Suzano S A (SUZ) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Suzano S A (SUZ) following the 2026 Q3 hedge fund 13F filings?

As of today, SUZ has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SUZ gained +13.5% vs -1.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Suzano S A (SUZ)

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

Smart Money Signals — SUZ

Based on 137 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their SUZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

137 hedge funds hold SUZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

79 buying84 selling

Last quarter: 84 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 17 → 20 → 37 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 18% medium ■ 28% new

75 out of 137 hedge funds have held SUZ 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 -22%

Value

-21%

+0%

Last quarter: funds added +0% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

19 → 17 → 20 → 37 → 30 new funds/Q

New funds entering each quarter: 17 → 20 → 37 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new

Entry-cohort mix of 143 holders: 88 (62%) are 2+ year veterans, 19 entered 1–2 years ago, and 36 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

34 of 137 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SUZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	135	143	-5.59%
13F Shares	74M	74M	0.23%
Total Value	$576M	$737M	-21.75%
New Positions	30	37	-7
Increased Positions	47	67	-20
Closed Positions	38	23	+15
Reduced Positions	46	24	+22
Total Calls	2	2	-
Total Puts	4	4	-
PUT/CALL Ratio	2.0	2.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

135

143

-5.59%

13F Shares

74M

0.23%

Total Value

$576M

$737M

-21.75%

New Positions

-7

Increased Positions

-20

Closed Positions

+15

Reduced Positions

+22

Total Calls

Total Puts

PUT/CALL Ratio

2.0

Bearish

Institutional Holders (2026 Q3)

135 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SUZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atlas FRM LLC	8.61%	26,200,000	$224.5M
2	Compass Rose Asset Management, LP	1.42%	1,715,000	$14.7M
3	Naman Capital Ltda	1.28%	344,547	$3.0M
4	Seafarer Capital Partners, LLC	0.93%	400,000	$3.4M
5	Waterfront Wealth Inc.	0.87%	647,713	$5.5M
6	Ramirez Asset Management, Inc.	0.62%	709,111	$6.1M
7	Comprehensive Money Management Services LLC	0.39%	71,420	$612K
8	Kapitalo Investimentos Ltda	0.37%	377,151	$3.2M
9	Grace & White Inc /Ny	0.11%	79,774	$684K
10	Metis Global Partners, LLC	0.10%	530,950	$4.6M
11	Arkfeld Wealth Strategies, L.L.C.	0.06%	26,476	$223K
12	SmartHarvest Portfolios, LLC	0.06%	16,951	$145K
13	Y-Intercept (Hong Kong) Ltd	0.05%	260,871	$2.2M
14	Harbour Capital Advisors, LLC	0.04%	26,450	$227K
15	EntryPoint Capital, LLC	0.04%	16,377	$140K
16	Endeavor Private Wealth, INC.	0.03%	15,754	$135K
17	Moody National Bank Trust Division	0.03%	40,122	$344K
18	Quantbot Technologies LP	0.03%	86,125	$738K
19	55 North Private Wealth, LLC	0.02%	10,480	$90K
20	Caitong International Asset Management Co., Ltd	0.01%	14,658	$126K
21	Renaissance Technologies LLC	0.01%	886,100	$7.6M
22	American Century Companies Inc	0.01%	2,683,974	$23.0M
23	Axxion S.A.	0.01%	17,000	$146K
24	Deutsche Bank Ag\	0.01%	3,200,640	$27.4M
25	Ci Investments INC.	0.01%	272,566	$2.3M

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 — Suzano S A (SUZ)

What does the Smart Money Trend signal show for SUZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SUZ 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 SUZ?

More sellers than buyers — 48% buying: Last quarter: 84 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SUZ holders?

Elite ownership — 48% AUM from top-100 funds: 34 of 137 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SUZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SUZ?

55% of holders stayed for 2+ years: 75 out of 137 hedge funds have held SUZ 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.

Is it too late to buy Suzano S A (SUZ) following the 2026 Q3 hedge fund 13F filings?

As of today, SUZ has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SUZ has gained +13.5% vs -1.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Suzano S A (SUZ)

Smart Money Signals — SUZ

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +4% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-7 vs last Q)

55% of holders stayed for 2+ years

Buying through price weakness — shares +0%, value -22%

Acceleration phase — new buyers rushing in

Veteran-anchored — 62% veterans vs 25% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — SUZ

Hedge Fund Ownership: SUZ

Market Analysis: SUZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SUZ

Is It Too Late to Buy Suzano S A (SUZ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SUZ

Statistics: SUZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Suzano S A (SUZ)

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