HoldingsChannel.com
Funds Holding SUM
HolderAmountPosition Size
($ in 1000's)
 As of
Southeastern Asset Management Inc. TN12,820,469$284,615 09/30/2019
     SUM12,820,469$284,615 09/30/2019
Vanguard Group Inc.10,248,234$227,510 09/30/2019
     SUM10,248,234$227,510 09/30/2019
Janus Henderson Group PLC8,788,744$195,110 09/30/2019
     SUM8,788,744$195,110 09/30/2019
BlackRock Inc.8,128,306$180,448 09/30/2019
     SUM8,128,306$180,448 09/30/2019
Dimensional Fund Advisors LP5,876,746$130,464 09/30/2019
     SUM5,876,746$130,464 09/30/2019
FMR LLC5,857,208$130,030 09/30/2019
     SUM5,857,208$130,030 09/30/2019
Principal Financial Group Inc.5,168,164$114,733 09/30/2019
     SUM5,168,164$114,733 09/30/2019
Jennison Associates LLC4,666,726$103,601 09/30/2019
     SUM4,666,726$103,601 09/30/2019
Price T Rowe Associates Inc. MD3,950,461$87,700 09/30/2019
     SUM3,950,461$87,700 09/30/2019
Adage Capital Partners GP L.L.C.3,588,484$79,664 09/30/2019
     SUM3,588,484$79,664 09/30/2019
Eagle Asset Management Inc.3,211,740$71,300 09/30/2019
     SUM3,211,740$71,300 09/30/2019
GMT Capital Corp2,933,325$65,120 09/30/2019
     SUM2,933,325$65,120 09/30/2019
Clearbridge Investments LLC2,713,892$60,248 09/30/2019
     SUM2,713,892$60,248 09/30/2019
Bank of New York Mellon Corp2,498,274$55,462 09/30/2019
     SUM2,498,274$55,462 09/30/2019
Goldman Sachs Group Inc.2,369,413$52,601 09/30/2019
     SUM2,369,413$52,601 09/30/2019
State Street Corp2,299,434$51,047 09/30/2019
     SUM2,299,434$51,047 09/30/2019
Carillon Tower Advisers Inc.2,180,026$48,397 09/30/2019
     SUM2,180,026$48,397 09/30/2019
Invesco Ltd.2,084,816$46,283 09/30/2019
     SUM2,084,816$46,283 09/30/2019
Victory Capital Management Inc.1,955,061$43,402 09/30/2019
     SUM1,955,061$43,402 09/30/2019
Weitz Investment Management Inc.1,923,450$42,701 09/30/2019
     SUM1,923,450$42,701 09/30/2019
Westfield Capital Management Co. LP1,848,819$41,044 09/30/2019
     SUM1,848,819$41,044 09/30/2019
Bamco Inc. NY1,750,000$38,850 09/30/2019
     SUM1,750,000$38,850 09/30/2019
Putnam Investments LLC1,570,490$34,865 09/30/2019
     SUM1,570,490$34,865 09/30/2019
Northern Trust Corp1,456,653$32,339 09/30/2019
     SUM1,456,653$32,339 09/30/2019
Interval Partners LP1,409,066$31,281 09/30/2019
     SUM1,409,066$31,281 09/30/2019
Nuveen Asset Management LLC1,408,664$31,273 09/30/2019
     SUM1,408,664$31,273 09/30/2019
Geode Capital Management LLC1,405,030$31,191 09/30/2019
     SUM1,405,030$31,191 09/30/2019
Suvretta Capital Management LLC1,392,766$30,919 09/30/2019
     SUM1,392,766$30,919 09/30/2019
Citadel Advisors LLC $30,686 09/30/2019
     SUM1,052,797$23,373 09/30/2019
     Call393,600$8,738 09/30/2019
     Put64,200$1,425 09/30/2019
Millennium Management LLC1,312,811$29,144 09/30/2019
     SUM1,312,811$29,144 09/30/2019
Charles Schwab Investment Management Inc.989,643$21,971 09/30/2019
     SUM989,643$21,971 09/30/2019
Massachusetts Financial Services Co. MA961,518$21,346 09/30/2019
     SUM961,518$21,346 09/30/2019
RE Advisers Corp928,926$20,622 09/30/2019
     SUM928,926$20,622 09/30/2019
Public Employees Retirement Association of Colorado900,371$19,988 09/30/2019
