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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
HWM
351
Hemington Wealth Management
Virginia
-$12K -241 Closed
BTI
352
Blue Trust Inc
Georgia
-$12K -238 Closed
UB
353
UMB Bank
Missouri
-$8.91K -176 Closed
PWMG
354
Private Wealth Management Group
New Jersey
-$8.25K -163 Closed
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
-$8.27K -159 Closed
Amundi
356
Amundi
France
-$8.17K -157 Closed
EBA
357
Eagle Bay Advisors
New York
-$6.98K -138 Closed
BF
358
BOK Financial
Oklahoma
-$6.56K -126 Closed
RIL
359
Rothschild Investment LLC
Illinois
-$6.33K -125 Closed
KPP
360
Kings Path Partners
Texas
-$6.27K -124 Closed
CFD
361
Creative Financial Designs
Indiana
-$6.17K -122 Closed
JWA
362
JFS Wealth Advisors
Pennsylvania
-$5.97K -118 Closed
CTC
363
Cetera Trust Company
Minnesota
-$5.87K -116 Closed
GM
364
GeoWealth Management
Illinois
-$5.77K -114 Closed
CWP
365
Concord Wealth Partners
Virginia
-$5.57K -110 Closed
WWM
366
Wolff Wiese Magana
California
-$5.42K -107 Closed
HFS
367
Hantz Financial Services
Michigan
-$5K -105 Closed
Mitsubishi UFJ Asset Management
368
Mitsubishi UFJ Asset Management
Japan
-$5.21K -102 Closed
BOJHT
369
Bank of Jackson Hole Trust
Wyoming
-$4.3K -85 Closed
AA
370
Addison Advisors
Vermont
-$3.19K -63 Closed
CWC
371
Carolinas Wealth Consulting
North Carolina
-$2.97K -59 Closed
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
-$2.88K -57 Closed
WSFS
373
Wilmington Savings Fund Society
Delaware
-$2.88K -57 Closed
JFGIW
374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2.77K -53 Closed
NECFA
375
New England Capital Financial Advisors
Connecticut
-$2.58K -51 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.