Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUNOPTA INC (STKL)

173 + Investors. Track Smart Money conviction in STKL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
3Q ▼
Buyers last Q
37%

Smart Money Signals — STKL

Based on 172 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their STKL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
172 funds currently hold this stock — 86% of the 3.0-year high of 201 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
27 fewer hedge funds hold STKL compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 37% buying

73 buying122 selling
Last quarter: 122 funds sold vs only 73 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 27 → 22 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 23% medium 10% new
116 out of 172 hedge funds have held STKL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -0%, value -100%

Value
-99%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~24 new funds/quarter

23 → 25 → 27 → 22 → 24 new funds/Q
New funds entering each quarter: 25 → 27 → 22 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 17% 1-2yr 12% new
Of 173 current holders: 123 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
30 of 172 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: STKL

How many hedge funds hold STKL — quarterly history vs. share price
Quarterly hedge fund ownership of STKL vs. share price

Market Analysis: STKL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STKL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: STKL
2026 Q1 Stats Unlock in 22 days 173 + Investors

Track Smart Money conviction in STKL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 173 197 -12.18%
13F Shares 98M 98M -0.3%
Total Value $373M $123.29B -99.7%
New Positions 24 22 +2
Increased Positions 51 64 -13
Closed Positions 46 25 +21
Reduced Positions 77 73 +4
Total Calls 1 3 -66.67%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: STKL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

173 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STKL. Verified SEC 13F-HR filings.

Top 25 institutional holders of STKL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trium Capital LLP 6.56% 1,438,474 $9.3M
2 ALPINE ASSOCIATES MANAGEMENT INC. 1.13% 2,969,800 $19.2M
3 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 0.07% 37,500 $243K
4 Abundance Wealth Counselors 0.02% 16,161 $105K
5 RWC Asset Management LLP 0.01% 47,163 $306K
6 Union Bancaire Privee, UBP SA 0.00% 50,364 $327K
7 North Star Investment Management Corp. 0.00% 5,173 $34K
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 129,720 $842K
9 Apollon Wealth Management, LLC 0.00% 15,672 $102K
10 Versant Capital Management, Inc 0.00% 2,073 $13K
11 SIGNATUREFD, LLC 0.00% 10,687 $69K
12 HB Wealth Management, LLC 0.00% 15,737 $102K
13 Merit Financial Group, LLC 0.00% 13,644 $88K
14 GAMMA Investing LLC 0.00% 1,280 $8K
15 HARBOR CAPITAL ADVISORS, INC. 0.00% 555
16 State of Alaska, Department of Revenue 0.00% 4,439
17 SG Americas Securities, LLC 0.00% 26,766
18 ProShare Advisors LLC 0.00% 13,884 $90K
19 Pictet Asset Management Holding SA 0.00% 14,452 $94K
20 Sterling Capital Management LLC 0.00% 622 $4K
21 Leonteq Securities AG 0.00% 96
22 True Wealth Design, LLC 0.00% 17
23 Farther Finance Advisors, LLC 0.00% 89
24 SJS Investment Consulting Inc. 0.00% 6
25 IFP Advisors, Inc 0.00% 33
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SUNOPTA INC (STKL)

What does the Smart Money Trend signal show for STKL?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their STKL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STKL?

Heavy selling pressure — only 37% buying: Last quarter: 122 funds sold vs only 73 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for STKL holders?

Strong quality — 35% AUM from major funds: 30 of 172 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held STKL?

67% of holders stayed for 2+ years: 116 out of 172 hedge funds have held STKL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.