     SUM900,371$19,988 09/30/2019
Bank of America Corp DE862,252$19,142 09/30/2019
     SUM862,252$19,142 09/30/2019
Scopus Asset Management L.P.773,489$17,171 09/30/2019
     SUM773,489$17,171 09/30/2019
Kennedy Capital Management Inc.751,326$16,679 09/30/2019
     SUM751,326$16,679 09/30/2019
Ameriprise Financial Inc.674,809$14,982 09/30/2019
     SUM674,809$14,982 09/30/2019
Barclays PLC $14,811 09/30/2019
     Call528,500$11,733 09/30/2019
     SUM138,641$3,078 09/30/2019
Westwood Holdings Group Inc.663,119$14,721 09/30/2019
     SUM663,119$14,721 09/30/2019
Paradigm Capital Management Inc. NY531,950$11,809 09/30/2019
     SUM531,950$11,809 09/30/2019
Linscomb & Williams Inc.507,000$11,255 09/30/2019
     SUM507,000$11,255 09/30/2019
Penn Capital Management Co. Inc.415,884$9,233 09/30/2019
     SUM415,884$9,233 09/30/2019
Red Cedar Management LP400,538$8,892 09/30/2019
     SUM400,538$8,892 09/30/2019
New York State Common Retirement Fund387,479$8,602 09/30/2019
     SUM387,479$8,602 09/30/2019
Lapides Asset Management LLC382,366$8,489 09/30/2019
     SUM382,366$8,489 09/30/2019
Wells Fargo & Company MN361,518$8,026 09/30/2019
     SUM361,518$8,026 09/30/2019
Parametric Portfolio Associates LLC325,064$7,216 09/30/2019
     SUM325,064$7,216 09/30/2019
Kornitzer Capital Management Inc. KS319,998$7,104 09/30/2019
     SUM319,998$7,104 09/30/2019
Alliancebernstein L.P.306,255$6,799 09/30/2019
     SUM306,255$6,799 09/30/2019
Buckingham Capital Management Inc.298,712$6,631 09/30/2019
     SUM298,712$6,631 09/30/2019
Columbus Circle Investors254,500$6,083 12/31/2019
     SUM254,500$6,083 12/31/2019
Lodge Hill Capital LLC270,500$6,005 09/30/2019
     SUM270,500$6,005 09/30/2019
Congress Asset Management Co. MA261,731$5,810 09/30/2019
     SUM261,731$5,810 09/30/2019
Man Group plc256,225$5,689 09/30/2019
     SUM256,225$5,689 09/30/2019
First Washington CORP233,254$5,178 09/30/2019
     SUM233,254$5,178 09/30/2019
Deutsche Bank AG232,706$5,164 09/30/2019
     SUM232,706$5,164 09/30/2019
California Public Employees Retirement System232,004$5,150 09/30/2019
     SUM232,004$5,150 09/30/2019
Morgan Stanley215,308$4,780 09/30/2019
     SUM215,308$4,780 09/30/2019
Swiss National Bank210,359$4,670 09/30/2019
     SUM210,359$4,670 09/30/2019
Susquehanna International Group LLP $4,602 09/30/2019
     Call224,700$4,988 09/30/2019
     Put68,600$1,523 09/30/2019
     SUM51,217$1,137 09/30/2019
Hudson Bay Capital Management LP202,309$4,491 09/30/2019
     SUM202,309$4,491 09/30/2019
Macquarie Group Ltd.186,417$4,139 09/30/2019
     SUM186,417$4,139 09/30/2019
Rhumbline Advisers178,482$3,962 09/30/2019
     SUM178,482$3,962 09/30/2019
California State Teachers Retirement System175,370$3,893 09/30/2019
     SUM175,370$3,893 09/30/2019
Walleye Trading LLC $3,178 09/30/2019
     SUM93,309$2,071 09/30/2019
     Call50,200$1,114 09/30/2019
     Put300$7 09/30/2019
RMB Capital Management LLC132,778$2,948 09/30/2019
     SUM132,778$2,948 09/30/2019
Valueworks LLC130,000$2,886 09/30/2019
     SUM130,000$2,886 09/30/2019
State of Tennessee Treasury Department124,188$2,757 09/30/2019
     SUM124,188$2,757 09/30/2019
State of New Jersey Common Pension Fund D122,880$2,728 09/30/2019
