Suzano
121 hedge funds and large institutions have $520M invested in Suzano in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 28 reducing their positions, and 17 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 28
31% more capital invested
Capital invested by funds: $395M → $520M (+$124M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
0.88% more ownership
Funds ownership: 3.13% → 4.02% (+0.88%)
2% less funds holding
Funds holding: 124 → 121 (-3)
18% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 17
30% less call options, than puts
Call options by funds: $246K | Put options by funds: $351K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$47.2M |
| 2 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$31M |
| 3 |
AF
Atlas FRM
Greenwich,
Connecticut
|
+$20.5M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$15.8M |
| 5 |
Two Sigma Investments
New York
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kapitalo Investimentos
Sao Paulo,
Brazil
|
-$32.8M |
| 2 |
SC
Sagil Capital
London,
United Kingdom
|
-$6.16M |
| 3 |
State Street
Boston,
Massachusetts
|
-$4.09M |
| 4 |
Morgan Stanley
New York
|
-$2.56M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
126
Quantbot Technologies
New York
| – | -$342K | -34,233 | Closed |
|
|
KOCAA
127
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| – | -$181K | -18,088 | Closed |
|
|
EGM
128
Engineers Gate Manager
New York
| – | -$165K | -16,511 | Closed |
|
|
DAM
129
Deltec Asset Management
New York
| – | -$157K | -15,700 | Closed |
|
130
Cerity Partners
New York
| – | -$132K | -13,210 | Closed |
|
131
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$123K | -12,328 | Closed |
|
|
CG
132
Caprock Group
Boise,
Idaho
| – | -$112K | -11,178 | Closed |
|
133
Corient Private Wealth
Miami,
Florida
| – | -$106K | -10,560 | Closed |
|
|
FTDI
134
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$101K | -10,122 | Closed |
|
|
WPW
135
Waldron Private Wealth
Bridgeville,
Pennsylvania
| – | -$25.1K | -2,506 | Closed |
|
136
Allspring Global Investments
Charlotte,
North Carolina
| – | -$15.9K | -1,586 | Closed |
|
137
Group One Trading
Chicago,
Illinois
| – | -$2K | -200 | Closed |
|
|
PS
138
Principal Securities
Des Moines,
Iowa
| – | -$270 | -27 | Closed |
|
SUZ Hedge Fund Activity: Q4 2024 in Review
121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Suzano (SUZ) for Q4 2024, worth a combined $520M — up 31% from $395M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of SUZ and 14 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 54 added.
The largest buyer was Millennium Management, adding an estimated $47.2M. The largest seller was Kapitalo Investimentos, cutting an estimated $32.8M.
- 121 institutional investors held Suzano (SUZ) as of Q4 2024, down from 124 in Q3 2024.
- Funds reported $520M of Suzano stock for Q4 2024, up 31% quarter-over-quarter.
- 14 funds opened new Suzano positions in Q4 2024 and 17 closed out, a net change of -3 holders.
- The largest Suzano buyer in Q4 2024 was Millennium Management, an estimated $47.2M added.
- The largest Suzano seller in Q4 2024 was Kapitalo Investimentos, an estimated $32.8M sold.
Based on aggregated 13F filings for Q4 2024.