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SUM Holdings Changes image
This page summarizes the SUM holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether SUM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing SUM Share Count
TFO TDC LLC 6 2,721 +2,715 +45250.00%
Pictet Asset Management Holding SA 14,717 277,618 +262,901 +1786.38%
EverSource Wealth Advisors LLC 19 308 +289 +1521.05%
Tower Research Capital LLC TRC 2,650 29,781 +27,131 +1023.81%
UBS Group AG 14,998 76,554 +61,556 +410.43%
Westover Capital Advisors LLC 11,436 44,699 +33,263 +290.86%
Edgestream Partners L.P. 8,627 29,921 +21,294 +246.83%
Jane Street Group LLC 28,375 85,158 +56,783 +200.12%
Walleye Trading LLC 3,109 9,297 +6,188 +199.04%
Algert Global LLC 67,825 191,544 +123,719 +182.41%
Farther Finance Advisors LLC 62 172 +110 +177.42%
Barclays PLC 101,440 274,265 +172,825 +170.37%
Millennium Management LLC 564,450 1,428,063 +863,613 +153.00%
Creative Planning 13,448 33,739 +20,291 +150.88%
Tudor Investment Corp Et Al 79,098 184,642 +105,544 +133.43%
Two Sigma Advisers LP 62,500 144,100 +81,600 +130.56%
Parallel Advisors LLC 351 750 +399 +113.68%
Signaturefd LLC 311 654 +343 +110.29%
Global Retirement Partners LLC 81 168 +87 +107.41%
Knights of Columbus Asset Advisors LLC 98,862 192,349 +93,487 +94.56%
CWM Advisors LLC 9,823 19,092 +9,269 +94.36%
Clark Capital Management Group Inc. 48,593 91,971 +43,378 +89.27%
Glassman Wealth Services 8 15 +7 +87.50%
Nomura Holdings Inc. 27,441 49,782 +22,341 +81.41%
AQR Capital Management LLC 6,474 11,280 +4,806 +74.24%
JPMorgan Chase & Co. 275,966 462,587 +186,621 +67.62%
Bank of New York Mellon Corp 521,576 854,019 +332,443 +63.74%
Zurcher Kantonalbank Zurich Cantonalbank 33,708 55,140 +21,432 +63.58%
Ameriprise Financial Inc. 1,111,466 1,796,209 +684,743 +61.61%
Norden Group LLC 6,620 10,691 +4,071 +61.50%
Price T Rowe Associates Inc. MD 5,474,534 8,814,270 +3,339,736 +61.00%
Ronald Blue Trust Inc. 238 373 +135 +56.72%
Federated Hermes Inc. 168,505 231,394 +62,889 +37.32%
SJS Investment Consulting Inc. 27 37 +10 +37.04%
Assetmark Inc. 5,021 6,803 +1,782 +35.49%
Valmark Advisers Inc. 18,383 23,781 +5,398 +29.36%
Handelsbanken Fonder AB 9,300 12,000 +2,700 +29.03%
ProShare Advisors LLC 15,530 19,789 +4,259 +27.42%
Linden Thomas Advisory Services LLC 7,549 9,517 +1,968 +26.07%
Voya Investment Management LLC 529,555 666,080 +136,525 +25.78%
Quadrant Capital Group LLC 1,520 1,902 +382 +25.13%
Sagefield Capital LP 122,413 152,203 +29,790 +24.34%
Harvey Partners LLC 521,000 640,000 +119,000 +22.84%
Moody National Bank Trust Division 18,820 23,103 +4,283 +22.76%
CWM LLC 461 565 +104 +22.56%
Massachusetts Financial Services Co. MA 5,512,959 6,650,459 +1,137,500 +20.63%
American Century Companies Inc. 1,196,122 1,442,795 +246,673 +20.62%
Advisors Asset Management Inc. 61,177 73,065 +11,888 +19.43%
Northwestern Mutual Wealth Management Co. 3,358 4,002 +644 +19.18%
Dfpg Investments LLC 6,084 7,145 +1,061 +17.44%
Janney Montgomery Scott LLC 11,588 13,553 +1,965 +16.96%
Raymond James Financial Services Advisors Inc. 19,032 21,841 +2,809 +14.76%
