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JKS

JinkoSolar

145 hedge funds and large institutions have $756M invested in JinkoSolar in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $49.9M | Put options by funds: $44.3M

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

1% less funds holding

Funds holding: 146145 (-1)

1.72% less ownership

Funds ownership: 11.25%9.53% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less capital invested

Capital invested by funds: $1.22B → $756M (-$462M)

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
48
Reduced
43
Closed
31
Calls
$49.9M
Puts
$44.3M
Net Calls
+$5.6M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$101M +$22.8M +473,716 +24%
Invesco
2
Invesco
Georgia
$66.6M -$7.77M -161,217 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.8M +$6.02M +124,980 +9%
Morgan Stanley
4
Morgan Stanley
New York
$59.4M +$6.15M +127,630 +10%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$57.7M +$13.8M +286,531 +25%
BlackRock
6
BlackRock
New York
$34M -$96.7M -2,007,609 -71%
SLC
7
Snow Lake Capital
Hong Kong
$32.7M +$7.23M +150,000 +23%
Handelsbanken Fonder
8
Handelsbanken Fonder
Sweden
$29.6M +$732K +15,199 +2%
HA
9
HHLR Advisors
Cayman Islands
$26.7M -$30.7M -637,567 -49%
SAM
10
Storebrand Asset Management
Norway
$26.7M -$1.08M -22,354 -3%
State Street
11
State Street
Massachusetts
$24.1M +$7M +145,314 +33%
Nomura Holdings
12
Nomura Holdings
Japan
$16.2M +$6.11M +126,899 +47%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.5M -$13.2M -275,000 -44%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$14.2M +$16.7M +347,100 New
GAMH
15
Greenwoods Asset Management (HK)
Hong Kong
$12.4M +$5.88M +122,000 +67%
Goldman Sachs
16
Goldman Sachs
New York
$9.91M -$226K -4,688 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$9.75M -$2.34M -48,648 -17%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$8.57M -$13.8M -286,035 -58%
Barclays
19
Barclays
United Kingdom
$7.67M +$6.9M +143,170 +322%
TC
20
Tairen Capital
Hong Kong
$7.35M
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.23M -$960K -19,924 -10%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$6.79M +$8M +166,000 New
SG Americas Securities
23
SG Americas Securities
New York
$6.67M +$7.48M +155,242 +1,952%
Marshall Wace
24
Marshall Wace
United Kingdom
$6.14M -$7.12M -147,769 -50%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$5.9M +$6.66M +138,209 +2,224%

JKS Hedge Fund Activity: Q4 2022 in Review

145 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JinkoSolar (JKS) for Q4 2022, worth a combined $756M — down 38% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JKS positions and 31 closed out — a net gain of 2 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $22.8M. The largest seller was BlackRock, cutting an estimated $96.7M.

  • 145 institutional investors held JinkoSolar (JKS) as of Q4 2022, down from 146 in Q3 2022.
  • Funds reported $756M of JinkoSolar stock for Q4 2022, down 38% quarter-over-quarter.
  • 33 funds opened new JinkoSolar positions in Q4 2022 and 31 closed out, a net change of +2 holders.
  • The largest JinkoSolar buyer in Q4 2022 was Schroder Investment Management Group, an estimated $22.8M added.
  • The largest JinkoSolar seller in Q4 2022 was BlackRock, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2022.