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Canadian Solar
CSIQ

172 hedge funds and large institutions have $894M invested in Canadian Solar in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $816M → $894M (+$78.2M)

1.01% more ownership

Funds ownership: 51.72% → 52.73% (+1%)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 176 → 172 (-4)

48% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $117M

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
60
Reduced
58
Closed
25
Calls
$61.6M
Puts
$117M
Net Calls
-$55.9M
Net Calls Change
-$16.4M

Top Buyers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$34.9M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$18.6M
3
BlackRock
BlackRock
New York
+$15.7M
4
Simplex Trading
Simplex Trading
Illinois
+$5.61M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.72M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$20M
2
Citadel Advisors
Citadel Advisors
Florida
-$12.2M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$11.1M
4
SCM
SIR Capital Management
New York
-$7.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
151
Fortis Group Advisors
New Jersey
$3.04K +$1.28K +58 +100%
FWM
152
FSA Wealth Management
Massachusetts
$3K +$2.21K +100 New
BTI
153
Blue Trust Inc
Georgia
$3K +$2.32K +105 New
PCWA
154
Pacific Capital Wealth Advisors
California
$2.81K +$2.36K +107 New
DFA
155
DHJJ Financial Advisors
Illinois
$2.62K – – –
HNB
156
Huntington National Bank
Ohio
$2.62K – – –
NRG
157
Nemes Rush Group
Michigan
$2.62K – – –
WIM
158
Westside Investment Management
California
$2.62K – – –
ASN
159
Advisory Services Network
Georgia
$2.62K +$2.21K +100 New
BWM
160
Baystate Wealth Management
Massachusetts
$2.26K – – –
NFSG
161
Newbridge Financial Services Group
Florida
$2.18K – – –
LFG
162
Larson Financial Group
Missouri
$1.94K – – –
TFA
163
Toth Financial Advisory
Virginia
$1.57K – – –
CIA
164
Cape Investment Advisory
Georgia
$1.26K – – –
HI
165
Harbour Investments
Wisconsin
$1.18K – – –
CT
166
Colonial Trust
South Carolina
$918 – – –
WAS
167
Winch Advisory Services
Wisconsin
$787 – – –
JFA
168
JNBA Financial Advisors
Minnesota
$656 – – –
US Bancorp
169
US Bancorp
Minnesota
$393 – – –
AF
170
Allworth Financial
California
$263 -$662 -30 -75%
FFA
171
Fairfield Financial Advisors
Massachusetts
$26 – – –
Fidelity Investments
172
Fidelity Investments
Massachusetts
$26 – – –
SCM
173
SIR Capital Management
New York
– -$7.89M -320,409 Closed
Renaissance Technologies
174
Renaissance Technologies
New York
– -$5.77M -234,602 Closed
LP
175
LMR Partners
United Kingdom
– -$3.67M -149,183 Closed
4 5 6
7
8

CSIQ Hedge Fund Activity: Q4 2023 in Review

172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Canadian Solar (CSIQ) for Q4 2023, worth a combined $894M — up 9.6% from $816M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CSIQ and 24 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 60 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $34.9M. The largest seller was Millennium Management, cutting an estimated $20M.

  • 172 institutional investors held Canadian Solar (CSIQ) as of Q4 2023, down from 176 in Q3 2023.
  • Funds reported $894M of Canadian Solar stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 24 funds opened new Canadian Solar positions in Q4 2023 and 25 closed out, a net change of -1 holder.
  • The largest Canadian Solar buyer in Q4 2023 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $34.9M added.
  • The largest Canadian Solar seller in Q4 2023 was Millennium Management, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2023.