Hiddenite Capital Partners LP 75,000 85,000 +10,000 +13.33%
Credit Suisse AG 142,749 161,350 +18,601 +13.03%
Citigroup Inc. 34,820 39,300 +4,480 +12.87%
Driehaus Capital Management LLC 570,785 643,980 +73,195 +12.82%
Strs Ohio 10,200 11,400 +1,200 +11.76%
Kennedy Capital Management Inc. 175,557 195,249 +19,692 +11.22%
JustInvest LLC 15,434 17,053 +1,619 +10.49%
BlackRock Inc. 10,352,194 11,365,151 +1,012,957 +9.78%
Great West Life Assurance Co. Can 10,292 11,218 +926 +9.00%
Madison Asset Management LLC 161,090 175,368 +14,278 +8.86%
JFS Wealth Advisors LLC 106 115 +9 +8.49%
UBS Asset Management Americas Inc. 133,794 145,013 +11,219 +8.39%
The Manufacturers Life Insurance Company 1,075,882 1,163,509 +87,627 +8.14%
Commonwealth Equity Services LLC 34,886 37,622 +2,736 +7.84%
Strengthening Families & Communities LLC 31,439 33,694 +2,255 +7.17%
Bank of America Corp DE 1,055,538 1,129,884 +74,346 +7.04%
River Road Asset Management LLC 1,617,490 1,727,475 +109,985 +6.80%
Natixis Advisors L.P. 28,462 30,382 +1,920 +6.75%
Captrust Financial Advisors 15,767 16,811 +1,044 +6.62%
Stifel Financial Corp 79,394 84,515 +5,121 +6.45%
Townsquare Capital LLC 50,819 53,562 +2,743 +5.40%
Lazard Asset Management LLC 17,924 18,861 +937 +5.23%
Lindbrook Capital LLC 3,214 3,381 +167 +5.20%
Teacher Retirement System of Texas 46,746 49,172 +2,426 +5.19%
Geode Capital Management LLC 2,434,172 2,547,385 +113,213 +4.65%
Invesco Ltd. 3,548,008 3,711,805 +163,797 +4.62%
Legal & General Group Plc 109,969 114,980 +5,011 +4.56%
Bell Investment Advisors Inc 285 298 +13 +4.56%
Comerica Bank 27,703 28,880 +1,177 +4.25%
State Street Corp 2,571,203 2,676,540 +105,337 +4.10%
Clearbridge Investments LLC 3,061,137 3,177,677 +116,540 +3.81%
Alliance Wealth Advisors LLC UT 12,666 13,131 +465 +3.67%
Wells Fargo & Company MN 195,771 202,404 +6,633 +3.39%
Alliancebernstein L.P. 140,216 144,491 +4,275 +3.05%
Janney Capital Management LLC 13,160 13,562 +402 +3.05%
Oliver Luxxe Assets LLC 82,361 84,782 +2,421 +2.94%
Guggenheim Capital LLC 240,982 247,861 +6,879 +2.85%
River Wealth Advisors LLC 46,506 47,705 +1,199 +2.58%
Charles Schwab Investment Management Inc. 1,416,951 1,445,466 +28,515 +2.01%
InterOcean Capital Group LLC 9,961 10,136 +175 +1.76%
Cetera Advisor Networks LLC 7,041 7,164 +123 +1.75%
Ameritas Investment Partners Inc. 11,878 12,050 +172 +1.45%
Xponance Inc. 7,159 7,260 +101 +1.41%
Capital Analysts LLC 66,134 66,933 +799 +1.21%
Franklin Resources Inc. 182,449 184,618 +2,169 +1.19%
Northern Trust Corp 1,509,672 1,521,983 +12,311 +0.82%
Vanguard Group Inc. 11,925,288 11,978,367 +53,079 +0.45%
Kornitzer Capital Management Inc. KS 471,311 473,211 +1,900 +0.40%
Segall Bryant & Hamill LLC 1,061,483 1,063,571 +2,088 +0.20%
Principal Financial Group Inc. 5,251,061 5,259,949 +8,888 +0.17%
AdvisorNet Financial Inc 2,938 2,942 +4 +0.14%
Frontier Capital Management Co. LLC 474,864 475,454 +590 +0.12%
13F Filers Reporting New Positions In SUM
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 4,282 +4,282 +100%
Truist Financial Corp 0 8,012 +8,012 +100%
