Canadian Solar
CSIQ
171 hedge funds and large institutions have $896M invested in Canadian Solar in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 39 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 50
4.6% more ownership
Funds ownership: 43.24% → 47.84% (+4.6%)
0% more capital invested
Capital invested by funds: $895M → $896M (+$1.34M)
4% less call options, than puts
Call options by funds: $83.1M | Put options by funds: $86.4M
8% less funds holding
Funds holding: 186 → 171 (-15)
36% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$25M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18.1M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$16.6M |
| 4 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$12.5M |
| 5 |
GAM
Guinness Asset Management
London,
United Kingdom
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$4.31M |
| 2 |
JG
Jefferies Group
New York
|
-$3.27M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$3.16M |
| 4 |
VI
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
-$2.76M |
| 5 |
SEC
Seven Eight Capital
New York
|
-$2.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
201
Next Financial Group
Houston,
Texas
| – | -$7K | -194 | Closed |
|
|
ME
202
McIlrath & Eck
Arlington,
Washington
| – | -$5K | -150 | Closed |
|
|
AWA
203
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$3K | -100 | Closed |
|
|
PMFA
204
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -100 | Closed |
|
205
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -96 | Closed |
|
|
AII
206
AGF Investments Inc
Toronto,
Ontario, Canada
| – | -$3K | -88 | Closed |
|
|
EW
207
Evoke Wealth
Los Angeles,
California
| – | -$2K | -84 | Closed |
|
|
TCA
208
Tortoise Capital Advisors
Overland Park,
Kansas
| – | -$1K | -16 | Closed |
|
|
IRC
209
Investors Research Corp
Atlanta,
Georgia
| – | +$36 | +1 | New |
|
CSIQ Hedge Fund Activity: Q4 2021 in Review
171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Canadian Solar (CSIQ) for Q4 2021, worth a combined $896M — up 0.15% from $895M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of CSIQ and 25 opened new positions — a net loss of 14 holders — while 50 trimmed existing stakes and 57 added.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $25M. The largest seller was Reilly Financial Advisors, cutting an estimated $4.31M.
- 171 institutional investors held Canadian Solar (CSIQ) as of Q4 2021, down from 186 in Q3 2021.
- Funds reported $896M of Canadian Solar stock for Q4 2021, up 0.15% quarter-over-quarter.
- 25 funds opened new Canadian Solar positions in Q4 2021 and 39 closed out, a net change of -14 holders.
- The largest Canadian Solar buyer in Q4 2021 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $25M added.
- The largest Canadian Solar seller in Q4 2021 was Reilly Financial Advisors, an estimated $4.31M sold.
Based on aggregated 13F filings for Q4 2021.