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Sovos Brands, Inc.

SOVODelisted Mar 12, 2024
Industry
Food and Kindred Products
SEC CIK
0001856608

Sovos Brands, Inc. was delisted on Mar 12, 2024; its insiders filed their last Form 4 on Mar 15, 2024; 157 institutions reported holding it in 13F filings for Q4 2023, worth $2.45B in total; no superinvestor held it.

13F holders, Q3 2022

Institutional positions in Sovos Brands, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
96
+15 vs. Q2 2022
Shares held
92.5M
−301.5K (−0.3%) vs. Q2 2022
Total value
$1.32B
−$155.0M (−10.5%) vs. Q2 2022
New holders
23
49 more added
Sold out
8
19 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SOVO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 96 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 59 institutionsQ4 2021: 84 institutionsQ1 2022: 70 institutionsQ2 2022: 81 institutionsQ3 2022: 96 institutionsQ4 2022: 93 institutionsQ1 2023: 111 institutionsQ2 2023: 134 institutionsQ3 2023: 156 institutionsQ4 2023: 157 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $1.32B
Q1 2021: $0Q2 2021: $0Q3 2021: $1.27BQ4 2021: $1.40BQ1 2022: $1.31BQ2 2022: $1.47BQ3 2022: $1.32BQ4 2022: $1.34BQ1 2023: $1.57BQ2 2023: $1.83BQ3 2023: $2.33BQ4 2023: $2.45BQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SOVO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 2023157$2.45B
Q3 2023156$2.33B
Q2 2023134$1.83B
Q1 2023111$1.57B
Q4 202293$1.34B
Q3 202296$1.32B
Q2 202281$1.47B
Q1 202270$1.31B
Q4 202184$1.40B
Q3 202159$1.27B
Q2 20210$0
Q1 20210$0

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Sovos Brands, Inc.; share changes are against Q2 2022.

