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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
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
-$217K -4,281 Closed
AB
302
Amalgamated Bank
New York
-$212K -4,197 Closed
WCM
303
Westend Capital Management
California
-$210K -4,160 Closed
FFM
304
Forum Financial Management
Illinois
-$208K -4,113 Closed
SCM
305
Sterling Capital Management
North Carolina
-$196K -3,866 Closed
AssetMark Inc
306
AssetMark Inc
California
-$182K -3,587 Closed
ARMT
307
Amica Retiree Medical Trust
Rhode Island
-$174K -3,432 Closed
BC
308
Bayforest Capital
United Kingdom
-$172K -3,396 Closed
LC
309
Lindbrook Capital
California
-$144K -2,847 Closed
SAM
310
Shell Asset Management
Netherlands
-$127K -2,509 Closed
DF
311
DecisionPoint Financial
Arizona
-$103K -2,034 Closed
C
312
Covestor
United Kingdom
-$93K -1,831 Closed
CIAM
313
Caitong International Asset Management
Hong Kong
-$83.3K -1,647 Closed
QCG
314
Quadrant Capital Group
Ohio
-$83K -1,641 Closed
LIM
315
Longfellow Investment Management
Massachusetts
-$73.9K -1,461 Closed
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
-$63K -1,242 Closed
RS
317
R Squared
Hong Kong
-$57.2K -1,130 Closed
CBT
318
CoreFirst Bank & Trust
Kansas
-$55.7K -1,100 Closed
GWM
319
Geneos Wealth Management
Colorado
-$51.4K -1,016 Closed
TF
320
Tompkins Financial
New York
-$51.4K -1,016 Closed
TFA
321
Toth Financial Advisory
Virginia
-$42.5K -840 Closed
PA
322
Parallel Advisors
California
-$39.6K -782 Closed
PTC
323
Private Trust Company
Ohio
-$38.9K -768 Closed
CAS
324
Coppell Advisory Solutions
Texas
-$35.4K -700 Closed
VSQM
325
V-Square Quantitative Management
Illinois
-$35.2K -696 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.