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SUM

Summit Materials, Inc. Class A Common Stock
SUM

Delisted

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

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335 hedge funds and large institutions have $4.79B invested in Summit Materials, Inc. Class A Common Stock in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

38% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 94

10% more funds holding

Funds holding: 305 → 335 (+30)

7% more capital invested

Capital invested by funds: $4.47B → $4.79B (+$324M)

97% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $80.1M

Holders
335
Holders Change
+30
Holders Change %
+9.84%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
58
Increased
130
Reduced
94
Closed
26
Calls
$2.69M
Puts
$80.1M
Net Calls
-$77.4M
Net Calls Change
-$79M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$38.1M
2
SI
Standard Investments
New York
+$32.6M
3
RRAM
River Road Asset Management
Kentucky
+$18.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$16.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$14.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$29.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$25.9M
3
Capital International Investors
Capital International Investors
California
-$18M
4
N
Nuveen
North Carolina
-$17.4M
5
SSA
Schonfeld Strategic Advisors
New York
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
301
Creative Financial Designs
Indiana
$4.76K – – –
BF
302
BOK Financial
Oklahoma
$4.67K – – –
JWA
303
JFS Wealth Advisors
Pennsylvania
$4.61K +$115 +3 +3%
CTC
304
Cetera Trust Company
Minnesota
$4.53K – – –
OC
305
Oarsman Capital
Wisconsin
$4.53K +$4.46K +116 New
CWP
306
Concord Wealth Partners
Virginia
$4.29K +$423 +11 +11%
WWM
307
Wolff Wiese Magana
California
$4.18K +$4.11K +107 New
HFS
308
Hantz Financial Services
Michigan
$4K -$346 -9 -8%
Mitsubishi UFJ Asset Management
309
Mitsubishi UFJ Asset Management
Japan
$3.98K – – –
RIL
310
Rothschild Investment LLC
Illinois
$3.9K +$2.31K +60 +150%
MIM
311
Macroview Investment Management
Maryland
$3.36K – – –
BBHC
312
Brown Brothers Harriman & Co
New York
$3.12K +$3.08K +80 New
Group One Trading
313
Group One Trading
Illinois
$3.08K +$3.04K +79 New
NS
314
NBC Securities
Alabama
$3K – – –
AA
315
Addison Advisors
Vermont
$2.46K +$2.42K +63 New
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$2.23K +$1.65K +43 +307%
WSFS
317
Wilmington Savings Fund Society
Delaware
$2.23K +$2.19K +57 New
NECFA
318
New England Capital Financial Advisors
Connecticut
$1.99K – – –
MA
319
Montag & Associates
Georgia
$1.8K +$269 +7 +18%
IA
320
IFP Advisors
Florida
$1.72K +$1.69K +44 New
CWC
321
Carolinas Wealth Consulting
North Carolina
$1.42K +$192 +5 +16%
SIC
322
SJS Investment Consulting
Ohio
$1.37K – – –
FNWA
323
Financial Network Wealth Advisors
Utah
$1.37K – – –
TC
324
Truvestments Capital
Florida
$1.37K +$1.34K +35 New
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$1.33K -$9.3K -242 -88%
11 12
13
14 15

SUM Hedge Fund Activity: Q3 2024 in Review

335 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q3 2024, worth a combined $4.79B — up 7.2% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SUM positions and 26 closed out — a net gain of 32 holders — while 130 added to existing stakes and 94 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $38.1M. The largest seller was Citadel Advisors, cutting an estimated $29.5M.

  • 335 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q3 2024, up from 305 in Q2 2024.
  • Funds reported $4.79B of Summit Materials, Inc. Class A Common Stock stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 58 funds opened new Summit Materials, Inc. Class A Common Stock positions in Q3 2024 and 26 closed out, a net change of +32 holders.
  • The largest Summit Materials, Inc. Class A Common Stock buyer in Q3 2024 was Goldman Sachs, an estimated $38.1M added.
  • The largest Summit Materials, Inc. Class A Common Stock seller in Q3 2024 was Citadel Advisors, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2024.