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SUMR

Summer Infant, Inc.

Delisted

SUMR was delisted on the 21st of June, 2022.

29 hedge funds and large institutions have $26.2M invested in Summer Infant, Inc. in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

17% less capital invested

Capital invested by funds: $31.5M → $26.2M (-$5.25M)

17% less funds holding

Funds holding: 3529 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
1
Increased
9
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1
Wynnefield Capital
New York
$9.33M
PCMI
2
Paradigm Capital Management Inc
New York
$4.89M +$1.13M +42,579 +27%
TAM
3
Tocqueville Asset Management
New York
$4.44M -$38.4K -1,444 -0.8%
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.18M -$65.2K -2,451 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$870K +$878 +33 +0.1%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$751K +$73.9K +2,778 +10%
BCM
7
Bridgeway Capital Management
Texas
$639K
Renaissance Technologies
8
Renaissance Technologies
New York
$478K -$122K -4,588 -19%
AG
9
Algert Global
California
$462K
DM
10
Diker Management
New York
$453K +$40.6K +1,528 +9%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$440K
RFC
12
Russell Frank Company
Washington
$412K +$53.8K +2,022 +14%
MCP
13
Moab Capital Partners
New York
$366K +$41.6K +1,563 +12%
WCM
14
Wedge Capital Management
North Carolina
$358K +$47.9K +1,800 +14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$286K +$559 +21 +0.2%
WA
16
Whitebox Advisors
Minnesota
$160K -$26.4K -994 -13%
PCM
17
Perkins Capital Management
Minnesota
$140K +$154K +5,778 New
GCP
18
GSA Capital Partners
United Kingdom
$116K +$8.27K +311 +7%
BFA
19
BlackRock Fund Advisors
California
$107K -$7.95K -299 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$80K
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$66K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$56K
Morgan Stanley
23
Morgan Stanley
New York
$46K -$265K -9,972 -84%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$46K -$74.5K -2,800 -60%
EIM
25
Essex Investment Management
Massachusetts
$42K -$7.08K -266 -13%

SUMR Hedge Fund Activity: Q1 2015 in Review

29 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Summer Infant, Inc. (SUMR) for Q1 2015, worth a combined $26.2M — down 17% from $31.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SUMR and 1 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $1.13M. The largest seller was Coe Capital Management, exiting entirely with an estimated $505K sold.

  • 29 institutional investors held Summer Infant, Inc. (SUMR) as of Q1 2015, down from 35 in Q4 2014.
  • Funds reported $26.2M of Summer Infant, Inc. stock for Q1 2015, down 17% quarter-over-quarter.
  • 1 fund opened new Summer Infant, Inc. positions in Q1 2015 and 7 closed out, a net change of -6 holders.
  • The largest Summer Infant, Inc. buyer in Q1 2015 was Paradigm Capital Management Inc, an estimated $1.13M added.
  • The largest Summer Infant, Inc. seller in Q1 2015 was Coe Capital Management, an estimated $505K sold.

Based on aggregated 13F filings for Q1 2015.