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SUM

Summit Materials, Inc. Class A Common Stock

Delisted

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

260 hedge funds and large institutions have $4.77B invested in Summit Materials, Inc. Class A Common Stock in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $8.38M

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $3.87B → $4.77B (+$908M)

9% more funds holding

Funds holding: 238260 (+22)

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

Holders
260
Holders Change
+22
Holders Change %
+9.24%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
92
Reduced
88
Closed
25
Calls
$39.2M
Puts
$8.38M
Net Calls
+$30.8M
Net Calls Change
+$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
WCP
201
Welch Capital Partners
New York
$201K +$186K +5,085 New
MCA
202
Millennium Capital Advisors
Arkansas
$201K +$186K +5,085 New
CBT
203
CoreFirst Bank & Trust
Kansas
$198K
LC
204
Lindbrook Capital
California
$177K +$142K +3,891 +645%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$156K +$92.3K +2,521 +175%
CG
206
Cutler Group
California
$105K +$60.6K +1,654 +162%
Walleye Trading
207
Walleye Trading
New York
$97K -$118K -3,230 -57%
QT
208
Quantbot Technologies
New York
$84K -$55.9K -1,527 -42%
HIA
209
Harbor Investment Advisory
Maryland
$77K +$34.1K +931 +91%
PHK
210
Point72 Hong Kong
Hong Kong
$77K +$71.1K +1,941 New
EVM
211
Eaton Vance Management
Massachusetts
$60K
NFG
212
Next Financial Group
Texas
$59K -$146K -3,984 -73%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$56K
Lazard Asset Management
214
Lazard Asset Management
New York
$47K +$44.5K +1,214 New
Nomura Asset Management
215
Nomura Asset Management
Japan
$44.2K
SC
216
Stephens Consulting
Michigan
$40.1K +$37.2K +1,017 New
GWM
217
Geneos Wealth Management
Colorado
$40K
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$37K +$11.4K +312 +50%
UB
219
UMB Bank
Missouri
$35K +$32.3K +883 New
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.3K -$190K -5,185 -0.6%
MCM
221
Manchester Capital Management
Vermont
$30K
CTC
222
Central Trust Company
Missouri
$22K
QCG
223
Quadrant Capital Group
Ohio
$21K -$439 -12 -2%
CA
224
Clearstead Advisors
Ohio
$21K
EI
225
Ellevest Inc
New York
$21K +$6.41K +175 +50%

SUM Hedge Fund Activity: Q4 2021 in Review

260 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q4 2021, worth a combined $4.77B — up 23% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SUM positions and 25 closed out — a net gain of 24 holders — while 92 added to existing stakes and 88 trimmed.

The largest buyer was Capital International Investors, adding an estimated $88.8M. The largest seller was Janus Henderson Group, cutting an estimated $69.3M.

  • 260 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $4.77B of Summit Materials, Inc. Class A Common Stock stock for Q4 2021, up 23% quarter-over-quarter.
  • 49 funds opened new Summit Materials, Inc. Class A Common Stock positions in Q4 2021 and 25 closed out, a net change of +24 holders.
  • The largest Summit Materials, Inc. Class A Common Stock buyer in Q4 2021 was Capital International Investors, an estimated $88.8M added.
  • The largest Summit Materials, Inc. Class A Common Stock seller in Q4 2021 was Janus Henderson Group, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2021.