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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
EI
426
Ethic Inc
New York
-$183K -10,250 Closed
BBA
427
Baader Bank Aktiengesellschaft
Germany
-$179K -10,000 Closed
FG
428
Formula Growth
Quebec, Canada
-$179K -10,000 Closed
FBC
429
Fairfield, Bush & Co
Connecticut
-$141K -7,905 Closed
VIA
430
Virtus Investment Advisers
Connecticut
-$110K -6,149 Closed
Lazard Asset Management
431
Lazard Asset Management
New York
-$17K -960 Closed
PIAS
432
PCA Investment Advisory Services
Ohio
-$13.8K -775 Closed
AWM
433
Atticus Wealth Management
Florida
-$13.4K -750 Closed
NOI
434
Newton One Investments
Delaware
-$10.7K -600 Closed
Credit Agricole
435
Credit Agricole
France
-$8.93K -500 Closed
HS
436
Horan Securities
United States
-$8.29K -464 Closed
WP
437
WealthPLAN Partners
Nebraska
-$4.16K -233 Closed
Bessemer Group
438
Bessemer Group
New Jersey
-$3K -176 Closed
PWMG
439
Prestige Wealth Management Group
New Jersey
-$1.34K -75 Closed
DI
440
Disciplined Investments
Oklahoma
-$500 -28 Closed
EC
441
Elequin Capital
New York
-$447 -25 Closed
NC
442
NewSquare Capital
Pennsylvania
-$357 -20 Closed
FGAM
443
Financial Gravity Asset Management
Texas
-$25 -18 Closed
SWA
444
Sutton Wealth Advisors
Florida
-$179 -10 Closed
FA
445
Fiduciary Alliance
South Carolina
-$161 -9 Closed
CC
446
Chanos & Company
New York
-$132 -8 Closed
VF
447
VitalStone Financial
Texas
+$312 +19 +317%
SFG
448
Steward Financial Group
Texas
+$839 +51 New

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.