SunOpta

STKL • NASDAQ

SunOpta is a packaged foods company in the consumer defensive sector on NASDAQ, led by Joseph D. Ennen, with a market cap of $449.2M. As of Q3 2025, 83% of shares are held by 201 institutional investors, with OAKTREE CAPITAL MANAGEMENT LP as the largest holder at 17.54%.

Chief Executive OfficerJoseph D. Ennen

Market Cap$449.2M

Packaged Foods

Consumer Defensive

Employees1.2K

Websitesunopta.com

Country

United States of America

Overview

Overview of institutional ownership in STKL as of Q3 2025 with a market cap of $692.6M

All Institutions

Institutions: 201
Value Held: $577.5M
Shares Held: 98.6M
Avg Position: $2.9M
Median Position: $293.7K

Hedge Funds

Hedge Funds: 33
Value Held: $178.6M
Shares Held: 30.5M
Avg Position: $5.4M
Median Position: $744.5K

Ownership Breakdown

Institutional (non-HF)

57.6%

$399.0M

Hedge Funds

25.78%

$178.6M

Retail & Other

16.61%

$115.0M

Based on market cap of $692.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in STKL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy	Armen Ryan Panossian CEO	$121.4M 2.57% of portfolio	17.54% 20.7M shares	Q1 2017 Held for 8y 8m	$4.7B
B BlackRock, Inc. Institution	-	$48.1M 0.00% of portfolio	6.95% 8.2M shares	Q4 2015 Held for 9y 11m	$5.67T
C COOPERMAN LEON G Institution	-	$39.1M 1.22% of portfolio	5.64% 6.7M shares	Q3 2019 Held for 6y 2m	$3.2B
Rockefeller Capital Management L.P. Long Only Manager	Gregory James Fleming CEO	$28.3M 0.06% of portfolio	4.09% 4.8M shares	Q3 2021 Held for 4y 2m	$49.6B
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	Cory Lawrence Martin CEO	$26.9M 0.09% of portfolio	3.88% 4.6M shares	Q3 2018 Held for 7y 2m	$31.4B
N NOMURA HOLDINGS INC Institution	-	$23.3M 0.13% of portfolio	3.36% 4.0M shares	Q3 2020 Held for 5y 2m	$18.4B
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	Jane Moran White CEO	$16.0M 0.65% of portfolio	2.31% 2.7M shares	Q3 2023 Held for 2y 2m	$2.4B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$13.8M 0.00% of portfolio	1.99% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$13.3M 0.00% of portfolio	1.92% 2.3M shares	Q4 2020 Held for 4y 11m	$6.69T
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager	Mark Joseph Zinkula CEO	$12.2M 0.16% of portfolio	1.77% 2.1M shares	Q4 2020 Held for 4y 11m	$7.6B

Net Capital Flow

Institutional buying and selling activity for STKL in Q3 2025

Traded: −$13.8M
Buyers: 93
Sellers: 89
Total Bought: +$27.7M
Total Sold: −$41.4M
Avg Position: $2.5M

Biggest Buyers

Institution	Net Bought	Current Position
C CastleKnight Management LP Hedge Fund•Event Driven	+$6.3M +1.1M shares	$11.1M 1.9M shares
Marshall Wace LLP Institution	+$2.0M +341.3K shares	$6.8M 1.2M shares
D D. E. Shaw & Co., Inc. Institution	+$1.8M +301.2K shares	$2.3M 386.9K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$1.6M +267.7K shares	$1.9M 318.7K shares
N Nuveen, LLC Institution	+$1.4M +230.4K shares	$3.4M 587.2K shares
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager	+$1.3M +230.2K shares	$12.2M 2.1M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$990.7K +169.1K shares	$2.3M 394.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$949.5K +162.0K shares	$949.5K 162.0K shares
C COOPERMAN LEON G Institution	+$937.9K +160.1K shares	$39.1M 6.7M shares
C CI Private Wealth, LLC RIA/Wealth	+$788.1K +134.5K shares	$851.4K 145.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$7.4M −1.3M shares	$3.4M 577.4K shares
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	−$5.4M −917.8K shares	$16.0M 2.7M shares
Woodline Partners LP Hedge Fund•Long/Short	−$4.1M −708.1K shares	$5.9M 1.0M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$3.9M −665.9K shares	$744.5K 127.0K shares
C Cubist Systematic Strategies, LLC Institution	−$2.8M −479.1K shares	$1.2M 212.3K shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	−$1.6M −271.8K shares	$26.9M 4.6M shares
B BlackRock, Inc. Institution	−$1.4M −240.0K shares	$48.1M 8.2M shares
R ROYCE & ASSOCIATES LLC Institution	−$1.2M −204.5K shares	$7.5M 1.3M shares
UBS Group AG Institution	−$1.1M −187.5K shares	$312.5K 53.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.0M −178.4K shares	$1.2M 206.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited STKL in Q3 2025