Barrow Hanley Mewhinney & Strauss LLC 0 80 +80 +100%
Stephens Inc. AR 0 133,865 +133,865 +100%
Amica Mutual Insurance Co. 0 32,251 +32,251 +100%
Acadian Asset Management LLC 0 14,702 +14,702 +100%
Maverick Capital Ltd. 0 11,240 +11,240 +100%
D.A. Davidson & CO. 0 8,494 +8,494 +100%
Cobalt Capital Management Inc. 0 40,000 +40,000 +100%
Chesapeake Capital Corp IL 0 21,623 +21,623 +100%
Harvey Capital Management Inc. 0 30,350 +30,350 +100%
Silvercrest Asset Management Group LLC 0 106,094 +106,094 +100%
Wolverine Asset Management LLC 0 20,000 +20,000 +100%
SG Americas Securities LLC 0 19,320 +19,320 +100%
Brown Advisory Inc. 0 9,356 +9,356 +100%
GSA Capital Partners LLP 0 37,294 +37,294 +100%
Hillsdale Investment Management Inc. 0 150 +150 +100%
Mariner LLC 0 6,055 +6,055 +100%
Norges Bank 0 1,285,424 +1,285,424 +100%
Johnson Financial Group Inc. 0 101 +101 +100%
Fox Run Management L.L.C. 0 16,024 +16,024 +100%
Mirabella Financial Services LLP 0 7,802 +7,802 +100%
Advisory Services Network LLC 0 101 +101 +100%
Rather & Kittrell Inc. 0 6,016 +6,016 +100%
JJJ Advisors Inc. 0 35 +35 +100%
Point72 Hong Kong Ltd 0 5,501 +5,501 +100%
Toroso Investments LLC 0 6,677 +6,677 +100%
FinTrust Capital Advisors LLC 0 176 +176 +100%
MONECO Advisors LLC 0 5,216 +5,216 +100%
Inspire Advisors LLC 0 31,939 +31,939 +100%
State of Wyoming 0 4,603 +4,603 +100%
Jackson Creek Investment Advisors LLC 0 26,670 +26,670 +100%
Hexagon Capital Partners LLC 0 5 +5 +100%
Cannon Global Investment Management LLC 0 9,200 +9,200 +100%
Coppell Advisory Solutions LLC 0 547 +547 +100%
Swisher Financial Concepts Inc. 0 5,921 +5,921 +100%
CI Private Wealth LLC 0 17,565 +17,565 +100%
SYSTM Wealth Solutions LLC 0 1,220 +1,220 +100%
West Tower Group LLC 0 278 +278 +100%
EntryPoint Capital LLC 0 1,815 +1,815 +100%
DiNuzzo Private Wealth Inc. 0 24 +24 +100%
Susquehanna Portfolio Strategies LLC 0 95,570 +95,570 +100%
Cetera Trust Company N.A 0 116 +116 +100%
GAMMA Investing LLC 0 137 +137 +100%
Private Wealth Management Group LLC 0 163 +163 +100%
Richardson Financial Services Inc. 0 259 +259 +100%
Fairman Group LLC 0 20 +20 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 598 598 UNCH 0.00%
Huntington National Bank 80 80 UNCH 0.00%
Metropolitan Life Insurance Co NY 6,878 6,878 UNCH 0.00%
NBC Securities Inc. 101 101 UNCH 0.00%
Creative Financial Designs Inc. ADV 122 122 UNCH 0.00%
Godsey & Gibb Associates 528 528 UNCH 0.00%
UMB Bank N A MO 356 356 UNCH 0.00%
State Board of Administration of Florida Retirement System 34,229 34,229 UNCH 0.00%
Tompkins Financial Corp 1,016 1,016 UNCH 0.00%
Paradigm Capital Management Inc. NY 866,400 866,400 UNCH 0.00%
Nomura Asset Management Co. Ltd. 1,118 1,118 UNCH 0.00%
Massmutual Trust Co. FSB ADV 9 9 UNCH 0.00%
FCA Corp TX 8,680 8,680 UNCH 0.00%
Dorsey & Whitney Trust CO LLC 12,652 12,652 UNCH 0.00%
KBC Group NV 1,736 1,736 UNCH 0.00%
Benjamin Edwards Inc. 518 518 UNCH 0.00%
Ensign Peak Advisors Inc 38,585 38,585 UNCH 0.00%
DekaBank Deutsche Girozentrale 1,753 1,753 UNCH 0.00%
Alberta Investment Management Corp 76,166 76,166 UNCH 0.00%
