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FTC Solar

59 hedge funds and large institutions have $154M invested in FTC Solar in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $146M → $154M (+$7.88M)

0.16% more ownership

Funds ownership: 2.23%2.39% (+0.16%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 6059 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
13
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$24.9M -$2.04M -24,957 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22M -$82 -1 -0%
Citadel Advisors
3
Citadel Advisors
Florida
$14.5M +$4.12M +50,273 +36%
CCM
4
Cinctive Capital Management
New York
$13.3M +$7.8M +95,249 +119%
State Street
5
State Street
Massachusetts
$13.2M +$12M +145,882 +512%
AAM
6
ACK Asset Management
Connecticut
$12.2M +$12.4M +151,502 New
BlackRock
7
BlackRock
New York
$9.75M +$2.87M +35,048 +37%
First Trust Advisors
8
First Trust Advisors
Illinois
$8.18M +$2.4M +29,344 +37%
Vanguard Group
9
Vanguard Group
Pennsylvania
$6.57M -$1.06K -13 -0%
Goldman Sachs
10
Goldman Sachs
New York
$4.52M +$2.38M +29,088 +95%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.65M +$22.4K +274 +0.8%
Vontobel Holding
12
Vontobel Holding
Switzerland
$2.32M +$2.54M +31,012 New
JP Morgan Chase
13
JP Morgan Chase
New York
$1.97M -$51.2K -625 -2%
ACM
14
Arosa Capital Management
Florida
$1.89M +$2.05M +25,000 New
HA
15
Heartland Advisors
Wisconsin
$1.89M +$2.05M +25,000 New
RJA
16
Raymond James & Associates
Florida
$1.69M +$205K +2,497 +13%
Northern Trust
17
Northern Trust
Illinois
$1.36M -$17.6K -215 -1%
Charles Schwab
18
Charles Schwab
California
$1.03M +$14.8K +181 +1%
Morgan Stanley
19
Morgan Stanley
New York
$1M +$712K +8,687 +190%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$834K +$891K +10,873 New
PGCM
21
Prescott Group Capital Management
Oklahoma
$832K +$901K +11,000 New
HIIFS
22
Harel Insurance Investments & Financial Services
Israel
$692K +$757K +9,236 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$658K +$613K +7,482 +609%
UBS Group
24
UBS Group
Switzerland
$574K -$2.01M -24,545 -76%
SO
25
STRS Ohio
Ohio
$455K +$249K +3,040 +102%

FTCI Hedge Fund Activity: Q4 2021 in Review

59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FTC Solar (FTCI) for Q4 2021, worth a combined $154M — up 5.4% from $146M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FTCI and 17 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 20 added.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $12.4M. The largest seller was Zimmer Partners, exiting entirely with an estimated $14.8M sold.

  • 59 institutional investors held FTC Solar (FTCI) as of Q4 2021, down from 60 in Q3 2021.
  • Funds reported $154M of FTC Solar stock for Q4 2021, up 5.4% quarter-over-quarter.
  • 17 funds opened new FTC Solar positions in Q4 2021 and 18 closed out, a net change of -1 holder.
  • The largest FTC Solar buyer in Q4 2021 was ACK Asset Management, an estimated $12.4M added.
  • The largest FTC Solar seller in Q4 2021 was Zimmer Partners, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.