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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
NFSG
351
Newbridge Financial Services Group
Florida
$2.51K
PTC
352
Private Trust Company
Ohio
$2.51K
SCA
353
Stonebridge Capital Advisors
Minnesota
$2.51K
BTI
354
Blue Trust Inc
Georgia
$2K -$115 -7 -6%
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$1.62K
AWM
356
Activest Wealth Management
Florida
$1.59K +$2.09K +127 New
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$1.47K +$1.92K +117 New
WWP
358
WR Wealth Planners
Missouri
$1.43K +$1.88K +114 New
AA
359
Addison Advisors
Vermont
$1.33K +$1.74K +106 New
CAM
360
Costello Asset Management
Pennsylvania
$1.26K
IA
361
IFP Advisors
Florida
$1.26K
MWA
362
Moser Wealth Advisors
Washington
$1.26K
TF
363
Tompkins Financial
New York
$1.26K
VWM
364
Venturi Wealth Management
Texas
$1.07K +$1.4K +85 New
ADL
365
Asset Dedication LLC
California
$1K
IFAM
366
Institutional & Family Asset Management
Colorado
$980 +$1.28K +78 New
FHA
367
First Horizon Advisors
Tennessee
$954
BWL
368
Bogart Wealth LLC
Virginia
$816
EBA
369
Eagle Bay Advisors
New York
$816
SL
370
Salomon & Ludwin
Virginia
$691 +$904 +55 New
ME
371
McIlrath & Eck
Washington
$666
VAG
372
VisionPoint Advisory Group
Texas
$628 -$148 -9 -15%
WWM
373
Wolff Wiese Magana
California
$628
CWM
374
CarsonAllaria Wealth Management
Illinois
$603
SIC
375
Salem Investment Counselors
North Carolina
$503

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.