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. 102 102 UNCH 0.00%
State of New Jersey Common Pension Fund D 76,687 76,687 UNCH 0.00%
NJ State Employees Deferred Compensation Plan 24,408 24,408 UNCH 0.00%
MetLife Investment Management LLC 63,009 63,009 UNCH 0.00%
EP Wealth Advisors LLC 9,441 9,441 UNCH 0.00%
First Horizon Advisors Inc. 61 61 UNCH 0.00%
Yelin Lapidot Holdings Management Ltd. 9,152 9,152 UNCH 0.00%
GWM Advisors LLC 709 709 UNCH 0.00%
Institutional & Family Asset Management LLC 47 47 UNCH 0.00%
Versant Capital Management Inc 24 24 UNCH 0.00%
HHM Wealth Advisors LLC 476 476 UNCH 0.00%
Geneos Wealth Management Inc. 1,016 1,016 UNCH 0.00%
Concord Wealth Partners 99 99 UNCH 0.00%
Kaizen Financial Strategies 9,339 9,339 UNCH 0.00%
CoreFirst Bank & Trust 2,651 2,651 UNCH 0.00%
DecisionPoint Financial LLC 2,034 2,034 UNCH 0.00%
WFA Asset Management Corp 188 188 UNCH 0.00%
NEOS Investment Management LLC 8,856 8,856 UNCH 0.00%
13F Filers Decreasing SUM Share Count
Neo Ivy Capital Management 9,560 11 -9,549 -99.88%
Headlands Technologies LLC 2,480 7 -2,473 -99.72%
Parkside Financial Bank & Trust 108 2 -106 -98.15%
Voloridge Investment Management LLC 108,618 6,056 -102,562 -94.42%
Allspring Global Investments Holdings LLC 5,389 365 -5,024 -93.23%
Renaissance Technologies LLC 366,178 25,378 -340,800 -93.07%
Fred Alger Management LLC 842,946 83,252 -759,694 -90.12%
Capital International Investors 3,946,474 492,061 -3,454,413 -87.53%
Eagle Bay Advisors LLC 2,743 365 -2,378 -86.69%
Campbell & CO Investment Adviser LLC 76,991 11,007 -65,984 -85.70%
Woodline Partners LP 42,186 7,443 -34,743 -82.36%
Two Sigma Investments LP 218,518 49,847 -168,671 -77.19%
Point72 Middle East FZE 26,733 6,841 -19,892 -74.41%
Macroview Investment Management LLC 331 86 -245 -74.02%
Select Equity Group L.P. 155,843 52,191 -103,652 -66.51%
Mackenzie Financial Corp 21,378 7,460 -13,918 -65.10%
Walleye Capital LLC 109,482 39,005 -70,477 -64.37%
Public Employees Retirement Association of Colorado 43,329 16,693 -26,636 -61.47%
BNP Paribas Arbitrage SA 116,542 47,295 -69,247 -59.42%
Twinbeech Capital LP 148,537 62,018 -86,519 -58.25%
Prudential Financial Inc. 262,732 118,831 -143,901 -54.77%
Aquatic Capital Management LLC 17,400 8,300 -9,100 -52.30%
Man Group plc 48,373 23,206 -25,167 -52.03%
D. E. Shaw & Co. Inc. 591,025 284,745 -306,280 -51.82%
Russell Investments Group Ltd. 111,376 54,114 -57,262 -51.41%
Susquehanna International Group LLP 415,856 205,746 -210,110 -50.52%
New England Capital Financial Advisors LLC 101 51 -50 -49.50%
Jennison Associates LLC 1,308,483 674,543 -633,940 -48.45%
Verition Fund Management LLC 9,898 5,359 -4,539 -45.86%
Cubist Systematic Strategies LLC 151,918 83,137 -68,781 -45.28%
Concentric Capital Strategies LP 141,198 78,774 -62,424 -44.21%
Hsbc Holdings PLC 268,515 151,471 -117,044 -43.59%
The PNC Financial Services Group Inc. 14,942 9,276 -5,666 -37.92%
Schonfeld Strategic Advisors LLC 59,914 38,110 -21,804 -36.39%
Private Trust Co. NA 354 226 -128 -36.16%
Bessemer Group Inc. 362,102 245,026 -117,076 -32.33%
