Neuberger Berman Group LLC has opened a new $51.9M position in $SUM, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SUM.
$SUM Hedge Fund Activity
We have seen 162 institutional investors add shares of $SUM stock to their portfolio, and 165 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 7,134,532 shares (-93.4%) from their portfolio in Q4 2024, for an estimated $361,007,319
- PRINCIPAL FINANCIAL GROUP INC removed 3,570,387 shares (-67.5%) from their portfolio in Q4 2024, for an estimated $180,661,582
- CLEARBRIDGE INVESTMENTS, LLC removed 2,163,437 shares (-70.2%) from their portfolio in Q4 2024, for an estimated $109,469,912
- INVESCO LTD. removed 2,073,045 shares (-54.6%) from their portfolio in Q4 2024, for an estimated $104,896,077
- VICTORY CAPITAL MANAGEMENT INC removed 1,913,442 shares (-63.7%) from their portfolio in Q4 2024, for an estimated $96,820,165
- FIL LTD added 1,880,000 shares (+inf%) to their portfolio in Q4 2024, for an estimated $95,128,000
- RIVER ROAD ASSET MANAGEMENT, LLC removed 1,729,790 shares (-48.5%) from their portfolio in Q4 2024, for an estimated $87,527,374
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SUM Insider Trading Activity
$SUM insiders have traded $SUM stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SUM stock by insiders over the last 6 months:
- CHRISTOPHER BURKE GASKILL (See Remarks) sold 1,536 shares for an estimated $78,197
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SUM ticker page for more data.
