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394 hedge funds and large institutions have $2.68B invested in Sunrun in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 156 increasing their positions, 113 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 113

2.45% more ownership

Funds ownership: 95.66%98.11% (+2.5%)

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

1% less funds holding

Funds holding: 397394 (-3)

4% less call options, than puts

Call options by funds: $123M | Put options by funds: $129M

27% less capital invested

Capital invested by funds: $3.68B → $2.68B (-$1.01B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
394
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
6.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
59
Increased
156
Reduced
113
Closed
57
Calls
$123M
Puts
$129M
Net Calls
-$5.77M
Net Calls Change
+$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
301
Trust Company of Vermont
Vermont
$34K
RMC
302
Resources Management Corp
Connecticut
$33K +$740 +45 +2%
CMBA
303
C.M. Bidwell & Associates
Hawaii
$29.6K +$36.4K +2,211 +1,484%
MCM
304
Manchester Capital Management
Vermont
$28.1K +$9.7K +590 +36%
BAMF
305
BI Asset Management Fondsmaeglerselskab
Denmark
$24K
PA
306
Parallel Advisors
California
$20.8K +$7.09K +431 +35%
Nomura Asset Management
307
Nomura Asset Management
Japan
$20.7K
RFG
308
RFP Financial Group
Georgia
$20.7K
BBHC
309
Brown Brothers Harriman & Co
New York
$18.8K
SSG
310
Summit Securities Group
New York
$18K +$24K +1,462 New
SWM
311
Spire Wealth Management
Virginia
$17.5K -$18.8K -1,146 -45%
TWC
312
TD Waterhouse Canada
Ontario, Canada
$17.2K +$8.22K +500 +49%
Schroder Investment Management Group
313
Schroder Investment Management Group
United Kingdom
$16.8K +$2.62K +159 +13%
CA
314
Clearstead Advisors
Ohio
$16.6K +$10.9K +660 +100%
NA
315
NewEdge Advisors
Louisiana
$15.3K -$6.64K -404 -25%
CFFP
316
Center for Financial Planning
Michigan
$13.8K
BLC
317
Brown, Lisle/Cummings
Rhode Island
$13.2K
PCM
318
Penserra Capital Management
California
$13K +$872 +53 +5%
PCTC
319
Perkins Coie Trust Company
Washington
$12.6K
UA
320
USCF Advisers
California
$12.6K +$16.4K +1,000 New
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$12.5K +$12.7K +774 +352%
QCG
322
Quadrant Capital Group
Ohio
$12K +$8.32K +506 +112%
FFC
323
First Financial Corp
Indiana
$12K +$15.7K +956 New
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.6K -$295K -17,950 -94%
VCM
325
Versant Capital Management
Arizona
$9.46K +$10.5K +638 +555%

RUN Hedge Fund Activity: Q3 2023 in Review

394 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q3 2023, worth a combined $2.68B — down 27% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RUN positions and 57 closed out — a net gain of 2 holders — while 156 added to existing stakes and 113 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $61.6M. The largest seller was Mirova US, exiting entirely with an estimated $48.8M sold.

  • 394 institutional investors held Sunrun (RUN) as of Q3 2023, down from 397 in Q2 2023.
  • Funds reported $2.68B of Sunrun stock for Q3 2023, down 27% quarter-over-quarter.
  • 59 funds opened new Sunrun positions in Q3 2023 and 57 closed out, a net change of +2 holders.
  • The largest Sunrun buyer in Q3 2023 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $61.6M added.
  • The largest Sunrun seller in Q3 2023 was Mirova US, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2023.