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Sunrun
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401 hedge funds and large institutions have $4.39B invested in Sunrun in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 120 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

64% more capital invested

Capital invested by funds: $2.68B → $4.39B (+$1.72B)

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

15% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 120

4.49% more ownership

Funds ownership: 98.11% → 102.6% (+4.5%)

2% more funds holding

Funds holding: 394 → 401 (+7)

14% less call options, than puts

Call options by funds: $380M | Put options by funds: $441M

Holders
401
Holders Change
+7
Holders Change %
+1.78%
% of All Funds
5.85%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
76
Increased
138
Reduced
120
Closed
66
Calls
$380M
Puts
$441M
Net Calls
-$60.7M
Net Calls Change
-$55M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$51.4M
2
Morgan Stanley
Morgan Stanley
New York
+$48.2M
3
MCM
Moore Capital Management
New York
+$20.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$17.2M
5
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$62.2M
2
ECP
Electron Capital Partners
New York
-$27.8M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$24.4M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$18.8M
5
M
Mirova
France
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$3.93K -$1.9K -150 -43%
NFSG
352
Newbridge Financial Services Group
Florida
$3.93K – – –
PTC
353
Private Trust Company
Ohio
$3.93K – – –
GWS
354
Glassman Wealth Services
Virginia
$3.81K -$1.27K -100 -34%
IA
355
IFP Advisors
Florida
$3.49K +$990 +78 +78%
ACA
356
American Capital Advisory
Idaho
$3.34K +$2.16K +170 New
SRCM
357
Signature Resources Capital Management
California
$2.98K +$1.93K +152 New
PCMC
358
Planning Capital Management Corporation
Pennsylvania
$2.73K +$1.76K +139 New
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$2.53K – – –
AWM
360
Activest Wealth Management
Florida
$2.49K – – –
AA
361
Addison Advisors
Vermont
$2.08K – – –
ADL
362
Asset Dedication LLC
California
$2K – – –
MWA
363
Moser Wealth Advisors
Washington
$1.96K – – –
CAM
364
Chesapeake Asset Management
New York
$1.96K +$1.27K +100 New
VWM
365
Venturi Wealth Management
Texas
$1.67K – – –
FHA
366
First Horizon Advisors
Tennessee
$1.49K – – –
AF
367
Advisornet Financial
Minnesota
$1.33K +$710 +56 +467%
EBA
368
Eagle Bay Advisors
New York
$1.28K – – –
ME
369
McIlrath & Eck
Washington
$1.04K – – –
FIA
370
FNY Investment Advisers
New York
$1K – – –
FWM
371
FSA Wealth Management
Massachusetts
$1K +$533 +42 New
AW
372
Avion Wealth
Texas
$1K +$672 +53 New
VAG
373
VisionPoint Advisory Group
Texas
$982 – – –
WWM
374
Wolff Wiese Magana
California
$982 – – –
CWM
375
CarsonAllaria Wealth Management
Illinois
$942 – – –
13 14
15
16 17

RUN Hedge Fund Activity: Q4 2023 in Review

401 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q4 2023, worth a combined $4.39B — up 64% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new RUN positions and 66 closed out — a net gain of 10 holders — while 138 added to existing stakes and 120 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $51.4M. The largest seller was BNP Paribas Asset Management, cutting an estimated $62.2M.

  • 401 institutional investors held Sunrun (RUN) as of Q4 2023, up from 394 in Q3 2023.
  • Funds reported $4.39B of Sunrun stock for Q4 2023, up 64% quarter-over-quarter.
  • 76 funds opened new Sunrun positions in Q4 2023 and 66 closed out, a net change of +10 holders.
  • The largest Sunrun buyer in Q4 2023 was D.E. Shaw & Co, an estimated $51.4M added.
  • The largest Sunrun seller in Q4 2023 was BNP Paribas Asset Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2023.