funds reported $304K of Summit Materials, Inc. Class A Common Stock stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Summit Materials, Inc. Class A Common Stock positions in Q1 2025 and 386 closed out, a net change of -385 holders.
  • The largest Summit Materials, Inc. Class A Common Stock buyer in Q1 2025 was Avion Wealth, an estimated $261 added.
  • The largest Summit Materials, Inc. Class A Common Stock seller in Q1 2025 was Vanguard Group, an estimated $626M sold.

Based on aggregated 13F filings for Q1 2025.