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FTC Solar

86 hedge funds and large institutions have $27.2M invested in FTC Solar in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33,200% more call options, than puts

Call options by funds: $333K | Put options by funds: $1K

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

0.51% less ownership

Funds ownership: 3.65%3.14% (-0.51%)

12% less funds holding

Funds holding: 9886 (-12)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

51% less capital invested

Capital invested by funds: $55.1M → $27.2M (-$28M)

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
31
Reduced
26
Closed
30
Calls
$333K
Puts
$1K
Net Calls
+$332K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.65M +$11.3M +1,239,719 +14,819%
BlackRock
2
BlackRock
New York
$2.79M +$195K +21,429 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.01M +$258K +28,372 +11%
Millennium Management
4
Millennium Management
New York
$1.84M -$113K -12,438 -4%
Deutsche Bank
5
Deutsche Bank
Germany
$1.09M +$1.4M +153,940 +4,316%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1,000K +$142K +15,609 +12%
State Street
7
State Street
Massachusetts
$855K -$305K -33,631 -21%
RPA
8
Rock Point Advisors
Vermont
$822K -$448K -49,317 -29%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$707K +$163K +17,984 +21%
Invesco
10
Invesco
Georgia
$683K -$1.31M -143,863 -59%
GCP
11
GSA Capital Partners
United Kingdom
$508K +$252K +27,762 +61%
Goldman Sachs
12
Goldman Sachs
New York
$504K -$60.7K -6,679 -8%
AQR Capital Management
13
AQR Capital Management
Connecticut
$444K +$582K +64,048 New
First Trust Advisors
14
First Trust Advisors
Illinois
$433K -$654 -72 -0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$402K +$490K +53,943 +1,308%
SC
16
Shay Capital
New York
$389K +$95K +10,455 +23%
HP
17
Hound Partners
New York
$389K -$43.8K -4,824 -8%
Northern Trust
18
Northern Trust
Illinois
$380K -$5.36K -590 -1%
Charles Schwab
19
Charles Schwab
California
$304K -$30.6K -3,374 -7%
AIP
20
ARS Investment Partners
New York
$223K +$145K +16,000 +99%
PCM
21
Prelude Capital Management
New York
$184K -$141K -15,565 -37%
SAM
22
Storebrand Asset Management
Norway
$155K +$6.62K +729 +3%
HF
23
HRT Financial
New York
$150K +$180K +19,860 +1,106%
RJA
24
Raymond James & Associates
Florida
$148K -$62.7K -6,908 -24%
Bank of America
25
Bank of America
North Carolina
$144K +$54.3K +5,984 +40%

FTCI Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FTC Solar (FTCI) for Q4 2023, worth a combined $27.2M — down 51% from $55.1M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTCI and 18 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Morgan Stanley, adding an estimated $11.3M. The largest seller was Hill City Capital, exiting entirely with an estimated $5.54M sold.

  • 86 institutional investors held FTC Solar (FTCI) as of Q4 2023, down from 98 in Q3 2023.
  • Funds reported $27.2M of FTC Solar stock for Q4 2023, down 51% quarter-over-quarter.
  • 18 funds opened new FTC Solar positions in Q4 2023 and 30 closed out, a net change of -12 holders.
  • The largest FTC Solar buyer in Q4 2023 was Morgan Stanley, an estimated $11.3M added.
  • The largest FTC Solar seller in Q4 2023 was Hill City Capital, an estimated $5.54M sold.

Based on aggregated 13F filings for Q4 2023.