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Canadian Solar

128 hedge funds and large institutions have $456M invested in Canadian Solar in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $146M | Put options by funds: $51.2M

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

9.86% more ownership

Funds ownership: 39.61%49.47% (+9.9%)

7% less funds holding

Funds holding: 137128 (-9)

20% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 35

27% less capital invested

Capital invested by funds: $626M → $456M (-$171M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
128
Holders Change
-9
Holders Change %
-6.57%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
41
Reduced
33
Closed
35
Calls
$146M
Puts
$51.2M
Net Calls
+$95M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$63.9M +$33M +1,732,275 +60%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$42.3M +$7.11M +373,492 +14%
Invesco
3
Invesco
Georgia
$33.6M +$6.25M +328,528 +16%
Two Sigma Investments
4
Two Sigma Investments
New York
$30.4M +$20.3M +1,065,027 +94%
PCP
5
Polunin Capital Partners
United Kingdom
$25.6M -$150K -7,900 -0.4%
BlackRock
6
BlackRock
New York
$22.5M +$10.9M +570,867 +54%
Morgan Stanley
7
Morgan Stanley
New York
$22.2M -$1.59M -83,783 -5%
Legal & General Group
8
Legal & General Group
United Kingdom
$19M -$2.91M -153,174 -10%
Bank of America
9
Bank of America
North Carolina
$14.8M +$15.2M +798,610 +293%
Goldman Sachs
10
Goldman Sachs
New York
$13.6M +$7.42M +389,980 +66%
JP Morgan Chase
11
JP Morgan Chase
New York
$13.5M +$16.7M +878,783 +548%
SCM
12
Shah Capital Management
North Carolina
$13.4M -$104K -5,443 -0.6%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$10.3M +$45.3K +2,382 +0.3%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$10.1M +$10.7M +564,618 +337%
Citigroup
15
Citigroup
New York
$9.14M +$2.5M +131,564 +25%
State Street
16
State Street
Massachusetts
$8.35M +$14.2K +747 +0.1%
UBS Group
17
UBS Group
Switzerland
$8.03M +$3.43M +180,150 +45%
Tudor Investment Corp
18
Tudor Investment Corp
Connecticut
$7.97M +$2.75M +144,374 +33%
Renaissance Technologies
19
Renaissance Technologies
New York
$6.92M +$9.51M +499,702 New
Barclays
20
Barclays
United Kingdom
$5.62M +$7.54M +396,495 +4,186%
RR
21
Robotti Robert
$5.51M +$1.06M +55,500 +16%
BFM
22
Boothbay Fund Management
New York
$5.05M +$3.69M +193,913 +113%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$4.54M -$137K -7,187 -2%
GAM
24
Guinness Asset Management
United Kingdom
$4.42M +$54.7K +2,875 +0.9%
Cerity Partners
25
Cerity Partners
New York
$4.2M +$720K +37,834 +14%

CSIQ Hedge Fund Activity: Q1 2026 in Review

128 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Canadian Solar (CSIQ) for Q1 2026, worth a combined $456M — down 27% from $626M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of CSIQ and 28 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 41 added.

The largest buyer was Mackenzie Financial, adding an estimated $33M. The largest seller was Deutsche Bank, exiting entirely with an estimated $9M sold.

  • 128 institutional investors held Canadian Solar (CSIQ) as of Q1 2026, down from 137 in Q4 2025.
  • Funds reported $456M of Canadian Solar stock for Q1 2026, down 27% quarter-over-quarter.
  • 28 funds opened new Canadian Solar positions in Q1 2026 and 35 closed out, a net change of -7 holders.
  • The largest Canadian Solar buyer in Q1 2026 was Mackenzie Financial, an estimated $33M added.
  • The largest Canadian Solar seller in Q1 2026 was Deutsche Bank, an estimated $9M sold.

Based on aggregated 13F filings for Q1 2026.