SUZANO S A SUZ
SPON ADS · ADR · CUSIP 86959K105
Brazilian paper and pulp producer
- SectorMaterials
- IndustryPaper Mills
- HeadquartersSalvador, Brazil
- Founded1924
- Websitesuzano.com.br
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($193.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.70. Options: 3 managers hold calls ($3.3k notional), 3 hold puts ($16.9k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 95 |
| Q4 2022 | 103 |
| Q1 2023 | 97 |
| Q2 2023 | 106 |
| Q3 2023 | 108 |
| Q4 2023 | 121 |
| Q1 2024 | 128 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 58 | 33 |
| Q1 2023 | 44 | 55 |
| Q2 2023 | 56 | 48 |
| Q3 2023 | 53 | 45 |
| Q4 2023 | 61 | 37 |
| Q1 2024 | 61 | 54 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $8.3k | $0 | 0.00 |
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $0 | $13.6k | — |
| Q1 2024 | $3.3k | $16.9k | 5.17 |
Biggest buyers
| Atlas FRM LLC | Added | +4.7m |
| MILLENNIUM MANAGEMENT LLC | Added | +4.1m |
| MORGAN STANLEY | Added | +2.8m |
| Wealth High Governance Capital Ltda | Added | +1.3m |
| Moran Wealth Management, LLC | Added | +390.6k |
| CITADEL ADVISORS LLC | Added | +271.6k |
| JANUS HENDERSON GROUP PLC | Added | +198.1k |
| NORTHERN TRUST CORP | Added | +155.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +145.4k |
| PRINCIPAL FINANCIAL GROUP INC | New | +128.3k |
Biggest sellers
| PLATINUM INVESTMENT MANAGEMENT LTD | Reduced | -2.8m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.6m |
| Kapitalo Investimentos Ltda | Sold out | -761.0k |
| STATE STREET CORP | Reduced | -543.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -516.6k |
| BW Gestao de Investimentos Ltda. | Reduced | -412.0k |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -235.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -178.9k |
| FIRST TRUST ADVISORS LP | Reduced | -142.2k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -124.3k |
Biggest calls
| SIMPLEX TRADING, LLC | New | $2.0k200 shares |
| CITADEL ADVISORS LLC | New | $1.3k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $8.9k700 shares |
| SIMPLEX TRADING, LLC | New | $8.0k700 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Suzano Holding S.A.
13D · may seek influence
new · filed 2026-08-24
Stated purposeItem 6 of this Schedule 13D is hereby incorporated herein by reference. The Fanny Parties and SH entered into a shareholders' agreement, effective as of August 20, 2026 (the "Fanny Parties Shareholders' Agreement") regulating, among other provisions, the gradual replacement of shares held by the Fanny Parties in the share capital of SH with Shares issued by the Issuer held by SH, proportionately to the Fanny Parties' shareholding in SH, resulting in the exit of the Fanny Parties from the share capital of SH. Such replacement is to be carried out over a period of 20 years through reductions in SH's capital with the cancellation of SH-issued shares held by the Fanny Parties, and delivery by SH to the Fanny Parties, at book value, of Shares issued by the Issuer held by SH (the "SH Corporate… Full filing |
45.7% |
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 12.30% of their portfolio | 7.1m $91.0m | Added +4.7m |
| MORGAN STANLEY 0.00% of their portfolio | 4.6m $58.5m | Added +2.8m |
| STATE STREET CORP 0.00% of their portfolio | 4.4m $56.3m | Reduced -543.6k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 4.1m $52.9m | Added +4.1m |
| Itau Unibanco Holding S.A. 0.88% of their portfolio | 1.6m $20.6m | Reduced -115.6k |
| Wealth High Governance Capital Ltda 4.00% of their portfolio | 1.4m $17.9m | Added +1.3m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.1m $13.9m | Added +56.2k |
| BlackRock Inc. 0.00% of their portfolio | 873.6k $11.2m | Added +36.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 805.9k $10.3m | Added +155.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 784.9k $10.0m | Added +39.3k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 779.4k $9.9m | Unchanged |
| Moran Wealth Management, LLC 0.30% of their portfolio | 721.6k $9.2m | Added +390.6k |
| Perpetual Ltd 0.09% of their portfolio | 717.3k $9.2m | Reduced -103.1k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 714.7k $6.4m | Reduced -235.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 648.0k $8.3m | Added +198.1k |
| Ramirez Asset Management, Inc. 1.50% of their portfolio | 581.4k $7.4m | Reduced -59.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 565.5k $7.2m | Reduced -142.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 546.9k $7.0m | Reduced -178.9k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 487.2k $6.2m | Reduced -124.3k |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 0.98% of their portfolio | 450.0k $5.8m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 345.3k $4.4m | Added +271.6k |
| Naman Capital Ltda 1.72% of their portfolio | 344.5k $4.4m | Unchanged |
| ANTIPODES PARTNERS Ltd 0.12% of their portfolio | 299.8k $3.8m | Reduced -17.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 255.8k $3.3m | Reduced -516.6k |
| Invesco Ltd. 0.00% of their portfolio | 235.6k $3.0m | Reduced -14.7k |
| Waterfront Wealth Inc. 0.74% of their portfolio | 226.0k $2.7m | Added +29.0k |
| BW Gestao de Investimentos Ltda. 0.24% of their portfolio | 206.5k $2.6m | Reduced -412.0k |
| CITIGROUP INC 0.00% of their portfolio | 194.1k $2.5m | Added +952 |
| BTG Pactual Global Asset Management Ltd 0.74% of their portfolio | 182.1k $2.3m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 174.4k $2.2m | Added +3.5k |
