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SUM

Summit Materials, Inc. Class A Common Stock
SUM

Delisted

SUM was delisted on the 10th of February, 2025.

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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: 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

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

Top Buyers

1
HI
HBK Investments
Texas
+$213M
2
TAL
TIG Advisors LLC
New York
+$97.1M
3
UOC
UBS O'Connor
Illinois
+$95M
4
Fidelity International
Fidelity International
Bermuda
+$87.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$75.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$333M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$180M
3
Principal Financial Group
Principal Financial Group
Iowa
-$167M
4
FCM
Frontier Capital Management
Massachusetts
-$123M
5
ClearBridge Investments
ClearBridge Investments
New York
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.77K +$1.96K +42 +382%
NECFA
377
New England Capital Financial Advisors
Connecticut
$2.58K – – –
IA
378
IFP Advisors
Florida
$2.53K -$280 -6 -14%
MA
379
Montag & Associates
Georgia
$2.34K – – –
TC
380
Truvestments Capital
Florida
$1.77K – – –
SO
381
Sierra Ocean
California
$1.72K +$1.59K +34 New
FNWA
382
Financial Network Wealth Advisors
Utah
$1.57K -$187 -4 -11%
SIC
383
SJS Investment Consulting
Ohio
$1.52K -$234 -5 -14%
FHA
384
First Horizon Advisors
Tennessee
$1.52K – – –
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$1.37K – – –
CWA
386
Carolina Wealth Advisors
South Carolina
$1.06K – – –
PWA
387
Physician Wealth Advisors
Utah
$1.01K +$935 +20 New
EWA
388
EverSource Wealth Advisors
Alabama
$961 – – –
QL
389
Quarry LP
New York
$759 -$5.89K -126 -89%
BWL
390
Bogart Wealth LLC
Virginia
$607 +$561 +12 New
FG
391
Fairman Group
Pennsylvania
$506 -$467 -10 -50%
SN
392
Sittner & Nelson
Oregon
$304 +$280 +6 New
MFT
393
Moisand Fitzgerald Tamayo
Florida
$253 +$234 +5 New
PWM
394
Parkworth Wealth Management
California
$253 +$234 +5 New
PWA
395
Principia Wealth Advisory
Texas
$253 +$234 +5 New
CSWM
396
Cassady Schiller Wealth Management
Ohio
$152 +$140 +3 New
SI
397
Standard Investments
New York
– -$36.3M -931,023 Closed
TCA
398
Troluce Capital Advisors
Puerto Rico
– -$26.3M -674,687 Closed
D.E. Shaw & Co
399
D.E. Shaw & Co
New York
– -$9.18M -235,301 Closed
Franklin Resources
400
Franklin Resources
California
– -$7.36M -189,231 Closed
14 15
16
17 18

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.