New Positions: 7
New Value: $274.0K
Exited Positions: 25
Exited Value: $4.2M

New Positions

Institution	Position Value
GWN SECURITIES INC. RIA/Wealth	$157.9K 26.9K shares
B Brevan Howard Capital Management LP Institution	$81.3K 13.9K shares
S State of Alaska, Department of Revenue Institution	$26.0K 4.4K shares
JPL Wealth Management, LLC RIA/Wealth	$7.3K 1.2K shares
SRS Capital Advisors, Inc. RIA/Wealth	$1.3K 218.0 shares
Hartland & Co., LLC RIA/Wealth	$235.0 40.0 shares
S SBI Securities Co., Ltd. Institution	$12.0 2.0 shares

Exited Positions

Institution	Previous Position
P PICTON MAHONEY ASSET MANAGEMENT Institution	$703.2K 121.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$539.2K 93.0K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$446.9K 77.0K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$437.5K 75.4K shares
X XTX Topco Ltd Institution	$435.4K 75.1K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$401.3K 69.4K shares
Fortis Group Advisors, LLC RIA/Wealth	$230.8K 39.6K shares
B Bayesian Capital Management, LP Hedge Fund•Quant	$163.0K 28.1K shares
T Teza Capital Management LLC Hedge Fund•Quant	$141.3K 24.4K shares
O OXFORD ASSET MANAGEMENT Institution	$109.4K 18.9K shares

Options Activity

Institutions with the largest Call and Put options positions in STKL as of Q3 2025

Call Positions: 3
Call Value: $700.0K
Put Positions: 2
Put Value: $97.9K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$549.1K 937.0 contracts
W WOLVERINE TRADING, LLC Institution	$82.3K 141.0 contracts
S SIG North Trading, ULC Institution	$68.6K 117.0 contracts

Put Positions

Institution	Position Value
S SIG North Trading, ULC Institution	$97.9K 167.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with STKL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE Institution	-	7.84% $4.4M	0.63% 750.0K shares	Q2 2025 Held for 5 months	$56.1M
WYNNEFIELD CAPITAL INC Hedge Fund•Value	Joshua Haim Landes President	6.96% $11.6M	1.67% 2.0M shares	Q2 2021 Held for 4y 5m	$166.4M
ZAZOVE ASSOCIATES LLC Hedge Fund•Multi-Strategy	Gene Thomas Pretti CEO	2.82% $1.4M	0.20% 240.0K shares	Q4 2022 Held for 2y 11m	$49.9M
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy	Armen Ryan Panossian CEO	2.57% $121.4M	17.54% 20.7M shares	Q1 2017 Held for 8y 8m	$4.7B
Walnut Level Capital LLC Hedge Fund•Sector	Charles William Antrim CIO	1.34% $1.9M	0.27% 325.0K shares	Q4 2023 Held for 1y 11m	$141.9M
C COOPERMAN LEON G Institution	-	1.22% $39.1M	5.64% 6.7M shares	Q3 2019 Held for 6y 2m	$3.2B
ARDSLEY ADVISORY PARTNERS Hedge Fund•Long/Short	Steven Nicholas Napoli CFO	0.93% $6.0M	0.86% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$641.4M
Riverwater Partners LLC RIA/Wealth	Adam Jonathan Peck CIO	0.71% $1.7M	0.25% 290.1K shares	Q1 2025 Held for 8 months	$240.9M
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	Jane Moran White CEO	0.65% $16.0M	2.31% 2.7M shares	Q3 2023 Held for 2y 2m	$2.4B
ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager	Nancy Beth Prial CEO	0.62% $4.1M	0.59% 695.2K shares	Q2 2014 Held for 11y 5m	$652.5M

Hedge Fund Spotlight

Discover hedge funds investing in STKL

ALGERT COLDIRON INVESTORS LLC

Hedge Fund • Quant

Portfolio ManagerRyan Zentner Lafond

Portfolio Value: $6.0B
Positions: 1,110
Last Reported: Q3 2025

Sector Allocation

Position in SunOpta

Market Value: $1.9M
Shares Held: 318.7K
Portfolio Weight: 0.03%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Nextpower Inc. NXT	Solar Energy	$40.8M	0.68%
2 Mueller Industries MLI	Manufacturing - Metal Fabrication Industrials	$38.9M	0.65%
3 Credo Technology Group Holding Ltd CRDO	Communication Equipment Technology	$38.7M	0.64%