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SUMR

Summer Infant, Inc.

Delisted

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

21 hedge funds and large institutions have $14.9M invested in Summer Infant, Inc. in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

6% less capital invested

Capital invested by funds: $15.7M → $14.9M (-$884K)

19% less funds holding

Funds holding: 2621 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1
Wynnefield Capital
New York
$6.8M
PCMI
2
Paradigm Capital Management Inc
New York
$3.02M
TAM
3
Tocqueville Asset Management
New York
$2.47M +$335K +23,958 +17%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$910K
Vanguard Group
5
Vanguard Group
Pennsylvania
$535K
Renaissance Technologies
6
Renaissance Technologies
New York
$291K +$13.4K +956 +5%
RJA
7
Raymond James & Associates
Florida
$235K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$224K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$122K
PCM
10
Perkins Capital Management
Minnesota
$62K -$84.7K -6,055 -59%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$56K +$5.07K +362 +11%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$41K
CAMG
13
CWA Asset Management Group
Florida
$21K +$20.1K +1,438 New
Northern Trust
14
Northern Trust
Illinois
$20K
FNT
15
First National Trust
Pennsylvania
$17K
UBS Group
16
UBS Group
Switzerland
$13K +$6.47K +462 +108%
BFA
17
BlackRock Fund Advisors
California
$10K -$55K -3,933 -85%
Morgan Stanley
18
Morgan Stanley
New York
$8K -$56 -4 -0.8%
TRCT
19
Tower Research Capital (TRC)
New York
$2K -$336 -24 -17%
Walleye Trading
20
Walleye Trading
New York
$1K +$28 +2 +3%
KCM
21
Kennedy Capital Management
Missouri
-$351K -22,280 Closed
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
-$60K -3,823 Closed
AG
23
Algert Global
California
-$42K -2,651 Closed
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
-$23K -1,478 Closed
BIM
25
BlackRock Investment Management
Delaware
-$3K -201 Closed

SUMR Hedge Fund Activity: Q2 2016 in Review

21 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Summer Infant, Inc. (SUMR) for Q2 2016, worth a combined $14.9M — down 5.6% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SUMR and 2 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Tocqueville Asset Management, adding an estimated $335K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $351K sold.

  • 21 institutional investors held Summer Infant, Inc. (SUMR) as of Q2 2016, down from 26 in Q1 2016.
  • Funds reported $14.9M of Summer Infant, Inc. stock for Q2 2016, down 5.6% quarter-over-quarter.
  • 2 funds opened new Summer Infant, Inc. positions in Q2 2016 and 7 closed out, a net change of -5 holders.
  • The largest Summer Infant, Inc. buyer in Q2 2016 was Tocqueville Asset Management, an estimated $335K added.
  • The largest Summer Infant, Inc. seller in Q2 2016 was Kennedy Capital Management, an estimated $351K sold.

Based on aggregated 13F filings for Q2 2016.