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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, Q1 2023

Institutional positions in Sovos Brands, Inc. as of Mar 31, 2023. 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
111
+18 vs. Q4 2022
Shares held
94.4M
+1.03M (+1.1%) vs. Q4 2022
Total value
$1.57B
+$232.9M (+17.4%) vs. Q4 2022
New holders
31
43 more added
Sold out
13
28 more reduced

Compare with Q4 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 holdersQ1 2023: 111 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 heldQ1 2023: $1.57B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Sovos Brands, Inc.; share changes are against Q4 2022.

Institutions holding SOVO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advent International Corp53,762,154$896.8M10.92%00.0%Unchanged
Wellington Management Group LLP6,209,542$103.6M0.02%−8,590−0.1%Reduced
Capital World Investors5,357,932$89.4M0.02%+60,583+1.1%Added
Vanguard Group Inc3,730,862$62.2M0.00%+36,705+1.0%Added
BlackRock Inc.3,538,473$59.0M0.00%+467,026+15.2%Added
FMR LLC3,125,807$52.1M0.00%+1,262,812+67.8%Added
Champlain Investment Partners, LLC3,011,575$50.2M0.32%+685,765+29.5%Added
Loomis Sayles & Co L P1,874,345$31.3M0.05%+22,979+1.2%Added
Ranger Investment Management, L.P.1,346,185$22.5M1.50%+300,831+28.8%Added
Schroder Investment Management Group1,273,793$21.2M0.03%−340,187−21.1%Reduced
Millennium Management LLC951,621$15.9M0.02%−191,867−16.8%Reduced
American Century Companies Inc835,778$13.9M0.01%−1,114,396−57.1%Reduced
Geode Capital Management, LLC814,815$13.6M0.00%+22,201+2.8%Added
State Street Corp742,372$12.4M0.00%+20,125+2.8%Added
Clearbridge Investments, LLC715,760$11.9M0.01%+15,217+2.2%Added
Driehaus Capital Management LLC664,304$11.1M0.16%−618,416−48.2%Reduced
Russell Investments Group, Ltd.624,717$10.4M0.02%+1,906+0.3%Added
Dimensional Fund Advisors LP588,958$9.82M0.00%+428,179+266.3%Added
Thornburg Investment Management Inc398,918$6.65M0.11%−4,798−1.2%Reduced
Northern Trust Corp339,334$5.66M0.00%+5,032+1.5%Added
Moody Aldrich Partners LLC300,018$5.00M1.01%+300,018New
Charles Schwab Investment Management Inc282,929$4.72M0.00%−4,075−1.4%Reduced
Weiss Multi-Strategy Advisers LLC245,557$4.10M0.10%−108,689−30.7%Reduced
Cercano Management LLC189,800$3.17M0.13%+189,800New
Renaissance Technologies LLC167,900$2.80M0.00%+8,800+5.5%Added
Bank of New York Mellon Corp167,886$2.80M0.00%+17,114+11.4%Added
Marshall Wace, LLP163,410$2.73M0.01%+163,410New
Algert Global LLC140,226$2.34M0.11%+105,012+298.2%Added
PEAK6 Investments LLC133,360$2.22M0.14%+133,360New
Boston Partners131,522$2.19M0.00%−9,612−6.8%Reduced
Teachers Retirement System of the State of Kentucky129,357$2.16M0.02%+2,511+2.0%Added
Goldman Sachs Group Inc94,241$1.57M0.00%−9,446−9.1%Reduced
Nuveen Asset Management, LLC86,425$1.44M0.00%−37,706−30.4%Reduced
Morgan Stanley81,776$1.36M0.00%+40,313+97.2%Added
Susquehanna International Group, LLP81,375$1.36M0.00%+46,966+136.5%Added
D. E. Shaw & Co., Inc.77,402$1.29M0.00%+4,004+5.5%Added
Blair William & Co77,269$1.29M0.01%+2,219+3.0%Added
First Trust Advisors LP76,281$1.27M0.00%−49,590−39.4%Reduced
Bank of America Corp74,820$1.25M0.00%−4,138−5.2%Reduced
Trexquant Investment LP72,878$1.22M0.03%+72,878New
Cornercap Investment Counsel Inc72,465$1.21M0.21%+2,055+2.9%Added
Simplex Trading, LLC71,419$1.19M0.05%+71,419New