Institutions holding SOVO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Advent International Corp53,762,154$765.6M6.81%−9,775,000−15.4%Reduced
Wellington Management Group LLP6,147,852$87.5M0.02%+680,477+12.4%Added
Capital World Investors5,050,900$71.9M0.02%+211,000+4.4%Added
Vanguard Group Inc3,655,688$52.1M0.00%+1,374,382+60.2%Added
BlackRock Inc.2,877,890$41.0M0.00%+594,910+26.1%Added
American Century Companies Inc2,592,229$36.9M0.03%+347,453+15.5%Added
Loomis Sayles & Co L P1,895,765$27.0M0.05%+1,895,765New
FMR LLC1,651,875$23.5M0.00%+488,406+42.0%Added
Schroder Investment Management Group1,600,952$22.8M0.04%+556,472+53.3%Added
Driehaus Capital Management LLC1,299,582$18.5M0.28%−33,269−2.5%Reduced
Champlain Investment Partners, LLC1,105,640$15.7M0.11%+1,105,640New
Millennium Management LLC1,009,822$14.4M0.02%+383,939+61.3%Added
Ranger Investment Management, L.P.849,331$12.1M0.95%+29,605+3.6%Added
Macquarie Group Ltd813,320$11.6M0.01%+404,277+98.8%Added
Geode Capital Management, LLC749,382$10.7M0.00%+210,229+39.0%Added
Clearbridge Investments, LLC704,871$10.0M0.01%−167,096−19.2%Reduced
Lisanti Capital Growth, LLC618,185$8.80M1.18%−79,450−11.4%Reduced
State Street Corp548,539$7.81M0.00%+85,684+18.5%Added
Goldman Sachs Group Inc520,661$7.41M0.00%−15,527−2.9%Reduced
Thornburg Investment Management Inc423,472$6.03M0.11%+95,000+28.9%Added
Citadel Advisors LLC402,893$5.74M0.01%+372,793+1,238.5%Added
Russell Investments Group, Ltd.358,437$5.10M0.01%−52,699−12.8%Reduced
Northern Trust Corp343,902$4.90M0.00%+83,040+31.8%Added
Brookfield Asset Management Inc.285,471$4.07M0.01%+285,471New
Charles Schwab Investment Management Inc280,154$3.99M0.00%+100,933+56.3%Added
Weiss Multi-Strategy Advisers LLC221,145$3.15M0.09%−75,651−25.5%Reduced
New York State Common Retirement Fund207,565$2.96M0.00%+1,876+0.9%Added
Jacobs Levy Equity Management, Inc190,991$2.72M0.02%+190,991New
Victory Capital Management Inc144,190$2.05M0.00%+10,005+7.5%Added
Alberta Investment Management Corp136,616$1.95M0.01%+54,327+66.0%Added
Nuveen Asset Management, LLC124,666$1.77M0.00%+40,279+47.7%Added
Morgan Stanley123,098$1.75M0.00%+105,940+617.4%Added
Renaissance Technologies LLC114,600$1.63M0.00%+13,100+12.9%Added
Bank of New York Mellon Corp113,224$1.61M0.00%+38,145+50.8%Added
Teachers Retirement System of the State of Kentucky99,214$1.41M0.02%+99,214New
D. E. Shaw & Co., Inc.95,036$1.35M0.00%+81,004+577.3%Added
Seven Grand Managers, LLC90,000$1.28M4.40%+90,000New
Susquehanna International Group, LLP80,102$1.14M0.00%+63,224+374.6%Added
Boston Partners76,877$1.09M0.00%+7,830+11.3%Added
Swiss National Bank71,300$1.01M0.00%00.0%Unchanged
Bank of America Corp52,360$746.0K0.00%−16,259−23.7%Reduced
Black Swift Group, LLC50,000$712.0K0.35%00.0%Unchanged
Rhumbline Advisers47,429$675.0K0.00%+12,461+35.6%Added
JPMorgan Chase & Co45,672$650.0K0.00%+21,161+86.3%Added
Stifel Financial Corp44,334$632.0K0.00%00.0%Unchanged
Invesco Ltd.43,824$624.0K0.00%+1,321+3.1%Added
California State Teachers Retirement System41,168$586.0K0.00%+3,133+8.2%Added
Leverage Partners Absolute Return Fund SPC40,000$569.0K0.73%+40,000New
Credit Suisse AG38,465$548.0K0.00%+188+0.5%Added
Public Employees Retirement System of Ohio36,523$520.0K0.00%+36,523New
SEI Investments Co35,248$502.0K0.00%+6,276+21.7%Added
Algert Global LLC34,484$491.0K0.03%+10,994+46.8%Added
Engineers Gate Manager LP33,711$480.0K0.03%+33,711New
Blair William & Co33,386$475.0K0.00%+3,620+12.2%Added
Level Four Advisory Services, LLC28,548$407.0K0.04%+2,558+9.8%Added
Versor Investments LP25,500$363.0K0.02%+25,500New
Boothbay Fund Management, LLC23,972$341.0K0.01%+23,972New
PEAK6 Investments LLC23,842$340.0K0.01%+5,838+32.4%Added
LPL Financial LLC23,700$337.0K0.00%−1,069−4.3%Reduced
MetLife Investment Management21,953$312.6K0.00%+5,034+29.8%Added
Panagora Asset Management Inc21,440$305.0K0.00%+21,440New
UBS Asset Management Americas Inc20,700$294.8K0.00%00.0%Unchanged
Alliancebernstein L.P.19,800$282.0K0.00%−114,175−85.2%Reduced
American International Group, Inc.18,189$259.0K0.00%+4,862+36.5%Added
Patriot Financial Group Insurance Agency, LLC17,500$249.0K0.06%+2,050+13.3%Added
Deutsche Bank AG16,784$239.0K0.00%+1,679+11.1%Added
Walleye Capital LLC15,398$219.0K0.00%+15,398New
Sandia Investment Management LP15,200$216.0K0.03%+15,200New
Ameriprise Financial Inc15,051$214.0K0.00%+15,051New
Commonwealth Equity Services, LLC14,550$207.0K0.00%−3,000−17.1%Reduced
Voya Investment Management LLC14,479$206.2K0.00%+3,697+34.3%Added
Two Sigma Investments, LP13,700$195.0K0.00%+13,700New
Jane Street Group, LLC12,768$182.0K0.00%+12,768New
Manufacturers Life Insurance Company, The12,426$176.9K0.00%−202−1.6%Reduced
The PNC Financial Services Group, Inc.12,391$176.0K0.00%+393+3.3%Added
Legal & General Group Plc12,280$175.0K0.00%+1,813+17.3%Added
Mirae Asset Global Investments Co., Ltd.11,878$169.0K0.00%+11,878New
Barclays PLC11,295$161.0K0.00%−13,492−54.4%Reduced
Cubist Systematic Strategies, LLC10,464$149.0K0.00%+10,464New
M&T Bank Corp10,269$146.0K0.00%−3,690−26.4%Reduced
SG Americas Securities, LLC8,431$120.0K0.00%+8,431New
Zurcher Kantonalbank (Zurich Cantonalbank)8,216$117.0K0.00%+8,216New
Amalgamated Bank5,816$83.0K0.00%+1,578+37.2%Added
Tower Research Capital LLC (TRC)5,567$79.0K0.00%+4,730+565.1%Added
UBS Group AG3,250$46.0K0.00%+700+27.5%Added
Ameritas Investment Partners, Inc.3,004$42.0K0.00%+1,016+51.1%Added
Wells Fargo & Company2,803$40.0K0.00%−632−18.4%Reduced
Metropolitan Life Insurance Co2,489$35.4K0.00%+458+22.6%Added
Citigroup Inc1,327$19.0K0.00%−1,320−49.9%Reduced
Royal Bank of Canada1,201$17.0K0.00%+301+33.4%Added
Advisor Group Holdings, Inc.870$12.0K0.00%−84−8.8%Reduced
Belvedere Trading LLC793$11.0K0.01%+793New
Allspring Global Investments Holdings, LLC619$8.00K0.00%−226,571−99.7%Reduced
Global Retirement Partners, LLC75$1.00K0.00%00.0%Unchanged
Covestor Ltd14$00.00%−2−12.5%Reduced
Parallel Advisors, LLC20$00.00%+20New
Employees Retirement System of Texas0$00.00%−106,000−100.0%Sold out
First Trust Advisors LP0$00.00%−40,929−100.0%Sold out
Fred Alger Management, LLC0$00.00%−23,122−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−14,693−100.0%Sold out