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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
Loomis, Sayles & Company
326
Loomis, Sayles & Company
Massachusetts
$9K +$8.09K +492 +196%
AIC
327
Archer Investment Corporation
Indiana
$8.79K
GRP
328
Global Retirement Partners
California
$8.27K -$1.46K -89 -10%
CCA
329
Catalyst Capital Advisors
New York
$7.84K +$10.3K +624 New
MRC
330
Millburn Ridgefield Corp
New York
$7.84K +$10.3K +624 New
EWA
331
EverSource Wealth Advisors
Alabama
$7.03K +$3.14K +191 +52%
IUHSA
332
Itau Unibanco Holding S.A.
Brazil
$6.86K
C
333
Covestor
United Kingdom
$6K +$99 +6 +1%
GWSA
334
Global Wealth Strategies & Associates
Colorado
$5.26K
AssetMark Inc
335
AssetMark Inc
California
$5.02K
JFG
336
JDM Financial Group
Texas
$5.02K
RA
337
Rational Advisors
New York
$4.93K
GWM
338
Geneos Wealth Management
Colorado
$4.4K
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$4K +$411 +25 +8%
GWSG
340
GPS Wealth Strategies Group
Colorado
$3.77K -$82 -5 -2%
GWS
341
Glassman Wealth Services
Virginia
$3.69K +$4.62K +281 +2,162%
JWM
342
Janiczek Wealth Management
Colorado
$3.33K
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$3K -$428 -26 -10%
AF
344
Allworth Financial
California
$2.85K
Nisa Investment Advisors
345
Nisa Investment Advisors
Missouri
$2.76K -$8.8K -535 -71%
HI
346
Harbour Investments
Wisconsin
$2.74K +$2.47K +150 +221%
BIA
347
Bell Investment Advisors
California
$2.71K -$576 -35 -14%
LC
348
Lindbrook Capital
California
$2.67K +$2.91K +177 +492%
FFA
349
Farther Finance Advisors
California
$2.61K +$872 +53 +34%
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$2.51K

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.