     SUM122,880$2,728 09/30/2019
UBS Asset Management Americas Inc.114,454$2,541 09/30/2019
     SUM114,454$2,541 09/30/2019
Prescott Group Capital Management L.L.C.114,000$2,531 09/30/2019
     SUM114,000$2,531 09/30/2019
Credit Suisse AG111,816$2,482 09/30/2019
     SUM111,816$2,482 09/30/2019
Gotham Asset Management LLC107,997$2,398 09/30/2019
     SUM107,997$2,398 09/30/2019
Foundry Partners LLC106,141$2,356 09/30/2019
     SUM106,141$2,356 09/30/2019
Advisors Asset Management Inc.105,657$2,346 09/30/2019
     SUM105,657$2,346 09/30/2019
Intrinsic Edge Capital Management LLC100,000$2,220 09/30/2019
     SUM100,000$2,220 09/30/2019
LPL Financial LLC97,796$2,171 09/30/2019
     SUM97,796$2,171 09/30/2019
UBS Group AG88,682$1,968 09/30/2019
     SUM88,682$1,968 09/30/2019
Sei Investments Co.77,483$1,730 09/30/2019
     SUM77,483$1,730 09/30/2019
Schonfeld Strategic Advisors LLC72,900$1,618 09/30/2019
     SUM72,900$1,618 09/30/2019
Legal & General Group Plc72,270$1,605 09/30/2019
     SUM72,270$1,605 09/30/2019
American International Group Inc.71,067$1,578 09/30/2019
     SUM71,067$1,578 09/30/2019
Raymond James & Associates70,957$1,575 09/30/2019
     SUM70,957$1,575 09/30/2019
Cubist Systematic Strategies LLC69,456$1,542 09/30/2019
     SUM69,456$1,542 09/30/2019
The Manufacturers Life Insurance Company 69,368$1,534 09/30/2019
     SUM69,368$1,534 09/30/2019
Voya Investment Management LLC65,105$1,445 09/30/2019
     SUM65,105$1,445 09/30/2019
Wolverine Trading LLC $1,434 09/30/2019
     Call59,100$1,307 09/30/2019
     SUM19,045$421 09/30/2019
     Put13,300$294 09/30/2019
DAVENPORT & Co LLC59,916$1,432 12/31/2019
     SUM59,916$1,432 12/31/2019
Princeton Capital Management LLC59,735$1,326 09/30/2019
     SUM59,735$1,326 09/30/2019
Royal Bank of Canada58,040$1,289 09/30/2019
     SUM58,040$1,289 09/30/2019
Stifel Financial Corp57,034$1,263 09/30/2019
     SUM57,034$1,263 09/30/2019
Aperio Group LLC52,400$1,163 09/30/2019
     SUM52,400$1,163 09/30/2019
MetLife Investment Management LLC47,118$1,046 09/30/2019
     SUM47,118$1,046 09/30/2019
Private Advisor Group LLC41,359$974 09/30/2019
     SUM41,359$974 09/30/2019
First Trust Advisors LP43,113$957 09/30/2019
     SUM43,113$957 09/30/2019
Group One Trading L.P. $940 09/30/2019
     SUM36,240$805 09/30/2019
     Call21,400$475 09/30/2019
     Put15,300$340 09/30/2019
Squarepoint Ops LLC41,552$922 09/30/2019
     SUM41,552$922 09/30/2019
Dynamic Technology Lab Private Ltd40,585$901 09/30/2019
     SUM40,585$901 09/30/2019
Comerica Bank38,556$868 09/30/2019
     SUM38,556$868 09/30/2019
JPMorgan Chase & Co.37,034$822 09/30/2019
     SUM37,034$822 09/30/2019
Metropolitan Life Insurance Co NY35,970$799 09/30/2019
     SUM35,970$799 09/30/2019
A.R.T. Advisors LLC33,865$752 09/30/2019
     SUM33,865$752 09/30/2019
AQR Capital Management LLC32,429$720 09/30/2019
     SUM32,429$720 09/30/2019
SG Americas Securities LLC31,646$703 09/30/2019
     SUM31,646$703 09/30/2019
Fox Run Management L.L.C.28,724$638 09/30/2019
     SUM28,724$638 09/30/2019
PEAK6 Investments LLC $616 09/30/2019
     SUM20,779$461 09/30/2019
     Call7,000$155 09/30/2019
