We are live on ! Find out more
SUM

Summit Materials, Inc. Class A Common Stock

Delisted

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

243 hedge funds and large institutions have $2.93B invested in Summit Materials, Inc. Class A Common Stock in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,237% more call options, than puts

Call options by funds: $4.69M | Put options by funds: $38K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

3% more funds holding

Funds holding: 237243 (+6)

5% more capital invested

Capital invested by funds: $2.8B → $2.93B (+$134M)

2% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 86

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
29
Increased
88
Reduced
86
Closed
21
Calls
$4.69M
Puts
$38K
Net Calls
+$4.65M
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$23K
IA
202
IFP Advisors
Florida
$18K +$4.91K +183 +45%
HNB
203
Huntington National Bank
Ohio
$16K
QCG
204
Quadrant Capital Group
Ohio
$15K -$3.52K -131 -17%
CTC
205
Central Trust Company
Missouri
$13K -$698 -26 -4%
AF
206
Allworth Financial
California
$12K -$1.96K -73 -13%
CA
207
Clearstead Advisors
Ohio
$12K
Lazard Asset Management
208
Lazard Asset Management
New York
$12K +$14.7K +548 New
SC
209
Stephens Consulting
Michigan
$12K
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$11K -$2.07K -77 -13%
HWA
211
HHM Wealth Advisors
Tennessee
$11K
UB
212
UMB Bank
Missouri
$10K -$12.4K -463 -52%
HI
213
Hudock Inc
Pennsylvania
$10K
WTA
214
Washington Trust Advisors
Massachusetts
$7K
BTI
215
Blue Trust Inc
Georgia
$6K +$376 +14 +6%
HR
216
Howe & Rusling
New York
$6K +$913 +34 +14%
S
217
SignatureFD
Georgia
$6K +$4.24K +158 +153%
PTC
218
Private Trust Company
Ohio
$5K
CG
219
Cutler Group
California
$5K +$6.33K +236 New
WAM
220
WFA Asset Management
Wisconsin
$4.43K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$3.6K +$3.28M +122,360 +803%
PA
222
Parallel Advisors
California
$3K -$81 -3 -2%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$3K
JWA
224
JFS Wealth Advisors
Pennsylvania
$3K +$483 +18 +19%
WT
225
Whittier Trust
California
$3K +$2.01K +75 +110%

SUM Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Summit Materials, Inc. Class A Common Stock (SUM) for Q3 2022, worth a combined $2.93B — up 4.8% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SUM positions and 21 closed out — a net gain of 8 holders — while 88 added to existing stakes and 86 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $86.5M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 243 institutional investors held Summit Materials, Inc. Class A Common Stock (SUM) as of Q3 2022, up from 237 in Q2 2022.
  • Funds reported $2.93B of Summit Materials, Inc. Class A Common Stock stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 29 funds opened new Summit Materials, Inc. Class A Common Stock positions in Q3 2022 and 21 closed out, a net change of +8 holders.
  • The largest Summit Materials, Inc. Class A Common Stock buyer in Q3 2022 was Janus Henderson Group, an estimated $86.5M added.
  • The largest Summit Materials, Inc. Class A Common Stock seller in Q3 2022 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2022.