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SUM

Summit Materials, Inc. Class A Common Stock

Delisted

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

335 hedge funds and large institutions have $4.79B invested in Summit Materials, Inc. Class A Common Stock in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

38% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 94

10% more funds holding

Funds holding: 305335 (+30)

7% more capital invested

Capital invested by funds: $4.47B → $4.79B (+$324M)

97% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $80.1M

Holders
335
Holders Change
+30
Holders Change %
+9.84%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
58
Increased
130
Reduced
94
Closed
26
Calls
$2.69M
Puts
$80.1M
Net Calls
-$77.4M
Net Calls Change
-$79M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
176
Tidal Investments
Wisconsin
$534K +$128K +3,321 +32%
LTAS
177
Linden Thomas Advisory Services
North Carolina
$504K +$75.8K +1,972 +18%
JCM
178
Janney Capital Management
Pennsylvania
$487K -$19.3K -503 -4%
Canada Life
179
Canada Life
Manitoba, Canada
$479K
AIP
180
Ameritas Investment Partners
Nebraska
$470K
US Bancorp
181
US Bancorp
Minnesota
$459K -$41.5K -1,080 -8%
AAS
182
Avantax Advisory Services
Texas
$444K +$1.77K +46 +0.4%
SFC
183
Swisher Financial Concepts
Ohio
$430K +$224K +5,822 +96%
II
184
Inspire Investing
Idaho
$414K +$38.3K +997 +10%
DWM
185
Diversify Wealth Management
Utah
$413K +$48.4K +1,260 +14%
Credit Agricole
186
Credit Agricole
France
$412K +$406K +10,556 New
CL
187
Choreo LLC
Illinois
$403K -$2.65K -69 -0.6%
VHMC
188
Value Holdings Management Company
New York
$390K +$384K +10,000 New
Prudential Financial
189
Prudential Financial
New Jersey
$388K -$3.18M -82,742 -89%
NC
190
nVerses Capital
Florida
$382K +$57.7K +1,500 +18%
SO
191
STRS Ohio
Ohio
$379K
KAS
192
Kestra Advisory Services
Texas
$377K +$77 +2 +0%
DIM
193
Delta Investment Management
California
$376K +$370K +9,625 New
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$365K -$3.27K -85 -0.9%
AA
195
ALPS Advisors
Colorado
$363K +$357K +9,300 New
YLHM
196
Yelin Lapidot Holdings Management
Israel
$357K
Lazard Asset Management
197
Lazard Asset Management
New York
$357K +$14.2K +369 +4%
DADC
198
D.A. Davidson & Co
Montana
$356K +$36.2K +941 +12%
CCC
199
Chesapeake Capital Corp
Florida
$353K +$76.5K +1,990 +28%
SFM
200
Systematic Financial Management
New Jersey
$351K +$346K +8,996 New

SUM Hedge Fund Activity: Q3 2024 in Review

335 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q3 2024, worth a combined $4.79B — up 7.2% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SUM positions and 26 closed out — a net gain of 32 holders — while 130 added to existing stakes and 94 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $38.1M. The largest seller was Citadel Advisors, cutting an estimated $29.5M.

  • 335 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q3 2024, up from 305 in Q2 2024.
  • Funds reported $4.79B of Summit Materials, Inc. Class A Common Stock stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 58 funds opened new Summit Materials, Inc. Class A Common Stock positions in Q3 2024 and 26 closed out, a net change of +32 holders.
  • The largest Summit Materials, Inc. Class A Common Stock buyer in Q3 2024 was Goldman Sachs, an estimated $38.1M added.
  • The largest Summit Materials, Inc. Class A Common Stock seller in Q3 2024 was Citadel Advisors, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2024.