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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
BTI
351
Blue Trust Inc
Georgia
$12K -$3.88K -83 -26%
HWM
352
Hemington Wealth Management
Virginia
$12K
WAM
353
WFA Asset Management
Wisconsin
$9.51K
UB
354
UMB Bank
Missouri
$8.91K
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$8.27K +$5.84K +125 +368%
PWMG
356
Private Wealth Management Group
New Jersey
$8.25K
Amundi
357
Amundi
France
$8.17K +$7.34K +157 New
EBA
358
Eagle Bay Advisors
New York
$6.98K +$467 +10 +8%
BF
359
BOK Financial
Oklahoma
$6.56K
RIL
360
Rothschild Investment LLC
Illinois
$6.33K +$1.17K +25 +25%
KPP
361
Kings Path Partners
Texas
$6.27K
CFD
362
Creative Financial Designs
Indiana
$6.17K
JWA
363
JFS Wealth Advisors
Pennsylvania
$5.97K
CTC
364
Cetera Trust Company
Minnesota
$5.87K
GM
365
GeoWealth Management
Illinois
$5.77K -$514 -11 -9%
CWP
366
Concord Wealth Partners
Virginia
$5.57K
WWM
367
Wolff Wiese Magana
California
$5.42K
Mitsubishi UFJ Asset Management
368
Mitsubishi UFJ Asset Management
Japan
$5.21K
HFS
369
Hantz Financial Services
Michigan
$5K
BOJHT
370
Bank of Jackson Hole Trust
Wyoming
$4.3K +$3.97K +85 New
GRP
371
Global Retirement Partners
California
$3.79K -$41K -878 -92%
AA
372
Addison Advisors
Vermont
$3.19K
CWC
373
Carolinas Wealth Consulting
North Carolina
$2.97K +$1.03K +22 +59%
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$2.88K
WSFS
375
Wilmington Savings Fund Society
Delaware
$2.88K

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.