D. E. Shaw & Co. Inc.26,111$580 09/30/2019
     SUM26,111$580 09/30/2019
Mirae Asset Global Investments Co. Ltd.25,887$575 09/30/2019
     SUM25,887$575 09/30/2019
Laurion Capital Management LP25,278$561 09/30/2019
     SUM25,278$561 09/30/2019
NJ State Employees Deferred Compensation Plan24,000$533 09/30/2019
     SUM24,000$533 09/30/2019
Citigroup Inc.22,903$509 09/30/2019
     SUM22,903$509 09/30/2019
PNC Financial Services Group Inc.22,688$505 09/30/2019
     SUM22,688$505 09/30/2019
AlphaCrest Capital Management LLC22,751$505 09/30/2019
     SUM22,751$505 09/30/2019
Envestnet Asset Management Inc.22,441$498 09/30/2019
     SUM22,441$498 09/30/2019
Engineers Gate Manager LP21,423$476 09/30/2019
     SUM21,423$476 09/30/2019
Xact Kapitalforvaltning AB21,364$474 09/30/2019
     SUM21,364$474 09/30/2019
Tuscan Ridge Asset Management LLC20,693$459 09/30/2019
     SUM20,693$459 09/30/2019
Hsbc Holdings PLC20,542$456 09/30/2019
     SUM20,542$456 09/30/2019
BNP Paribas Arbitrage SA20,412$453 09/30/2019
     SUM20,412$453 09/30/2019
Cutter & CO Brokerage Inc.20,050$445 09/30/2019
     SUM20,050$445 09/30/2019
State Board of Administration of Florida Retirement System18,987$422 09/30/2019
     SUM18,987$422 09/30/2019
Quantinno Capital Management LP18,113$402 09/30/2019
     SUM18,113$402 09/30/2019
ExodusPoint Capital Management LP17,971$399 09/30/2019
     SUM17,971$399 09/30/2019
Amalgamated Bank17,057$379 09/30/2019
     SUM17,057$379 09/30/2019
Bank of Montreal Can15,971$354 09/30/2019
     SUM15,971$354 09/30/2019
Sheets Smith Wealth Management14,195$339 12/31/2019
     SUM14,195$339 12/31/2019
New Jersey Better Educational Savings Trust14,000$311 09/30/2019
     SUM14,000$311 09/30/2019
ProShare Advisors LLC13,291$295 09/30/2019
     SUM13,291$295 09/30/2019
Russell Investments Group Ltd.13,177$293 09/30/2019
     SUM13,177$293 09/30/2019
Quantamental Technologies LLC12,883$286 09/30/2019
     SUM12,883$286 09/30/2019
Barnett & Company Inc.11,864$284 12/31/2019
     SUM11,864$284 12/31/2019
HighTower Advisors LLC12,250$270 09/30/2019
     SUM12,250$270 09/30/2019
Guggenheim Capital LLC12,091$268 09/30/2019
     SUM12,091$268 09/30/2019
Raymond James Financial Services Advisors Inc.11,747$261 09/30/2019
     SUM11,747$261 09/30/2019
Advisor Group Inc.11,706$260 09/30/2019
     SUM11,706$260 09/30/2019
Prudential Financial Inc.11,304$251 09/30/2019
     SUM11,304$251 09/30/2019
Cerebellum GP LLC10,360$248 12/31/2019
     SUM10,360$248 12/31/2019
GSA Capital Partners LLP11,019$245 09/30/2019
     SUM11,019$245 09/30/2019
Intact Investment Management Inc.10,700$237 09/30/2019
     SUM10,700$237 09/30/2019
Jane Street Group LLC10,692$237 09/30/2019
     SUM10,692$237 09/30/2019
Dorsey & Whitney Trust CO LLC10,346$230 09/30/2019
     SUM10,346$230 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC10,215$226 09/30/2019
     SUM10,215$226 09/30/2019
Brown Advisory Inc.10,000$222 09/30/2019
     SUM10,000$222 09/30/2019
Ameritas Investment Partners Inc.9,531$212 09/30/2019
     SUM9,531$212 09/30/2019
Venturi Wealth Management LLC8,321$185 09/30/2019
     SUM8,321$185 09/30/2019
HM Payson & Co.8,000$178 09/30/2019
     SUM8,000$178 09/30/2019
