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JKS

JinkoSolar

80 hedge funds and large institutions have $320M invested in JinkoSolar in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $247M → $320M (+$72.6M)

7% more funds holding

Funds holding: 7580 (+5)

1.02% more ownership

Funds ownership: 7.74%8.76% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

20% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $43.9M

33% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 30

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
20
Reduced
30
Closed
14
Calls
$35.1M
Puts
$43.9M
Net Calls
-$8.86M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$36.5M +$2.54M +87,608 +8%
CCA
2
Canyon Capital Advisors
Texas
$33.2M +$20.5M +705,200 +169%
CAIMH
3
Central Asset Investments & Management Holdings
Hong Kong
$31.3M +$8.07M +277,970 +36%
QAM
4
Quentec Asset Management
New York
$26.7M -$59.5K -2,047 -0.2%
KCM
5
Kingdon Capital Management
New York
$19.6M +$5.52M +190,000 +40%
HRCM
6
Hood River Capital Management
Florida
$18.8M -$2.43M -83,770 -12%
GC
7
Guggenheim Capital
Illinois
$14.5M -$152K -5,232 -1%
CCM
8
Crestwood Capital Management
New York
$12.9M +$604K +20,800 +5%
GL
9
GLG LLC
New York
$10.9M +$3.96M +136,321 +58%
Morgan Stanley
10
Morgan Stanley
New York
$10.5M +$8.28M +285,240 +412%
HJMC
11
Hellman Jordan Management Company
Massachusetts
$8.95M -$8.11M -279,310 -48%
Deutsche Bank
12
Deutsche Bank
Germany
$8.82M -$1.17M -40,127 -12%
BKBG
13
BHF Kleinwort Benson Group
Belgium
$7.79M +$7.66M +263,906 New
MCM
14
Moore Capital Management
New York
$7.67M +$1.02M +35,000 +16%
OIM
15
Oceanic Investment Management
Isle Of Man
$7.14M +$7.02M +241,880 New
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$6.88M -$2.64M -90,987 -24%
Wells Fargo
17
Wells Fargo
California
$6.27M +$2.49M +85,674 +68%
BCM
18
Bodri Capital Management
California
$5.9M +$5.81M +200,000 New
DnB Asset Management
19
DnB Asset Management
Norway
$4.05M +$1.51M +52,050 +61%
Norges Bank
20
Norges Bank
Norway
$3.99M
Federated Hermes
21
Federated Hermes
Pennsylvania
$3.4M
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.99M +$1.47M +50,539 +100%
SCM
23
Seamans Capital Management
Massachusetts
$2.28M +$55.2K +1,900 +3%
CA
24
Commerzbank Aktiengesellschaft
Germany
$2.1M -$1.21M -41,531 -37%
NI
25
Numeric Investors
Massachusetts
$1.86M +$1.83M +62,900 New

JKS Hedge Fund Activity: Q2 2015 in Review

80 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in JinkoSolar (JKS) for Q2 2015, worth a combined $320M — up 29% from $247M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JKS positions and 14 closed out — a net gain of 5 holders — while 20 added to existing stakes and 30 trimmed.

The largest buyer was Canyon Capital Advisors, adding an estimated $20.5M. The largest seller was Hellman Jordan Management Company, cutting an estimated $8.11M.

  • 80 institutional investors held JinkoSolar (JKS) as of Q2 2015, up from 75 in Q1 2015.
  • Funds reported $320M of JinkoSolar stock for Q2 2015, up 29% quarter-over-quarter.
  • 19 funds opened new JinkoSolar positions in Q2 2015 and 14 closed out, a net change of +5 holders.
  • The largest JinkoSolar buyer in Q2 2015 was Canyon Capital Advisors, an estimated $20.5M added.
  • The largest JinkoSolar seller in Q2 2015 was Hellman Jordan Management Company, an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2015.