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First Solar

401 hedge funds and large institutions have $3.84B invested in First Solar in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

19% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 115

6% more funds holding

Funds holding: 377401 (+24)

0.42% less ownership

Funds ownership: 63.3%62.88% (-0.42%)

10% less call options, than puts

Call options by funds: $191M | Put options by funds: $212M

13% less capital invested

Capital invested by funds: $4.41B → $3.84B (-$562M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
401
Holders Change
+24
Holders Change %
+6.37%
% of All Funds
8.79%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
58
Increased
137
Reduced
115
Closed
34
Calls
$191M
Puts
$212M
Net Calls
-$21M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$467M +$1.58M +24,620 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$405M +$81K +1,265 +0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$270M -$115M -1,794,643 -28%
Artisan Partners
4
Artisan Partners
Wisconsin
$186M +$21.4M +333,940 +12%
Invesco
5
Invesco
Georgia
$163M +$8.31M +129,777 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$132M -$2.21M -34,417 -1%
State Street
7
State Street
Massachusetts
$117M +$870K +13,585 +0.7%
Norges Bank
8
Norges Bank
Norway
$89.3M +$31.7M +495,370 +47%
Goldman Sachs
9
Goldman Sachs
New York
$87.1M +$4.1M +64,019 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$86.9M -$748K -11,675 -0.8%
N
11
Nuveen
North Carolina
$83.6M +$59M +920,570 +177%
BNP Paribas Asset Management
12
BNP Paribas Asset Management
France
$72.8M +$11M +171,298 +16%
LPU
13
Lansdowne Partners (UK)
United Kingdom
$54.3M -$8M -124,814 -12%
PCP
14
Polunin Capital Partners
United Kingdom
$53.6M +$1.29M +20,100 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$52.5M +$584K +9,110 +1%
Citadel Advisors
16
Citadel Advisors
Florida
$43.8M +$42.7M +666,424 +758%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$42.8M +$6.08M +94,861 +15%
AAMU
18
Amundi Asset Management US
Massachusetts
$41.1M +$3.13M +48,827 +7%
PI
19
Putnam Investments
Massachusetts
$40.8M
Northern Trust
20
Northern Trust
Illinois
$37.7M +$966K +15,083 +2%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$37.7M -$3.84M -59,889 -8%
LPC
22
Lion Point Capital
New York
$35.5M +$39.2M +611,933 New
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$32.6M +$12.3M +191,709 +52%
BHC
24
Bowen Hanes & Co
Florida
$26.6M +$3.06M +47,730 +12%
Millennium Management
25
Millennium Management
New York
$26.2M -$30.6M -477,925 -51%

FSLR Hedge Fund Activity: Q3 2019 in Review

401 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Solar (FSLR) for Q3 2019, worth a combined $3.84B — down 13% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FSLR positions and 34 closed out — a net gain of 24 holders — while 137 added to existing stakes and 115 trimmed.

The largest buyer was Nuveen, adding an estimated $59M. The largest seller was Wellington Management Group, cutting an estimated $115M.

  • 401 institutional investors held First Solar (FSLR) as of Q3 2019, up from 377 in Q2 2019.
  • Funds reported $3.84B of First Solar stock for Q3 2019, down 13% quarter-over-quarter.
  • 58 funds opened new First Solar positions in Q3 2019 and 34 closed out, a net change of +24 holders.
  • The largest First Solar buyer in Q3 2019 was Nuveen, an estimated $59M added.
  • The largest First Solar seller in Q3 2019 was Wellington Management Group, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2019.