| PINEBRIDGE INVESTMENTS, L.P. 0.02% of their portfolio | 167.5k $2.1m | Reduced -1.7k |
| Optiver Holding B.V. 0.08% of their portfolio | 155.6k $2.0m | Reduced -65.1k |
| SPX Gestao de Recursos Ltda 0.16% of their portfolio | 145.9k $1.9m | Added +86.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 145.4k $1.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 135.2k $1.7m | Reduced -1.6m |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 128.3k $1.6m | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 127.1k $1.6m | Added +89.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 124.9k $1.6m | Reduced -31.4k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 121.7k $1.6m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 121.4k $1.6m | Reduced -78.3k |
| BRANDES INVESTMENT PARTNERS, LP 0.02% of their portfolio | 119.4k $1.5m | Reduced -2.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 112.9k $1.4m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 104.5k $1.3m | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.10% of their portfolio | 101.6k $1.3m | Reduced -49.9k |
| GRACE & WHITE INC /NY 0.20% of their portfolio | 85.5k $1.1m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 83.0k $1.1m | Reduced -529 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 81.7k $1.0m | Added +81.6k |
| Metis Global Partners, LLC 0.04% of their portfolio | 79.8k $1.0m | Added +4.6k |
| LPL Financial LLC 0.00% of their portfolio | 70.4k $900.2k | Reduced -658 |
| RITHOLTZ WEALTH MANAGEMENT 0.03% of their portfolio | 63.4k $810.4k | Reduced -6.3k |
| Capital Wealth Planning, LLC 0.01% of their portfolio | 62.3k $796.2k | New |
| Penserra Capital Management LLC 0.01% of their portfolio | 62.3k $796.0k | New |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 61.4k $784.1k | Added +18.8k |
| VPR Management LLC 0.21% of their portfolio | 58.8k $751.9k | Unchanged |
| AXQ CAPITAL, LP 0.17% of their portfolio | 55.4k $708.0k | Added +41.2k |
| Legal & General Group Plc 0.00% of their portfolio | 55.1k $704.2k | Unchanged |
| Creative Planning 0.00% of their portfolio | 45.1k $575.9k | Added +3.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 44.2k $565.0k | Reduced -2.7k |
| Concurrent Investment Advisors, LLC 0.02% of their portfolio | 44.1k $563.3k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 42.8k $547.4k | Reduced -19.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 42.5k $543.7k | Added +8.8k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 42.3k $541.0k | New |
| Crossmark Global Holdings, Inc. 0.01% of their portfolio | 39.6k $506.0k | Reduced -4.7k |
| XTX Topco Ltd 0.06% of their portfolio | 37.0k $473.0k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 35.5k $453.9k | Reduced -8.2k |
| PROFUND ADVISORS LLC 0.02% of their portfolio | 32.4k $414.7k | Reduced -7.2k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 31.9k $407.9k | Reduced -4.9k |
| Aquatic Capital Management LLC 0.01% of their portfolio | 30.5k $389.8k | Reduced -13.1k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.02% of their portfolio | 29.3k $374.7k | Reduced -2.8m |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 26.0k $332.7k | Added +656 |
| Laird Norton Wetherby Wealth Management, LLC 0.02% of their portfolio | 25.2k $321.5k | Added +108 |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 22.8k $290.8k | Unchanged |
| QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio | 22.5k $287.4k | Added +7.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.3k $259.6k | Added +977 |
| QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio | 19.9k $254.9k | Added +3.7k |
| Knights of Columbus Asset Advisors LLC 0.02% of their portfolio | 18.1k $231.2k | Added +196 |
| Cullen Capital Management, LLC 0.00% of their portfolio | 16.5k $210.4k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 15.1k $193.3k | Reduced -46.6k |
| Compound Planning, Inc. 0.02% of their portfolio | 15.1k $192.5k | Reduced -480 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 14.3k $183.4k | New |
| Compagnie Lombard Odier SCmA 0.00% of their portfolio | 13.7k $175.7k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 13.5k $173.1k | Reduced -17.8k |
| Cerity Partners LLC 0.00% of their portfolio | 13.3k $170.4k | Added +1.7k |
| ATLAS CAPITAL ADVISORS INC. 0.03% of their portfolio | 13.3k $170.3k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 12.9k $165.2k | Added +2.2k |
| First Trust Direct Indexing L.P. 0.01% of their portfolio | 12.9k $164.5k | Reduced -7.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 12.4k $158.7k | Reduced -22.9k |
| Ballentine Partners, LLC 0.00% of their portfolio | 12.1k $154.1k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 12.0k $153.1k | Reduced -980 |
| Quantinno Capital Management LP 0.00% of their portfolio | 11.6k $148.0k | New |
| Banco Santander, S.A. 0.00% of their portfolio | 10.6k $135.6k | Reduced -1.1k |
| US BANCORP \DE\ 0.00% of their portfolio | 9.0k $115.6k | Added +36 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 8.6k $110.4k | Reduced -160 |
| Quantbot Technologies LP 0.01% of their portfolio | 7.5k $96.2k | New |
| FMR LLC 0.00% of their portfolio | 6.4k $82.1k | Added +480 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 5.9k $74.8k | Added +196 |
| Parallel Advisors, LLC 0.00% of their portfolio | 5.1k $65.1k | Added +2.0k |
| Mondrian Investment Partners LTD 0.00% of their portfolio | 4.7k $59.5k | Reduced -9.8k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 3.9k $44.9k | Reduced -2.5k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 3.0k $33.7k | Reduced -55 |