Zurcher Kantonalbank Zurich Cantonalbank 7,207$172 12/31/2019
     SUM7,207$172 12/31/2019
Strs Ohio6,100$145 12/31/2019
     SUM6,100$145 12/31/2019
Public Employees Retirement System of Ohio5,332$118 09/30/2019
     SUM5,332$118 09/30/2019
Canada Pension Plan Investment Board5,023$112 09/30/2019
     SUM5,023$112 09/30/2019
Oppenheimer Asset Management Inc.4,275$95 09/30/2019
     SUM4,275$95 09/30/2019
Point72 Hong Kong Ltd3,951$88 09/30/2019
     SUM3,951$88 09/30/2019
Ladenburg Thalmann Financial Services Inc.3,618$80 09/30/2019
     SUM3,618$80 09/30/2019
Tower Research Capital LLC TRC 2,876$64 09/30/2019
     SUM2,876$64 09/30/2019
US Bancorp DE1,842$41 09/30/2019
     SUM1,842$41 09/30/2019
Laurel Wealth Advisors LLC1,554$34 09/30/2019
     SUM1,554$34 09/30/2019
Fifth Third Bancorp1,400$31 09/30/2019
     SUM1,400$31 09/30/2019
QCI Asset Management Inc. NY1,250$28 09/30/2019
     SUM1,250$28 09/30/2019
Whittier Trust Co. of Nevada Inc.1,265$28 09/30/2019
     SUM1,265$28 09/30/2019
Cutler Group LP $27 09/30/2019
     Call3,200$27 09/30/2019
     Put500$0 09/30/2019
Lindbrook Capital LLC1,178$26 09/30/2019
     SUM1,178$26 09/30/2019
Lazard Asset Management LLC1,124$24 09/30/2019
     SUM1,124$24 09/30/2019
Parallax Volatility Advisers L.P. $24 09/30/2019
     Call5,200$114 09/30/2019
     Put4,200$93 09/30/2019
     SUM144$3 09/30/2019
Investors Research Corp1,100$24 09/30/2019
     SUM1,100$24 09/30/2019
Nisa Investment Advisors LLC811$19 12/31/2019
     SUM811$19 12/31/2019
Parallel Advisors LLC821$18 09/30/2019
     SUM821$18 09/30/2019
Allred Capital Management LLC530$13 12/31/2019
     SUM530$13 12/31/2019
FTB Advisors Inc.405$10 12/31/2019
     SUM405$10 12/31/2019
Quadrant Capital Group LLC457$9 09/30/2019
     SUM457$9 09/30/2019
Berman Capital Advisors LLC229$5 09/30/2019
     SUM229$5 09/30/2019
Versant Capital Management Inc239$5 09/30/2019
     SUM239$5 09/30/2019
Synovus Financial Corp182$4 09/30/2019
     SUM182$4 09/30/2019
Carroll Financial Associates Inc.138$3 12/31/2019
     SUM138$3 12/31/2019
Valeo Financial Advisors LLC121$3 12/31/2019
     SUM121$3 12/31/2019
Northwestern Mutual Wealth Management Co.126$3 09/30/2019
     SUM126$3 09/30/2019
Advisory Services Network LLC136$3 09/30/2019
     SUM136$3 09/30/2019
Institutional & Family Asset Management LLC133$3 09/30/2019
     SUM133$3 09/30/2019
Proequities Inc. $2 09/30/2019
     SUM103$2 09/30/2019
     Put0$0 09/30/2019
     Call0$0 09/30/2019
First Interstate Bank103$2 09/30/2019
     SUM103$2 09/30/2019
SRS Capital Advisors Inc.100$2 09/30/2019
     SUM100$2 09/30/2019
Pearl River Capital LLC110$2 09/30/2019
     SUM110$2 09/30/2019
Brown Brothers Harriman & Co.38$1 09/30/2019
     SUM38$1 09/30/2019
Glassman Wealth Services46$1 09/30/2019
     SUM46$1 09/30/2019
IFP Advisors Inc0$0 12/31/2019
     SUM0$0 12/31/2019
Credit Agricole S A1$0 09/30/2019
     SUM1$0 09/30/2019
Financial Gravity Wealth Inc.20$0 09/30/2019
     SUM20$0 09/30/2019

See Summary: Institutional Holders of SUM
See Details: Top 10 Hedge Funds Holding SUM
Also See: SUM Insider Buying
Also See: SUM Holdings Changes

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