Suzano S A (SUZ) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Suzano S A (SUZ) following the 2026 Q2 hedge fund 13F filings?

As of today, SUZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SUZ gained +3.0% vs +3.4% 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)

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

Smart Money Signals — SUZ

Based on 142 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added SUZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

142 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 — +5% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 67% buying

103 buying51 selling

Last quarter: 103 funds were net buyers (37 opened a brand new position + 66 added to an existing one). Only 51 were sellers (27 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter

Funds opening a new SUZ position: 19 → 17 → 20 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 23% new

73 out of 142 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.

🚀

Acceleration phase — new buyers rushing in

27 → 19 → 17 → 20 → 37 new funds/Q

New funds entering each quarter: 19 → 17 → 20 → 37. 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 — 65% veterans vs 25% newcomers

■ 65% veterans ■ 10% 1-2yr ■ 25% new

Entry-cohort mix of 148 holders: 96 (65%) are 2+ year veterans, 15 entered 1–2 years ago, and 37 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

36 of 142 holders are among the 100 largest funds by AUM, controlling 54% 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.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	140	129	8.53%
13F Shares	74M	64M	14.97%
Total Value	$736M	$595M	23.58%
New Positions	36	20	+16
Increased Positions	66	51	+15
Closed Positions	25	16	+9
Reduced Positions	23	39	-16
Total Calls	2	2	-
Total Puts	4	1	300.0%
PUT/CALL Ratio	2.0	0.5	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

140

129

8.53%

13F Shares

74M

64M

14.97%

Total Value

$736M

$595M

23.58%

New Positions

+16

Increased Positions

+15

Closed Positions

Reduced Positions

-16

Total Calls

Total Puts

300.0%

PUT/CALL Ratio

2.0

0.5

Bearish

Institutional Holders (2026 Q2)

140 + 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 Q2 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atlas FRM LLC	8.08%	24,320,000	$188.7M
2	Naman Capital Ltda	0.83%	344,547	$2.7M
3	Ramirez Asset Management, Inc.	0.76%	939,488	$7.3M
4	Seafarer Capital Partners, LLC	0.72%	400,000	$3.1M
5	Waterfront Wealth Inc.	0.64%	508,800	$4.1M
6	Compass Rose Asset Management, LP	0.37%	1,715,000	$13.3M
7	EntryPoint Capital, LLC	0.12%	17,719	$182K
8	Grace & White Inc /Ny	0.10%	79,774	$619K
9	R Squared Ltd	0.08%	18,857	$146K
10	Metis Global Partners, LLC	0.07%	419,281	$3.3M
11	Arkfeld Wealth Strategies, L.L.C.	0.06%	23,271	$186K
12	SmartHarvest Portfolios, LLC	0.05%	19,284	$150K
13	SPX Gestao de Recursos Ltda	0.03%	37,621	$292K
14	Campbell & CO Investment Adviser LLC	0.02%	52,890	$410K
15	Moody National Bank Trust Division	0.02%	33,314	$259K
16	Caitong International Asset Management Co., Ltd	0.01%	12,178	$95K
17	Deutsche Bank Ag\	0.01%	5,510,920	$42.8M
18	ANTIPODES PARTNERS Ltd	0.01%	70,035	$543K
19	American Century Companies Inc	0.01%	2,528,457	$19.6M
20	Renaissance Technologies LLC	0.01%	678,300	$5.3M
21	Quantbot Technologies LP	0.01%	18,742	$145K
22	Grantham, Mayo, Van Otterloo & Co. LLC	0.01%	323,423	$2.5M
23	Atlas Capital Advisors INC.	0.01%	4,712	$47K
24	UBS Group AG	0.01%	5,282,931	$41.0M
25	Profund Advisors LLC	0.00%	22,410	$174K

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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SUZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SUZ?

More buyers than sellers — 67% buying: Last quarter: 103 funds were net buyers (37 opened a brand new position + 66 added to an existing one). Only 51 were sellers (27 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SUZ holders?

Elite ownership — 54% AUM from top-100 funds: 36 of 142 holders are among the 100 largest funds by AUM, controlling 54% 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?

51% of holders stayed for 2+ years: 73 out of 142 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 Q2 hedge fund 13F filings?

As of today, SUZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SUZ has gained +3.0% vs +3.4% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Suzano S A (SUZ)

Smart Money Signals — SUZ

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +5% more funds vs a year ago

More buyers than sellers — 67% buying

More new buyers each quarter (+17 vs last Q)

51% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 65% veterans vs 25% newcomers

Elite ownership — 54% 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 Q2)

Frequently Asked Questions — Suzano S A (SUZ)

Welcome to 13Foresight!