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Canadian Solar

105 hedge funds and large institutions have $287M invested in Canadian Solar in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

7% less capital invested

Capital invested by funds: $307M → $287M (-$20.1M)

19% less funds holding

Funds holding: 129105 (-24)

32% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $36.5M

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

Holders
105
Holders Change
-24
Holders Change %
-18.6%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
45
Reduced
34
Closed
32
Calls
$24.8M
Puts
$36.5M
Net Calls
-$11.7M
Net Calls Change
-$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
GAMCO Investors
Connecticut
$197K +$30.3K +2,200 +18%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$180K +$8.26K +600 +5%
IR
78
Invictus RG
Bermuda
$175K +$175K +12,728 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$172K -$131K -9,534 -43%
BCM
80
Bayesian Capital Management
New York
$168K -$348K -25,300 -67%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$167K -$58.2K -4,232 -26%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$167K -$1.45K -105 -0.9%
BIT
83
BlackRock Institutional Trust
California
$156K -$730K -53,074 -82%
KBC Group
84
KBC Group
Belgium
$141K +$52.6K +3,820 +59%
AIM
85
Acrospire Investment Management
Illinois
$86K +$47.6K +3,460 +124%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$75K +$52.3K +3,800 +230%
ED
87
Exane Derivatives
France
$53.6K +$34.4K +2,500 +179%
Wells Fargo
88
Wells Fargo
California
$52K -$16.5K -1,200 -24%
Legal & General Group
89
Legal & General Group
United Kingdom
$51K
CG
90
Cutler Group
California
$50K -$49.1K -3,570 -49%
CF
91
CenterStar Fund
Illinois
$50K
DADC
92
D.A. Davidson & Co
Montana
$41K +$41.3K +3,000 New
AG
93
Advisor Group
Arizona
$27K +$24.4K +1,770 +1,180%
FANJ
94
Financial Architects (New Jersey)
New Jersey
$14K
CLOS
95
Compagnie Lombard Odier SCmA
Switzerland
$13K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$11K
RCM
97
Riverhead Capital Management
Delaware
$10K -$38.2K -2,776 -80%
US Bancorp
98
US Bancorp
Minnesota
$7K +$2.75K +200 +67%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K -$5.7K -414 -59%
CTC
100
Central Trust Company
Missouri
$3K -$92.2K -6,700 -97%

CSIQ Hedge Fund Activity: Q3 2016 in Review

105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Canadian Solar (CSIQ) for Q3 2016, worth a combined $287M — down 6.5% from $307M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CSIQ and 10 opened new positions — a net loss of 22 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was DnB Asset Management, adding an estimated $19.2M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $17.3M sold.

  • 105 institutional investors held Canadian Solar (CSIQ) as of Q3 2016, down from 129 in Q2 2016.
  • Funds reported $287M of Canadian Solar stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 10 funds opened new Canadian Solar positions in Q3 2016 and 32 closed out, a net change of -22 holders.
  • The largest Canadian Solar buyer in Q3 2016 was DnB Asset Management, an estimated $19.2M added.
  • The largest Canadian Solar seller in Q3 2016 was Pictet Asset Management (UK), an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2016.