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 ($91.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.24. Options: 4 managers hold calls ($34.9k notional), 6 hold puts ($853.9k).
Trends to Q2 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 |
| Q2 2024 | 127 |
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 |
| Q2 2024 | 57 | 72 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $0 | $13.6k | — |
| Q1 2024 | $3.3k | $16.9k | 5.17 |
| Q2 2024 | $34.9k | $853.9k | 24.49 |
Biggest buyers
| Atlas FRM LLC | Added | +5.2m |
| Kapitalo Investimentos Ltda | New | +1.4m |
| UBS Group AG | Added | +938.0k |
| MARSHALL WACE, LLP | New | +906.5k |
| Sagil Capital LLP | New | +615.7k |
| Absolute Gestao de Investimentos Ltda. | New | +273.2k |
| Pictet Asset Management Holding SA | New | +257.8k |
| Balyasny Asset Management L.P. | New | +223.2k |
| BANK OF AMERICA CORP /DE/ | Added | +216.1k |
| JANE STREET GROUP, LLC | Added | +200.3k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.5m |
| MORGAN STANLEY | Reduced | -3.2m |
| Wealth High Governance Capital Ltda | Reduced | -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -1.1m |
| Itau Unibanco Holding S.A. | Reduced | -973.1k |
| Moran Wealth Management, LLC | Sold out | -721.6k |
| JANUS HENDERSON GROUP PLC | Sold out | -648.0k |
| FIRST TRUST ADVISORS LP | Sold out | -565.5k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -487.2k |
| STATE STREET CORP | Reduced | -379.4k |
Biggest calls
| JPMORGAN CHASE & CO | New | $28.8k2.8k shares |
| CITADEL ADVISORS LLC | Added | $4.1k400 shares |
| SIMPLEX TRADING, LLC | Unchanged | $2.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $375.9k36.6k shares |
| DRW Securities, LLC | New | $347.1k33.8k shares |
| HARVEST MANAGEMENT LLC | New | $102.7k10.0k shares |
| SIMPLEX TRADING, LLC | Added | $22.0k2.2k shares |
| CITADEL ADVISORS LLC | Reduced | $6.2k600 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 Q2 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 Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Atlas FRM LLC 16.77% of their portfolio | 12.3m $126.5m | Added +5.2m |
| STATE STREET CORP 0.00% of their portfolio | 4.0m $41.4m | Reduced -379.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $14.4m | Reduced -3.2m |
| Kapitalo Investimentos Ltda 4.31% of their portfolio | 1.4m $14.4m | New |
| UBS Group AG 0.00% of their portfolio | 953.2k $9.8m | Added +938.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 926.3k $9.5m | Added +120.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 906.5k $9.3m | New |
| BlackRock Inc. 0.00% of their portfolio | 793.4k $8.1m | Reduced -80.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 785.3k $8.1m | Added +407 |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 778.9k $8.1m | Reduced -526 |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 704.8k $6.2m | Reduced -9.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 658.9k $6.8m | Reduced -3.5m |
| Itau Unibanco Holding S.A. 0.27% of their portfolio | 651.0k $6.7m | Reduced -973.1k |
| Sagil Capital LLP 5.55% of their portfolio | 615.7k $6.3m | New |
| Perpetual Ltd 0.07% of their portfolio | 597.3k $6.1m | Reduced -120.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 556.1k $5.7m | Added +9.2k |
| Ramirez Asset Management, Inc. 1.15% of their portfolio | 548.8k $5.6m | Reduced -32.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 482.6k $5.0m | Added +137.3k |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 0.82% of their portfolio | 450.0k $4.6m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 351.3k $3.6m | Added +216.1k |
| Naman Capital Ltda 1.50% of their portfolio | 344.5k $3.5m | Unchanged |
| Wealth High Governance Capital Ltda 0.76% of their portfolio | 300.0k $3.1m | Reduced -1.1m |
| Waterfront Wealth Inc. 0.78% of their portfolio | 278.3k $2.9m | Added +52.3k |
| Absolute Gestao de Investimentos Ltda. 1.46% of their portfolio | 273.2k $2.8m | New |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 257.8k $2.6m | New |
| Allianz Asset Management GmbH 0.00% of their portfolio | 226.5k $2.3m | Added +104.8k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 223.2k $2.3m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 212.7k $2.2m | Added +200.3k |
| CITIGROUP INC 0.00% of their portfolio | 194.1k $2.0m | Added +24 |
| BTG Pactual Asset Management US LLC 0.47% of their portfolio | 182.7k $1.9m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 157.7k $1.6m | Reduced -16.8k |
| Slotnik Capital, LLC 0.79% of their portfolio | 150.0k $1.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 147.9k $1.5m | Added +105.0k |
| ANTIPODES PARTNERS Ltd 0.05% of their portfolio | 143.1k $1.5m | Reduced -156.7k |
| SPX Gestao de Recursos Ltda 0.22% of their portfolio | 141.9k $1.5m | Reduced -4.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 122.0k $1.3m | Reduced -6.3k |
| Arkfeld Wealth Strategies, L.L.C. 0.56% of their portfolio | 112.1k $1.1m | New |
