Summit Materials, Inc. Class A Common Stock
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.
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: 4 → 19 (+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: 335 → 396 (+61)
21% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
HBK Investments
Dallas,
Texas
|
+$213M |
| 2 |
TAL
TIG Advisors LLC
New York
|
+$97.1M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$95M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$87.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$75.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$333M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$180M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$167M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$123M |
| 5 |
ClearBridge Investments
New York
|
-$101M |
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.