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First Solar

305 hedge funds and large institutions have $2.31B invested in First Solar in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

17% more call options, than puts

Call options by funds: $344M | Put options by funds: $294M

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

1% more funds holding

Funds holding: 303305 (+2)

14% less capital invested

Capital invested by funds: $2.7B → $2.31B (-$391M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
305
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
9.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
53
Increased
131
Reduced
84
Closed
48
Calls
$344M
Puts
$294M
Net Calls
+$50M
Net Calls Change
+$72.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$379M -$32.8M -776,485 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M +$8.38M +198,232 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$121M +$38.2M +902,969 +43%
FC
4
Fairpointe Capital
Illinois
$101M +$12.8M +303,143 +14%
State Street
5
State Street
Massachusetts
$96.8M +$3.61M +85,440 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$81.2M +$12.8M +302,038 +18%
BIT
7
BlackRock Institutional Trust
California
$75.2M -$16.7M -393,965 -17%
AQR Capital Management
8
AQR Capital Management
Connecticut
$62.6M +$14.8M +350,219 +29%
Norges Bank
9
Norges Bank
Norway
$60.8M +$14.8M +350,341 +30%
JP Morgan Chase
10
JP Morgan Chase
New York
$38.9M +$7.58M +179,202 +23%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$38.5M +$2.67M +63,163 +7%
LBA
12
Letko, Brosseau & Associates
Quebec, Canada
$36.8M -$113K -2,680 -0.3%
BFA
13
BlackRock Fund Advisors
California
$35.7M +$1.89M +44,609 +5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$35.1M +$13.7M +325,051 +59%
JHIU
15
Janus Henderson Investors US
Colorado
$30.7M +$7.39M +174,900 +30%
GC
16
Guggenheim Capital
Illinois
$28.5M +$8.87M +209,709 +42%
Northern Trust
17
Northern Trust
Illinois
$28.3M -$18.5M -437,298 -38%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$27.8M +$10.3M +242,700 +54%
Goldman Sachs
19
Goldman Sachs
New York
$22.6M -$662K -15,659 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$20.8M +$14.4M +340,077 +192%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$20.4M -$586K -13,860 -3%
HSA
22
Hussman Strategic Advisors
Maryland
$20.1M +$6.3M +149,000 +42%
SONJCPFA
23
State of New Jersey Common Pension Fund A
New Jersey
$20.1M +$21.1M +500,000 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$19.3M +$15.5M +367,535 +330%
CCMH
25
Cornerstone Capital Management Holdings
New York
$19.2M +$8.45M +199,964 +72%

FSLR Hedge Fund Activity: Q3 2013 in Review

305 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Solar (FSLR) for Q3 2013, worth a combined $2.31B — down 14% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FSLR positions and 48 closed out — a net gain of 5 holders — while 131 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $38.2M. The largest seller was Invesco, cutting an estimated $67.7M.

  • 305 institutional investors held First Solar (FSLR) as of Q3 2013, up from 303 in Q2 2013.
  • Funds reported $2.31B of First Solar stock for Q3 2013, down 14% quarter-over-quarter.
  • 53 funds opened new First Solar positions in Q3 2013 and 48 closed out, a net change of +5 holders.
  • The largest First Solar buyer in Q3 2013 was Wellington Management Group, an estimated $38.2M added.
  • The largest First Solar seller in Q3 2013 was Invesco, an estimated $67.7M sold.

Based on aggregated 13F filings for Q3 2013.