| BRANDES INVESTMENT PARTNERS, LP 0.01% of their portfolio | 107.9k $1.1m | Reduced -11.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 104.5k $1.1m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 102.4k $1.1m | Reduced -24.7k |
| PINEBRIDGE INVESTMENTS, L.P. 0.01% of their portfolio | 102.4k $1.1m | Reduced -65.1k |
| Metis Global Partners, LLC 0.03% of their portfolio | 91.1k $936.1k | Added +11.4k |
| GRACE & WHITE INC /NY 0.16% of their portfolio | 85.5k $877.8k | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 73.9k $758.5k | Reduced -27.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 73.6k $756.0k | Reduced -8.1k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 73.5k $755.1k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 71.3k $732.4k | Reduced -53.6k |
| DELTEC ASSET MANAGEMENT LLC 0.13% of their portfolio | 65.7k $674.7k | New |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 65.3k $670.3k | Added +3.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 64.9k $666.2k | Reduced -18.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 64.0k $657.3k | Reduced -48.9k |
| VPR Management LLC 0.23% of their portfolio | 58.8k $604.2k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 55.1k $565.8k | Unchanged |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 53.4k $548.0k | Added +11.1k |
| Optiver Holding B.V. 0.01% of their portfolio | 53.2k $546.4k | Reduced -102.3k |
| XTX Topco Ltd 0.05% of their portfolio | 52.5k $539.7k | Added +15.5k |
| Creative Planning 0.00% of their portfolio | 47.2k $484.7k | Added +2.1k |
| BW Gestao de Investimentos Ltda. 0.06% of their portfolio | 46.5k $477.5k | Reduced -160.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 44.4k $456.0k | Added +189 |
| Investidor Profissional Gestao de Recursos Ltda. 0.40% of their portfolio | 44.0k $451.4k | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 43.2k $443.0k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 42.7k $438.7k | Added +172 |
| Quantbot Technologies LP 0.02% of their portfolio | 40.6k $416.7k | Added +33.0k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 37.1k $380.9k | Reduced -26.3k |
| Crossmark Global Holdings, Inc. 0.01% of their portfolio | 34.0k $350.0k | Reduced -5.5k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.01% of their portfolio | 33.6k $345.4k | Added +4.3k |
| PROFUND ADVISORS LLC 0.01% of their portfolio | 31.9k $327.7k | Reduced -537 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 30.7k $315.6k | Reduced -90.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 29.2k $300.2k | Added +15.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 28.9k $296.5k | Reduced -116.5k |
| Frank, Rimerman Advisors LLC 0.02% of their portfolio | 26.7k $274.3k | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 26.2k $269.2k | Reduced -229.6k |
| Verition Fund Management LLC 0.00% of their portfolio | 25.0k $256.8k | New |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 23.9k $245.1k | Reduced -2.1k |
| Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio | 22.4k $230.1k | Reduced -2.8k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 20.5k $210.1k | Reduced -2.3k |
| DRW Securities, LLC 0.01% of their portfolio | 19.6k $201.3k | New |
| Knights of Columbus Asset Advisors LLC 0.01% of their portfolio | 18.1k $185.8k | Unchanged |
| EntryPoint Capital, LLC 0.08% of their portfolio | 17.7k $182.0k | Added +15.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 16.6k $170.6k | Reduced -3.7k |
| Cullen Capital Management, LLC 0.00% of their portfolio | 16.5k $169.1k | Unchanged |
| Walleye Capital LLC 0.00% of their portfolio | 14.0k $144.2k | New |
| Compagnie Lombard Odier SCmA 0.00% of their portfolio | 13.7k $141.2k | Unchanged |
| QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio | 12.9k $132.0k | Reduced -9.6k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 12.6k $129.5k | Added +625 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 12.6k $129.3k | Added +4.0k |
| CHOREO, LLC 0.00% of their portfolio | 12.6k $128.5k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 12.5k $128.5k | Added +891 |
| First Trust Direct Indexing L.P. 0.01% of their portfolio | 11.5k $118.1k | Reduced -1.4k |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 11.2k $115.5k | Reduced -8.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.1k $114.3k | Reduced -1.8k |
| BARCLAYS PLC 0.00% of their portfolio | 10.7k $109.5k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 10.3k $106.0k | New |
| Caprock Group, LLC 0.00% of their portfolio | 10.1k $103.3k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 8.9k $91.6k | Reduced -126 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 8.9k $91.1k | First filing |
| SIGNATUREFD, LLC 0.00% of their portfolio | 6.5k $66.9k | Added +654 |
| Parallel Advisors, LLC 0.00% of their portfolio | 4.4k $45.4k | Reduced -678 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 3.9k $39.7k | Unchanged |
| FMR LLC 0.00% of their portfolio | 3.1k $31.7k | Reduced -3.3k |