First Solar
FSLR
728 hedge funds and large institutions have $18.8B invested in First Solar in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 213 increasing their positions, 260 reducing their positions, and 63 closing their positions.
105% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 63
48% more capital invested
Capital invested by funds: $12.7B → $18.8B (+$6.06B)
8% more funds holding
Funds holding: 673 → 728 (+55)
1.6% more ownership
Funds ownership: 79.4% → 81.01% (+1.6%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
18% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 260
21% less call options, than puts
Call options by funds: $3.36B | Put options by funds: $4.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$383M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$109M |
| 3 |
SC
Samlyn Capital
New York
|
+$102M |
| 4 |
Two Sigma Investments
New York
|
+$76M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$70.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$164M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$102M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$66.3M |
| 4 |
ECA
Encompass Capital Advisors
New York
|
-$65.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$60.6M |
FSLR Hedge Fund Activity: Q1 2023 in Review
728 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in First Solar (FSLR) for Q1 2023, worth a combined $18.8B — up 48% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new FSLR positions and 63 closed out — a net gain of 66 holders — while 213 added to existing stakes and 260 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $383M. The largest seller was Wellington Management Group, cutting an estimated $164M.
- 728 institutional investors held First Solar (FSLR) as of Q1 2023, up from 673 in Q4 2022.
- Funds reported $18.8B of First Solar stock for Q1 2023, up 48% quarter-over-quarter.
- 129 funds opened new First Solar positions in Q1 2023 and 63 closed out, a net change of +66 holders.
- The largest First Solar buyer in Q1 2023 was Fidelity Investments, an estimated $383M added.
- The largest First Solar seller in Q1 2023 was Wellington Management Group, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2023.