Cardinal Capital Management LLC CT 159,574 111,424 -48,150 -30.17%
FMR LLC 3,880,931 2,814,508 -1,066,423 -27.48%
Peregrine Capital Management LLC 257,001 193,196 -63,805 -24.83%
US Bancorp DE 35,266 26,763 -8,503 -24.11%
Keybank National Association OH 24,592 18,871 -5,721 -23.26%
Shell Asset Management Co. 3,809 2,928 -881 -23.13%
Qube Research & Technologies Ltd 296,123 229,460 -66,663 -22.51%
Citadel Advisors LLC 1,419,766 1,105,912 -313,854 -22.11%
Goldman Sachs Group Inc. 2,087,877 1,636,741 -451,136 -21.61%
Castleark Management LLC 197,396 155,826 -41,570 -21.06%
Corton Capital Inc. 10,734 8,666 -2,068 -19.27%
First Trust Advisors LP 114,265 95,258 -19,007 -16.63%
Victory Capital Management Inc. 3,837,230 3,226,073 -611,157 -15.93%
LPL Financial LLC 59,453 50,896 -8,557 -14.39%
Dynamic Technology Lab Private Ltd 20,048 17,234 -2,814 -14.04%
First Washington CORP 153,673 133,696 -19,977 -13.00%
Congress Asset Management Co. MA 449,963 391,668 -58,295 -12.96%
Boston Partners 41,960 36,586 -5,374 -12.81%
State of Wisconsin Investment Board 13,485 11,780 -1,705 -12.64%
American Trust 7,402 6,469 -933 -12.60%
Engineers Gate Manager LP 64,971 57,381 -7,590 -11.68%
Advisor Group Holdings Inc. 22,686 20,228 -2,458 -10.83%
RE Advisers Corp 251,409 225,209 -26,200 -10.42%
Swiss National Bank 261,315 234,415 -26,900 -10.29%
Amalgamated Bank 11,788 10,577 -1,211 -10.27%
Glenmede Trust Co. NA 24,466 21,963 -2,503 -10.23%
Epoch Investment Partners Inc. 212,530 191,338 -21,192 -9.97%
Moody Aldrich Partners LLC 226,496 206,187 -20,309 -8.97%
Keeley Teton Advisors LLC 21,205 19,322 -1,883 -8.88%
Morgan Stanley 758,989 692,773 -66,216 -8.72%
Westwood Holdings Group Inc. 1,398,527 1,295,641 -102,886 -7.36%
Fifth Third Bancorp 1,525 1,422 -103 -6.75%
Macquarie Group Ltd. 5,509,165 5,156,186 -352,979 -6.41%
WINTON GROUP Ltd 18,991 17,831 -1,160 -6.11%
Orion Portfolio Solutions LLC 10,116 9,506 -610 -6.03%
Nisa Investment Advisors LLC 8,337 7,937 -400 -4.80%
Royce & Associates LP 358,117 341,317 -16,800 -4.69%
Natixis 3,338 3,187 -151 -4.52%
John G Ullman & Associates Inc. 122,419 116,893 -5,526 -4.51%
California State Teachers Retirement System 131,460 125,630 -5,830 -4.43%
Royal Bank of Canada 120,455 115,870 -4,585 -3.81%
Raymond James & Associates 159,926 154,026 -5,900 -3.69%
Allworth Financial LP 500 482 -18 -3.60%
Rhumbline Advisers 199,915 193,741 -6,174 -3.09%
New York Life Investment Management LLC 12,477 12,124 -353 -2.83%
Cambridge Investment Research Advisors Inc. 8,538 8,297 -241 -2.82%
California Public Employees Retirement System 229,564 223,101 -6,463 -2.82%
Nuveen Asset Management LLC 2,289,226 2,225,951 -63,275 -2.76%
EFG Asset Management North America Corp. 32,927 32,129 -798 -2.42%
Steward Partners Investment Advisory LLC 19,743 19,336 -407 -2.06%
Eagle Asset Management Inc. 1,466,339 1,438,825 -27,514 -1.88%
Sei Investments Co. 384,866 378,053 -6,813 -1.77%
Arizona State Retirement System 33,834 33,246 -588 -1.74%
Stephens Consulting LLC 508 500 -8 -1.57%
Dimensional Fund Advisors LP 5,536,627 5,458,814 -77,813 -1.41%
Congress Wealth Management LLC DE 200,144 197,672 -2,472 -1.24%
