Suzano
96 hedge funds and large institutions have $247M invested in Suzano in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 20 closing their positions.
0.15% less ownership
Funds ownership: 2.42% → 2.27% (-0.15%)
7% less funds holding
Funds holding: 103 → 96 (-7)
14% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 36
18% less capital invested
Capital invested by funds: $303M → $247M (-$55.9M)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
+$9.78M |
| 2 |
Morgan Stanley
New York
|
+$6.88M |
| 3 |
TWI
Thomas White International
Chicago,
Illinois
|
+$4.96M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AMS Capital
Sao Paulo,
Brazil
|
-$24.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.95M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.51M |
| 4 |
Two Sigma Investments
New York
|
-$3.26M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$3.05M |
SUZ Hedge Fund Activity: Q1 2023 in Review
96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Suzano (SUZ) for Q1 2023, worth a combined $247M — down 18% from $303M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SUZ and 15 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 31 added.
The largest buyer was BW Gestao de Investimentos, opening a new position worth an estimated $9.78M. The largest seller was AMS Capital, exiting entirely with an estimated $24.6M sold.
- 96 institutional investors held Suzano (SUZ) as of Q1 2023, down from 103 in Q4 2022.
- Funds reported $247M of Suzano stock for Q1 2023, down 18% quarter-over-quarter.
- 15 funds opened new Suzano positions in Q1 2023 and 20 closed out, a net change of -5 holders.
- The largest Suzano buyer in Q1 2023 was BW Gestao de Investimentos, an estimated $9.78M added.
- The largest Suzano seller in Q1 2023 was AMS Capital, an estimated $24.6M sold.
Based on aggregated 13F filings for Q1 2023.