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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
FFM
301
Forum Financial Management
Illinois
$208K +$192K +4,113 New
SCM
302
Sterling Capital Management
North Carolina
$196K +$161K +3,449 +827%
AssetMark Inc
303
AssetMark Inc
California
$182K -$155K -3,326 -48%
ARMT
304
Amica Retiree Medical Trust
Rhode Island
$174K -$63.9K -1,367 -28%
BC
305
Bayforest Capital
United Kingdom
$172K +$159K +3,396 New
LC
306
Lindbrook Capital
California
$144K -$5.66K -121 -4%
SAM
307
Shell Asset Management
Netherlands
$127K
DF
308
DecisionPoint Financial
Arizona
$103K
PS
309
Principal Securities
Iowa
$97.3K -$70.4K -1,507 -44%
C
310
Covestor
United Kingdom
$93K +$57.8K +1,236 +208%
DekaBank Deutsche Girozentrale
311
DekaBank Deutsche Girozentrale
Germany
$87K
CIAM
312
Caitong International Asset Management
Hong Kong
$83.3K +$77K +1,647 New
QCG
313
Quadrant Capital Group
Ohio
$83K
LIM
314
Longfellow Investment Management
Massachusetts
$73.9K +$68.3K +1,461 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$63K +$13.1K +280 +29%
RS
316
R Squared
Hong Kong
$57.2K +$52.8K +1,130 New
CBT
317
CoreFirst Bank & Trust
Kansas
$55.7K -$72.5K -1,551 -59%
GWM
318
Geneos Wealth Management
Colorado
$51.4K
TF
319
Tompkins Financial
New York
$51.4K
TFA
320
Toth Financial Advisory
Virginia
$42.5K
PA
321
Parallel Advisors
California
$39.6K +$748 +16 +2%
PTC
322
Private Trust Company
Ohio
$38.9K
CAS
323
Coppell Advisory Solutions
Texas
$35.4K +$7.15K +153 +28%
VSQM
324
V-Square Quantitative Management
Illinois
$35.2K
MCM
325
MAI Capital Management
Ohio
$34.7K +$32.1K +686 New

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.