SunOpta Ownership | Who Owns SunOpta?
SunOpta Ownership Summary
SunOpta is owned by 85.37% institutional investors, 3.91% insiders, and 10.72% retail investors. Oaktree capital management lp is the largest institutional shareholder, holding 17.86% of STKL shares. iShares Russell 2000 ETF is the top mutual fund, with 2.02% of its assets in SunOpta shares.
STKL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SunOpta | 85.37% | 3.91% | 10.72% |
| Sector | Consumer Defensive Stocks | 49.00% | 13.00% | 37.99% |
| Industry | Packaged Foods Stocks | 53.06% | 11.95% | 34.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Oaktree capital management lp | 20.73M | 17.86% | $111.93M |
| Blackrock | 7.60M | 6.55% | $41.07M |
| Cooperman leon g | 5.28M | 4.55% | $28.51M |
| Barrow hanley mewhinney & strauss | 5.06M | 4.36% | $27.35M |
| Nomura | 4.74M | 4.09% | $25.60M |
| Rockefeller capital management | 4.72M | 4.07% | $25.50M |
| Hodges capital management | 3.20M | 2.76% | $17.27M |
| Ardsley advisory partners lp | 2.94M | 2.54% | $15.90M |
| Woodline partners lp | 2.77M | 2.39% | $14.98M |
| Granahan investment management | 2.76M | 2.38% | $14.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wynnefield capital | 1.98M | 4.80% | $10.67M |
| Ardsley advisory partners lp | 2.94M | 2.34% | $15.90M |
| Oaktree capital management lp | 20.73M | 1.78% | $111.93M |
| Cooperman leon g | 5.28M | 1.20% | $28.51M |
| Epiq partners | 325.95K | 1.19% | $1.76M |
| Hodges capital management | 3.20M | 1.16% | $17.27M |
| Essex investment management | 849.49K | 0.86% | $4.59M |
| Walnut level capital | 325.00K | 0.78% | $1.75M |
| Granahan investment management | 2.76M | 0.60% | $14.88M |
| Portolan capital management | 1.18M | 0.53% | $6.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rockefeller capital management | 4.72M | 0.07% | 1.87M |
| Woodline partners lp | 2.77M | 0.14% | 941.35K |
| Marshall wace, llp | 1.40M | 0.01% | 751.13K |
| Nomura | 4.74M | 0.05% | 695.07K |
| Granahan investment management | 2.76M | 0.60% | 683.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Diamond hill capital management | - | - | -2.53M |
| Goldman sachs group | 423.87K | 0.00% | -1.48M |
| Medina value partners | - | - | -1.22M |
| Hantz financial services | 7.76K | 0.00% | -1.18M |
| Portolan capital management | 1.18M | 0.53% | -1.08M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cohen & steers | 341.59K | 0.00% | 341.59K | $1.84M |
| Ubs asset management americas | 319.34K | 0.00% | 319.34K | $1.72M |
| Credit agricole s a | 169.57K | 0.00% | 169.57K | $915.68K |
| Cornercap investment counsel | 99.09K | 0.09% | 99.09K | $535.09K |
| Two sigma investments, lp | 97.23K | 0.00% | 97.23K | $525.03K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -70.00 |
| Massmutual trust co fsb/adv | -108.00 |
| Systm wealth solutions | -111.00 |
| Cornerstone planning group | -195.00 |
| Nelson, van denburg & campbell wealth management group | -816.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 191 | 1.60% | 99,055,439 | -0.66% | 85 | 1.12% | 96 | 12.94% | 55 | -11.29% |
| Mar 31, 2024 | 188 | 1.62% | 99,708,828 | -0.82% | 87 | 1.15% | 85 | -21.30% | 62 | 40.91% |
| Dec 31, 2023 | 185 | 6.94% | 100,535,946 | 3.96% | 86 | 1.24% | 108 | 30.12% | 44 | -21.43% |
| Sep 30, 2023 | 173 | -9.42% | 96,703,421 | 0.87% | 83 | 1.10% | 83 | -8.79% | 56 | -13.85% |
| Jun 30, 2023 | 191 | 1.06% | 95,874,021 | -5.05% | 87 | 1.03% | 91 | 4.60% | 65 | 14.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 2.36M | 2.02% | -5.32K |
| American Beacon Small Cp Val R5 | 2.06M | 1.76% | - |
| Thornburg Small/Mid Cap Core Composite | 2.02M | 1.73% | 220.83K |
| Thornburg Small/Mid Cap Core A | 2.02M | 1.73% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.37M | 1.17% | 1.37M |
| Embark Small Cap Equity Institutional | 1.31M | 1.12% | 249.70K |
| FIAM Small Cap Core CIT Cl B | 1.12M | 0.96% | 14.50K |
| FIAM Small Cap Core Composite | 1.09M | 0.94% | 93.70K |
| Pictet-Global Megatrend Sel I USD | 1.05M | 0.90% | -6.92K |
| Hodges Small Cap Core | 1.00M | 0.86% | 150.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 08, 2024 | Duchscher Robert | Chief Information Officer | Sell | $366.69K |
| Aug 28, 2024 | Clark Bryan P | SVP R&D and QA | Sell | $255.08K |
| Mar 14, 2024 | Ennen Joseph | Advisor | Sell | $1.03M |
| Mar 05, 2024 | Kocher Brian W | CEO | Buy | $252.76K |
| Mar 04, 2024 | Kocher Brian W | CEO | Buy | $243.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | 1 |
| 2023 Q4 | - | - |
STKL Ownership FAQ
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