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123 hedge funds and large institutions have $512M invested in Sunrun in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

12% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $987K

10% more capital invested

Capital invested by funds: $466M → $512M (+$46.4M)

1.93% more ownership

Funds ownership: 79.05%80.98% (+1.9%)

1% less funds holding

Funds holding: 124123 (-1)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
27
Increased
43
Reduced
31
Closed
28
Calls
$1.11M
Puts
$987K
Net Calls
+$122K
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.5M +$539K +93,765 +0.6%
FC
2
Foundation Capital
California
$52.2M -$5.17M -900,000 -9%
SUT
3
SC US (TTGP)
California
$44.1M
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.9M +$3.86M +671,919 +12%
BlackRock
5
BlackRock
New York
$35.5M +$198K +34,454 +0.6%
DnB Asset Management
6
DnB Asset Management
Norway
$31.6M +$1.22M +212,607 +4%
QAM
7
Quentec Asset Management
New York
$27.2M -$3.21M -559,179 -11%
BG
8
Baupost Group
Massachusetts
$16.8M
GC
9
Guggenheim Capital
Illinois
$15.7M +$3.63M +632,070 +31%
VanEck Associates
10
VanEck Associates
New York
$15.3M -$454K -78,900 -3%
MTM
11
Millennium TVP Management
New York
$12M
Millennium Management
12
Millennium Management
New York
$11.8M +$3.05M +531,030 +36%
State Street
13
State Street
Massachusetts
$10.9M +$577K +100,390 +6%
Handelsbanken Fonder
14
Handelsbanken Fonder
Sweden
$8.05M +$3.99M +694,402 +104%
UIC
15
Uniplan Investment Counsel
Wisconsin
$8.03M -$104K -18,085 -1%
CS
16
Credit Suisse
Switzerland
$6.91M -$172K -29,970 -2%
ACM
17
Arosa Capital Management
Florida
$6.72M +$799K +138,958 +14%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$5.71M +$2.83M +492,189 +103%
Jennison Associates
19
Jennison Associates
New York
$5.7M +$5.56M +966,704 New
AAP
20
Ardsley Advisory Partners
Connecticut
$4.99M +$2.76M +480,200 +132%
Northern Trust
21
Northern Trust
Illinois
$4.97M -$187K -32,532 -4%
Invesco
22
Invesco
Georgia
$4.24M -$211K -36,655 -5%
Norges Bank
23
Norges Bank
Norway
$3.97M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.94M +$44.3K +7,701 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.48M +$841K +146,370 +33%

RUN Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q4 2017, worth a combined $512M — up 10% from $466M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RUN and 27 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 43 added.

The largest buyer was Jennison Associates, opening a new position worth an estimated $5.56M. The largest seller was Foundation Capital, cutting an estimated $5.17M.

  • 123 institutional investors held Sunrun (RUN) as of Q4 2017, down from 124 in Q3 2017.
  • Funds reported $512M of Sunrun stock for Q4 2017, up 10% quarter-over-quarter.
  • 27 funds opened new Sunrun positions in Q4 2017 and 28 closed out, a net change of -1 holder.
  • The largest Sunrun buyer in Q4 2017 was Jennison Associates, an estimated $5.56M added.
  • The largest Sunrun seller in Q4 2017 was Foundation Capital, an estimated $5.17M sold.

Based on aggregated 13F filings for Q4 2017.