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First Solar

397 hedge funds and large institutions have $3.65B invested in First Solar in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 158 increasing their positions, 106 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 106

12% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 52

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.93% less ownership

Funds ownership: 62.88%61.95% (-0.93%)

1% less funds holding

Funds holding: 401397 (-4)

5% less capital invested

Capital invested by funds: $3.84B → $3.65B (-$192M)

23% less call options, than puts

Call options by funds: $137M | Put options by funds: $178M

Holders
397
Holders Change
-4
Holders Change %
-1%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
58
Increased
158
Reduced
106
Closed
52
Calls
$137M
Puts
$178M
Net Calls
-$40.1M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Masters Capital Management
Georgia
$26.7M +$4.26M +77,490 +19%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$24.8M +$5.88M +107,126 +32%
Zurich Cantonal Bank
28
Zurich Cantonal Bank
Switzerland
$24M +$2.06M +37,425 +10%
Calamos Advisors
29
Calamos Advisors
Illinois
$23.3M -$16.7K -304 -0.1%
SOMRS
30
State of Michigan Retirement System
Michigan
$23.2M +$16.5K +300 +0.1%
Charles Schwab
31
Charles Schwab
California
$22.5M +$413K +7,513 +2%
Morgan Stanley
32
Morgan Stanley
New York
$21M +$7.19M +130,989 +54%
M
33
Mirova
France
$21M +$13.1M +239,055 +176%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$19.7M +$15.9M +290,361 +466%
TAM
35
Trillium Asset Management
Massachusetts
$19M +$1.43M +26,057 +8%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$18.8M -$33K -600 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
37
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.5M +$18.1M +330,000 New
ECA
38
Encompass Capital Advisors
New York
$18.4M +$3.84M +69,922 +27%
Principal Financial Group
39
Principal Financial Group
Iowa
$18.3M -$30.8K -561 -0.2%
Barclays
40
Barclays
United Kingdom
$17.8M +$14.9M +270,914 +575%
VLKIM
41
Van Lanschot Kempen Investment Management
Netherlands
$17.4M +$2.03M +37,000 +13%
NGM
42
North Growth Management
British Columbia, Canada
$16.5M
Deutsche Bank
43
Deutsche Bank
Germany
$16.5M -$7.21M -131,361 -31%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$16.3M +$2.24M +40,760 +16%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$15.3M +$14.3M +260,930 +4,676%
Bank of America
46
Bank of America
North Carolina
$15.2M -$6.04M -109,946 -29%
UBS Group
47
UBS Group
Switzerland
$15.1M -$842K -15,327 -5%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$15.1M +$14.8M +269,241 New
Ameriprise
49
Ameriprise
Minnesota
$15M -$775K -14,112 -5%
JAM
50
Jupiter Asset Management
United Kingdom
$13.4M

FSLR Hedge Fund Activity: Q4 2019 in Review

397 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Solar (FSLR) for Q4 2019, worth a combined $3.65B — down 5% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FSLR positions and 52 closed out — a net gain of 6 holders — while 158 added to existing stakes and 106 trimmed.

The largest buyer was BlackRock, adding an estimated $24.4M. The largest seller was Nuveen, cutting an estimated $43.1M.

  • 397 institutional investors held First Solar (FSLR) as of Q4 2019, down from 401 in Q3 2019.
  • Funds reported $3.65B of First Solar stock for Q4 2019, down 5% quarter-over-quarter.
  • 58 funds opened new First Solar positions in Q4 2019 and 52 closed out, a net change of +6 holders.
  • The largest First Solar buyer in Q4 2019 was BlackRock, an estimated $24.4M added.
  • The largest First Solar seller in Q4 2019 was Nuveen, an estimated $43.1M sold.

Based on aggregated 13F filings for Q4 2019.