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477 hedge funds and large institutions have $10.9B invested in Sunrun in 2021 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 206 increasing their positions, 105 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 105

60% more call options, than puts

Call options by funds: $617M | Put options by funds: $384M

58% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 67

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

8% more funds holding

Funds holding: 442477 (+35)

1.58% more ownership

Funds ownership: 94.29%95.87% (+1.6%)

6% less capital invested

Capital invested by funds: $11.5B → $10.9B (-$647M)

Holders
477
Holders Change
+35
Holders Change %
+7.92%
% of All Funds
8.3%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
106
Increased
206
Reduced
105
Closed
67
Calls
$617M
Puts
$384M
Net Calls
+$233M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
401
BDO Wealth Advisors
Florida
$71K
SO
402
STRS Ohio
Ohio
$70K -$1.24M -25,600 -95%
HCP
403
Hexagon Capital Partners
Arkansas
$70K +$60.8K +1,260 New
CFFP
404
Center for Financial Planning
Michigan
$61K
FGAM
405
Financial Gravity Asset Management
Texas
$56K -$97 -2 Closed
PCTC
406
Perkins Coie Trust Company
Washington
$56K
CC
407
Cypress Capital
Tennessee
$56K +$48.9K +1,012 New
PCM
408
Penserra Capital Management
California
$55K +$30.4K +630 +165%
NFSG
409
Newbridge Financial Services Group
Florida
$45K +$29K +600 +300%
SAM
410
Shell Asset Management
Netherlands
$44K
IA
411
IFP Advisors
Florida
$42K -$2.99K -62 -8%
TFM
412
TFC Financial Management
Massachusetts
$42K +$36.2K +750 New
T
413
TOBAM
France
$38K
FIA
414
FNY Investment Advisers
New York
$37K +$32.6K +675 New
RCA
415
Ranch Capital Advisors
Florida
$34K -$30.2K -625 Closed
RMC
416
Resources Management Corp
Connecticut
$32K +$28K +580 New
AF
417
Advisornet Financial
Minnesota
$31K -$7K -145 -21%
VCM
418
Vigilant Capital Management
Maine
$28K
WBC
419
West Branch Capital
Massachusetts
$28K +$24.1K +499 New
CFGS
420
Concourse Financial Group Securities
Alabama
$28K +$24.1K +500 New
HI
421
Harbour Investments
Wisconsin
$27K -$6.04K -125 -21%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$27K
S
423
SignatureFD
Georgia
$24K +$17K +352 +435%
ST
424
Sageworth Trust
Pennsylvania
$23K +$20.3K +420 New
FWM
425
FFT Wealth Management
Pennsylvania
$21K +$18K +372 New

RUN Hedge Fund Activity: Q2 2021 in Review

477 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q2 2021, worth a combined $10.9B — down 5.6% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new RUN positions and 67 closed out — a net gain of 39 holders — while 206 added to existing stakes and 105 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $170M. The largest seller was Fidelity Investments, cutting an estimated $399M.

  • 477 institutional investors held Sunrun (RUN) as of Q2 2021, up from 442 in Q1 2021.
  • Funds reported $10.9B of Sunrun stock for Q2 2021, down 5.6% quarter-over-quarter.
  • 106 funds opened new Sunrun positions in Q2 2021 and 67 closed out, a net change of +39 holders.
  • The largest Sunrun buyer in Q2 2021 was Orbis Allan Gray, an estimated $170M added.
  • The largest Sunrun seller in Q2 2021 was Fidelity Investments, an estimated $399M sold.

Based on aggregated 13F filings for Q2 2021.