JPMorgan Chase & Co70,492$1.18M0.00%+18,852+36.5%Added
EAM Investors, LLC68,476$1.14M0.22%+68,476New
Swiss National Bank65,400$1.09M0.00%−7,700−10.5%Reduced
SEI Investments Co64,096$1.07M0.00%+33,951+112.6%Added
Stifel Financial Corp60,086$1.00M0.00%+16,352+37.4%Added
US Bancorp59,519$992.8K0.00%+59,519New
Invesco Ltd.55,643$928.1K0.00%+13,063+30.7%Added
Wesbanco Bank Inc54,313$906.0K0.04%+21,919+67.7%Added
Rhumbline Advisers52,848$882.0K0.00%+3,893+8.0%Added
Martingale Asset Management L P49,924$832.7K0.02%+3,730+8.1%Added
Barclays PLC49,167$820.1K0.00%+21,453+77.4%Added
Penserra Capital Management LLC48,330$806.0K0.02%+48,330New
California State Teachers Retirement System40,852$681.4K0.00%−724−1.7%Reduced
Hunter Associates Investment Management LLC40,480$677.0K0.14%+40,480New
Glenmede Trust Co NA38,870$648.4K0.00%+38,870New
Credit Suisse AG35,818$597.4K0.00%+2,949+9.0%Added
PDT Partners, LLC35,424$590.9K0.08%+35,424New
Two Sigma Investments, LP35,200$587.1K0.00%+35,200New
Citadel Advisors LLC32,027$534.2K0.00%+32,027New
Ergoteles LLC25,097$418.6K0.02%+25,097New
Alliancebernstein L.P.24,900$415.3K0.00%−2,300−8.5%Reduced
Deutsche Bank AG24,599$410.3K0.00%+7,559+44.4%Added
Mariner, LLC23,042$384.0K0.00%+23,042New
Envestnet Asset Management Inc22,352$372.8K0.00%+22,352New
UBS Asset Management Americas Inc22,169$369.8K0.00%−20,700−48.3%Reduced
MetLife Investment Management21,953$366.2K0.00%00.0%Unchanged
Jane Street Group, LLC21,170$353.1K0.00%+21,170New
LPL Financial LLC20,374$339.8K0.00%−2,392−10.5%Reduced
Ameritas Advisory Services, LLC19,478$325.2K0.02%+19,478New
Mirae Asset Global Investments Co., Ltd.18,538$309.2K0.00%00.0%Unchanged
New York State Common Retirement Fund18,524$309.0K0.00%−136,544−88.1%Reduced
American International Group, Inc.18,491$308.4K0.00%+368+2.0%Added
HSBC Holdings PLC17,907$298.9K0.00%+3,999+28.8%Added
Diversified Trust Co17,814$297.1K0.01%+4,325+32.1%Added
Brinker Capital Investments, LLC17,782$296.6K0.00%+17,782New
Orion Portfolio Solutions, LLC17,782$296.6K0.00%+17,782New
Patriot Financial Group Insurance Agency, LLC16,350$272.7K0.06%−1,250−7.1%Reduced
Manufacturers Life Insurance Company, The16,008$267.0K0.00%+84+0.5%Added
Prelude Capital Management, LLC15,935$265.8K0.02%+15,935New
SG Americas Securities, LLC15,593$260.0K0.00%+15,593New
Graham Capital Management, L.P.15,578$259.8K0.01%+15,578New
AQR Capital Management LLC15,156$252.8K0.00%+15,156New
Voya Investment Management LLC14,317$238.8K0.00%00.0%Unchanged
Janus Henderson Group PLC14,135$235.6K0.00%+14,135New
Legal & General Group Plc12,964$216.2K0.00%+684+5.6%Added
The PNC Financial Services Group, Inc.12,328$205.6K0.00%+342+2.9%Added
Keebeck Alpha, LP11,819$197.1K0.23%+11,819New
Prudential Financial Inc11,444$190.9K0.00%+11,444New
Verition Fund Management LLC10,667$177.9K0.00%+10,667New
Prudent Man Advisors, LLC10,270$171.0K0.07%00.0%Unchanged
M&T Bank Corp10,234$170.5K0.00%−780−7.1%Reduced
Gabelli Funds LLC10,000$166.8K0.00%+10,000New
Wells Fargo & Company9,256$154.4K0.00%+7,008+311.7%Added
Sandia Investment Management LP7,500$125.1K0.02%−4,500−37.5%Reduced
Aquatic Capital Management LLC5,900$98.0K0.01%+5,900New
Zurcher Kantonalbank (Zurich Cantonalbank)5,369$89.6K0.00%−2,261−29.6%Reduced
Amalgamated Bank4,970$83.0K0.00%−846−14.5%Reduced
Ameritas Investment Partners, Inc.3,004$50.1K0.00%00.0%Unchanged