(SUM) Stock Institutional Trading Activity


(SUM) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2024), investors with some of the largest reported share count changes include Renaissance Technologies LLC, First Eagle U.S. Value, Longleaf Partners, and Appaloosa Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2024Renaissance Technologies LLCSell-107,10085,778$4,340,367
Q4 2024First Eagle U.S. ValueBuy26,000217,427$11,001,806
Q3 2024First Eagle U.S. ValueBuy191,427191,427$7,471,396
Q2 2024Renaissance Technologies LLCSell-117,300192,878$7,061,264
Q1 2024Renaissance Technologies LLCBuy284,800310,178$13,825
Q4 2023Renaissance Technologies LLCSell-340,80025,378$976
Q3 2023Renaissance Technologies LLCBuy346,800366,178$11,403
Q1 2023Renaissance Technologies LLCSell-1,02419,378$552
Q4 2021Renaissance Technologies LLCSell-48,30020,402$819
Q1 2021Renaissance Technologies LLCSell-438,10068,702$1,925
Q4 2020Renaissance Technologies LLCSell-187,500506,802$10,177
Q3 2020Longleaf PartnersSell-12,494,902325,567$5,385
Q3 2020Renaissance Technologies LLCBuy657,687694,302$11,484
Q1 2020Renaissance Technologies LLCSell-251,18736,615$549
Q4 2019Renaissance Technologies LLCSell-664,500287,802$6,878
Q4 2018Longleaf PartnersBuy3,569,21412,820,469$158,974
Q4 2018Renaissance Technologies LLCBuy911,378952,302$11,809
Q3 2018Longleaf PartnersBuy9,251,2559,251,255$168,188
Q3 2018Renaissance Technologies LLCSell-718,77840,924$744
Q3 2018Appaloosa ManagementBuy399,1162,979,430$54,166
Q2 2018Appaloosa ManagementBuy121,5082,580,314$67,733
Q1 2018Appaloosa ManagementSell-51,5952,458,806$74,453
Q4 2017Renaissance Technologies LLCBuy548,884759,702$23,885
Q4 2017Appaloosa ManagementBuy546,8162,510,401$78,927
Q3 2017Appaloosa ManagementSell-252,5251,963,585$62,894
Q2 2017Renaissance Technologies LLCBuy56,100210,818$6,086
Q2 2017Appaloosa ManagementSell-350,4362,216,110$63,979
Q1 2017Appaloosa ManagementBuy872,0592,566,546$63,419
Q4 2016Renaissance Technologies LLCBuy27,382154,718$3,681
Q4 2016Appaloosa ManagementBuy1,694,4871,694,487$40,312

Frequently asked questions about SUM activity

  • Which institutional owners are buying SUM?

    Institutional owners buying SUM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SUM activity?

    "Buy" means an investor increased their reported position in SUM compared to the prior reporting period. This reflects growing exposure to SUM rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SUM increasing?

    Institutional interest in SUM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.