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First Solar

381 hedge funds and large institutions have $3.49B invested in First Solar in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 36

31% more capital invested

Capital invested by funds: $2.66B → $3.49B (+$830M)

14% more call options, than puts

Call options by funds: $162M | Put options by funds: $142M

13% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 112

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 355381 (+26)

1.89% more ownership

Funds ownership: 61.07%62.96% (+1.9%)

Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
8.25%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
65
Increased
127
Reduced
112
Closed
36
Calls
$162M
Puts
$142M
Net Calls
+$20.1M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$423M +$21.3M +422,290 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M +$4.63M +91,959 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$346M +$18.2M +360,818 +6%
State Street
4
State Street
Massachusetts
$108M +$3.22M +64,040 +3%
O
5
OppenheimerFunds
New York
$106M +$19.5K +388 +0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$86.6M +$16.6M +330,459 +25%
Artisan Partners
7
Artisan Partners
Wisconsin
$86.5M +$74.8M +1,486,686 +986%
PWAM
8
Park West Asset Management
California
$86.5M -$10.1M -200,000 -11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$80.8M +$125K +2,487 +0.2%
Goldman Sachs
10
Goldman Sachs
New York
$75.1M -$34.2M -678,426 -32%
Citigroup
11
Citigroup
New York
$62.3M -$6.05M -120,133 -9%
Norges Bank
12
Norges Bank
Norway
$61.1M -$6.09M -121,018 -9%
LPU
13
Lansdowne Partners (UK)
United Kingdom
$57.6M +$54.9M +1,089,508 New
PCP
14
Polunin Capital Partners
United Kingdom
$48.3M +$985K +19,558 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$46.5M +$2.49M +49,456 +6%
ECP
16
Electron Capital Partners
New York
$42.8M +$15.3M +303,982 +60%
AllianceBernstein
17
AllianceBernstein
Tennessee
$41.6M +$29.8M +590,975 +300%
JP Morgan Chase
18
JP Morgan Chase
New York
$41M +$28.6M +568,899 +274%
Invesco
19
Invesco
Georgia
$38.1M +$294K +5,849 +0.8%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$37.7M +$7.5M +149,044 +26%
PI
21
Putnam Investments
Massachusetts
$37M +$33.6M +666,697 +2,025%
Calamos Advisors
22
Calamos Advisors
Illinois
$36.5M -$14M -278,156 -29%
AAMU
23
Amundi Asset Management US
Massachusetts
$36.3M +$6.28M +124,767 +22%
Northern Trust
24
Northern Trust
Illinois
$33.3M +$921K +18,294 +3%
Millennium Management
25
Millennium Management
New York
$31.2M -$74.3M -1,475,270 -71%

FSLR Hedge Fund Activity: Q1 2019 in Review

381 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Solar (FSLR) for Q1 2019, worth a combined $3.49B — up 31% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FSLR positions and 36 closed out — a net gain of 29 holders — while 127 added to existing stakes and 112 trimmed.

The largest buyer was Artisan Partners, adding an estimated $74.8M. The largest seller was Millennium Management, cutting an estimated $74.3M.

  • 381 institutional investors held First Solar (FSLR) as of Q1 2019, up from 355 in Q4 2018.
  • Funds reported $3.49B of First Solar stock for Q1 2019, up 31% quarter-over-quarter.
  • 65 funds opened new First Solar positions in Q1 2019 and 36 closed out, a net change of +29 holders.
  • The largest First Solar buyer in Q1 2019 was Artisan Partners, an estimated $74.8M added.
  • The largest First Solar seller in Q1 2019 was Millennium Management, an estimated $74.3M sold.

Based on aggregated 13F filings for Q1 2019.