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Canadian Solar

190 hedge funds and large institutions have $1.28B invested in Canadian Solar in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

33% more capital invested

Capital invested by funds: $967M → $1.28B (+$316M)

13% more funds holding

Funds holding: 168190 (+22)

1.14% more ownership

Funds ownership: 48.68%49.82% (+1.1%)

33% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 66

61% less call options, than puts

Call options by funds: $58.9M | Put options by funds: $151M

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
44
Reduced
66
Closed
25
Calls
$58.9M
Puts
$151M
Net Calls
-$92.1M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$189M +$631K +15,896 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$116M +$20.8K +523 +0%
Invesco
3
Invesco
Georgia
$83M -$7.99M -201,359 -9%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$82.2M +$1.48M +37,193 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$77.9M +$375K +9,447 +0.5%
Handelsbanken Fonder
6
Handelsbanken Fonder
Sweden
$74.4M -$8.63M -217,577 -10%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$47.5M -$28.9M -727,916 -38%
GAM
8
Guinness Asset Management
United Kingdom
$41.2M +$4.45M +112,102 +12%
Citadel Advisors
9
Citadel Advisors
Florida
$35.2M -$6.67M -168,007 -16%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$34.3M +$16M +402,982 +88%
Group One Trading
11
Group One Trading
Illinois
$26.7M -$10.6M -266,774 -28%
Millennium Management
12
Millennium Management
New York
$26.7M +$12.2M +307,309 +85%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$23.5M +$20.5M +517,127 +696%
Skandinaviska Enskilda Banken (SEB)
14
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.2M -$135K -3,404 -0.6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$21.7M -$2.6M -65,625 -11%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$21M +$15.4M +387,866 +276%
DnB Asset Management
17
DnB Asset Management
Norway
$19.3M -$2.04M -51,509 -10%
ACM
18
Ariose Capital Management
Hong Kong
$19.2M +$19.2M +483,365 New
State Street
19
State Street
Massachusetts
$18.9M +$557K +14,036 +3%
Bank of America
20
Bank of America
North Carolina
$18.8M +$17.8M +449,646 +2,095%
MIM
21
Merewether Investment Management
Texas
$17.2M +$17.1M +431,773 New
Morgan Stanley
22
Morgan Stanley
New York
$14.7M -$600K -15,121 -4%
Capital Fund Management (CFM)
23
Capital Fund Management (CFM)
France
$13.9M -$4.42M -111,434 -24%
SAM
24
Storebrand Asset Management
Norway
$13.2M -$1.8M -45,447 -12%
Vontobel Holding
25
Vontobel Holding
Switzerland
$12.8M +$949K +23,929 +8%

CSIQ Hedge Fund Activity: Q1 2023 in Review

190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Canadian Solar (CSIQ) for Q1 2023, worth a combined $1.28B — up 33% from $967M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CSIQ positions and 25 closed out — a net gain of 24 holders — while 44 added to existing stakes and 66 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $20.5M. The largest seller was Schroder Investment Management Group, cutting an estimated $28.9M.

  • 190 institutional investors held Canadian Solar (CSIQ) as of Q1 2023, up from 168 in Q4 2022.
  • Funds reported $1.28B of Canadian Solar stock for Q1 2023, up 33% quarter-over-quarter.
  • 49 funds opened new Canadian Solar positions in Q1 2023 and 25 closed out, a net change of +24 holders.
  • The largest Canadian Solar buyer in Q1 2023 was Point72 Asset Management, an estimated $20.5M added.
  • The largest Canadian Solar seller in Q1 2023 was Schroder Investment Management Group, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2023.