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SUMO

Sumo Logic, Inc. Common Stock

Delisted

SUMO was delisted on the 11th of May, 2023.

135 hedge funds and large institutions have $1.54B invested in Sumo Logic, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $13.7M

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

24% more capital invested

Capital invested by funds: $1.24B → $1.54B (+$299M)

9% more funds holding

Funds holding: 124135 (+11)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
2.35%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
40
Increased
46
Reduced
33
Closed
29
Calls
$21.6M
Puts
$13.7M
Net Calls
+$7.85M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Optimal Asset Management
California
$233K +$218K +11,262 New
NFSG
102
Newbridge Financial Services Group
Florida
$229K +$19.3K +1,000 +10%
KAS
103
Kestra Advisory Services
Texas
$207K -$18.9K -980 -9%
Prudential Financial
104
Prudential Financial
New Jersey
$207K +$193K +10,000 New
QCG
105
Quadrant Capital Group
Ohio
$170K +$599 +31 +0.4%
AIP
106
Ameritas Investment Partners
Nebraska
$132K +$101K +5,206 +437%
LSA
107
Leonteq Securities AG
Switzerland
$124K
PCM
108
Pinz Capital Management
New York
$114K +$106K +5,500 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$43K +$40K +2,073 New
TRCT
110
Tower Research Capital (TRC)
New York
$37K -$71.6K -3,708 -68%
SFP
111
Sterling Financial Planning
New Jersey
$23K +$3.86K +200 +22%
US Bancorp
112
US Bancorp
Minnesota
$21K +$19.6K +1,015 New
PAM
113
Panagora Asset Management
Massachusetts
$20K -$618 -32 -3%
Baillie Gifford & Co
114
Baillie Gifford & Co
United Kingdom
$15K +$14K +726 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$9.66K +500 New
Osaic Holdings
116
Osaic Holdings
Arizona
$10K -$65.5K -3,389 -88%
OIA
117
Optimum Investment Advisors
Illinois
$8K
ASN
118
Advisory Services Network
Georgia
$5K -$480K -24,869 -99%
SBL
119
Sargent Bickham Lagudis
Colorado
$4K +$3.65K +189 New
JCM
120
Jacobi Capital Management
Pennsylvania
$3K
TWA
121
TCI Wealth Advisors
Arizona
$3K +$2.36K +122 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$3K +$2.88K +149 +1,355%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$2K
SN
124
Sittner & Nelson
Oregon
$2K
SB
125
Strategic Blueprint
Georgia
$2K +$1.93K +100 New

SUMO Hedge Fund Activity: Q2 2021 in Review

135 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Sumo Logic, Inc. Common Stock (SUMO) for Q2 2021, worth a combined $1.54B — up 24% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUMO positions and 29 closed out — a net gain of 11 holders — while 46 added to existing stakes and 33 trimmed.

The largest buyer was Vanguard Group, adding an estimated $93.5M. The largest seller was Greylock XIII, cutting an estimated $71.3M.

  • 135 institutional investors held Sumo Logic, Inc. Common Stock (SUMO) as of Q2 2021, up from 124 in Q1 2021.
  • Funds reported $1.54B of Sumo Logic, Inc. Common Stock stock for Q2 2021, up 24% quarter-over-quarter.
  • 40 funds opened new Sumo Logic, Inc. Common Stock positions in Q2 2021 and 29 closed out, a net change of +11 holders.
  • The largest Sumo Logic, Inc. Common Stock buyer in Q2 2021 was Vanguard Group, an estimated $93.5M added.
  • The largest Sumo Logic, Inc. Common Stock seller in Q2 2021 was Greylock XIII, an estimated $71.3M sold.

Based on aggregated 13F filings for Q2 2021.