Thrivent Financial for Lutherans 792,066 783,456 -8,610 -1.09%
Mount Yale Investment Advisors LLC 7,330 7,261 -69 -0.94%
Mirae Asset Global Investments Co. Ltd. 680,708 675,063 -5,645 -0.83%
Deutsche Bank AG 58,979 58,577 -402 -0.68%
Envestnet Asset Management Inc. 151,714 150,777 -937 -0.62%
Waycross Investment Management Co 36,897 36,699 -198 -0.54%
Public Employees Retirement System of Ohio 58,073 57,759 -314 -0.54%
American International Group Inc. 59,663 59,423 -240 -0.40%
Covestor Ltd 262 261 -1 -0.38%
New York State Common Retirement Fund 48,984 48,916 -68 -0.14%
Leuthold Group LLC 119,091 118,971 -120 -0.10%
Aristotle Capital Boston LLC 1,091,212 1,090,990 -222 -0.02%
Janus Henderson Group PLC 3,279,842 3,279,352 -490 -0.01%
Bank of Montreal Can 15,818 15,817 -1 -0.01%
13F Filers Exiting SUM
Arlington Trust Co LLC 73 0 -73 -100.00%
Register Financial Advisors LLC 2,017 0 -2,017 -100.00%
BluePath Capital Management LLC 1,021 0 -1,021 -100.00%
CarsonAllaria Wealth Management Ltd. 10,170 0 -10,170 -100.00%
Fifth Lane Capital LP 7,800 0 -7,800 -100.00%
Orchard Capital Managment LLC 173,439 0 -173,439 -100.00%
Dark Forest Capital Management LP 66,611 0 -66,611 -100.00%
Mach 1 Financial Group Inc. 16,345 0 -16,345 -100.00%
Alpha DNA Investment Management LLC 18,423 0 -18,423 -100.00%
Jump Financial LLC 9,633 0 -9,633 -100.00%
Occudo Quantitative Strategies LP 68,430 0 -68,430 -100.00%
International Assets Investment Management LLC 211 0 -211 -100.00%
Lloyd Advisory Services LLC. 6,620 0 -6,620 -100.00%
ExodusPoint Capital Management LP 56,097 0 -56,097 -100.00%
Bridgefront Capital LLC 8,715 0 -8,715 -100.00%
AE Wealth Management LLC 17,070 0 -17,070 -100.00%
Grove Bank & Trust 55 0 -55 -100.00%
Teza Capital Management LLC 6,750 0 -6,750 -100.00%
Sciencast Management LP 29,836 0 -29,836 -100.00%
Quadrature Capital Ltd 16,907 0 -16,907 -100.00%
Perpetual Ltd 6,885 0 -6,885 -100.00%
Squarepoint Ops LLC 7,056 0 -7,056 -100.00%
Trexquant Investment LP 68,479 0 -68,479 -100.00%
Lighthouse Investment Partners LLC 40,000 0 -40,000 -100.00%
Lodge Hill Capital LLC 112,354 0 -112,354 -100.00%
Seven Eight Capital LP 60,080 0 -60,080 -100.00%
Assenagon Asset Management S.A. 15,929 0 -15,929 -100.00%
Healthcare of Ontario Pension Plan Trust Fund 2,894 0 -2,894 -100.00%
Quantbot Technologies LP 3,180 0 -3,180 -100.00%
Simplex Trading LLC 2,625 0 -2,625 -100.00%
HRT Financial LP 16,803 0 -16,803 -100.00%
Petrus Trust Company LTA 9,146 0 -9,146 -100.00%
Baker Avenue Asset Management LP 1,525 0 -1,525 -100.00%
Arlington Partners LLC 73 0 -73 -100.00%
Magnetar Financial LLC 9,626 0 -9,626 -100.00%
Capital Fund Management S.A. 17,434 0 -17,434 -100.00%
Calamos Advisors LLC 17,736 0 -17,736 -100.00%
Graham Capital Management L.P. 28,457 0 -28,457 -100.00%
WASHINGTON TRUST Co 18 0 -18 -100.00%
AXA S.A. 7,100 0 -7,100 -100.00%
First Hawaiian Bank 6,524 0 -6,524 -100.00%

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

SUM Holdings Changes | www.HoldingsChannel.com

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