Sunrun
413 hedge funds and large institutions have $3.2B invested in Sunrun in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 140 increasing their positions, 130 reducing their positions, and 56 closing their positions.
21% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 56
8.22% more ownership
Funds ownership: 102.6% → 110.82% (+8.2%)
3% more funds holding
Funds holding: 401 → 413 (+12)
8% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 130
27% less capital invested
Capital invested by funds: $4.39B → $3.2B (-$1.19B)
34% less call options, than puts
Call options by funds: $295M | Put options by funds: $450M
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$96.5M |
| 2 |
Millennium Management
New York
|
+$57.9M |
| 3 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$40.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Asset Management
Paris,
France
|
-$71.9M |
| 2 |
D.E. Shaw & Co
New York
|
-$56.6M |
| 3 |
MCM
Moore Capital Management
New York
|
-$31.9M |
| 4 |
Morgan Stanley
New York
|
-$29.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$29.3M |
RUN Hedge Fund Activity: Q1 2024 in Review
413 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q1 2024, worth a combined $3.2B — down 27% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new RUN positions and 56 closed out — a net gain of 12 holders — while 140 added to existing stakes and 130 trimmed.
The largest buyer was BlackRock, adding an estimated $96.5M. The largest seller was BNP Paribas Asset Management, cutting an estimated $71.9M.
- 413 institutional investors held Sunrun (RUN) as of Q1 2024, up from 401 in Q4 2023.
- Funds reported $3.2B of Sunrun stock for Q1 2024, down 27% quarter-over-quarter.
- 68 funds opened new Sunrun positions in Q1 2024 and 56 closed out, a net change of +12 holders.
- The largest Sunrun buyer in Q1 2024 was BlackRock, an estimated $96.5M added.
- The largest Sunrun seller in Q1 2024 was BNP Paribas Asset Management, an estimated $71.9M sold.
Based on aggregated 13F filings for Q1 2024.