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152 hedge funds and large institutions have $1.14B invested in Sunrun in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $32.3M | Put options by funds: $11.8M

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

8% more funds holding

Funds holding: 141152 (+11)

0.28% less ownership

Funds ownership: 82.63%82.35% (-0.28%)

4% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$48.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
152
Holders Change
+11
Holders Change %
+7.8%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
34
Increased
50
Reduced
37
Closed
22
Calls
$32.3M
Puts
$11.8M
Net Calls
+$20.4M
Net Calls Change
-$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$207M +$3.96M +286,200 +2%
Tiger Global Management
2
Tiger Global Management
New York
$185M +$13.2M +952,196 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.4M +$8.55M +618,002 +9%
SUT
4
SC US (TTGP)
California
$93M
BlackRock
5
BlackRock
New York
$79.9M +$1.85M +133,702 +2%
VanEck Associates
6
VanEck Associates
New York
$32.4M -$183K -13,200 -0.5%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$31.3M +$31.3M +2,260,933 +881%
FC
8
Foundation Capital
California
$29.1M -$47.1M -3,400,000 -59%
MTM
9
Millennium TVP Management
New York
$25.4M
AAP
10
Ardsley Advisory Partners
Connecticut
$25.1M +$1.11M +80,000 +4%
State Street
11
State Street
Massachusetts
$24.6M +$958K +69,226 +4%
Norges Bank
12
Norges Bank
Norway
$23.1M -$7.48M -540,313 -23%
Invesco
13
Invesco
Georgia
$22.9M -$502K -36,278 -2%
CS
14
Credit Suisse
Switzerland
$22.7M +$5.28M +381,814 +26%
Morgan Stanley
15
Morgan Stanley
New York
$17.1M +$9.71M +701,745 +105%
Millennium Management
16
Millennium Management
New York
$14.8M +$8.07M +583,013 +96%
Ameriprise
17
Ameriprise
Minnesota
$14.5M +$1.01M +72,769 +7%
Bank of America
18
Bank of America
North Carolina
$14.4M +$14.3M +1,033,929 +859%
Northern Trust
19
Northern Trust
Illinois
$13.3M +$1.1M +79,611 +8%
Handelsbanken Fonder
20
Handelsbanken Fonder
Sweden
$12.8M +$1.37M +99,343 +11%
DnB Asset Management
21
DnB Asset Management
Norway
$12M -$545K -39,370 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$10.7M +$757K +54,697 +7%
Jennison Associates
23
Jennison Associates
New York
$10.6M -$786K -56,801 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.51M -$1.07M -76,993 -10%
Deutsche Bank
25
Deutsche Bank
Germany
$7.26M +$1.95M +141,090 +32%

RUN Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q3 2018, worth a combined $1.14B — down 4.1% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new RUN positions and 22 closed out — a net gain of 12 holders — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $31.3M. The largest seller was Foundation Capital, cutting an estimated $47.1M.

  • 152 institutional investors held Sunrun (RUN) as of Q3 2018, up from 141 in Q2 2018.
  • Funds reported $1.14B of Sunrun stock for Q3 2018, down 4.1% quarter-over-quarter.
  • 34 funds opened new Sunrun positions in Q3 2018 and 22 closed out, a net change of +12 holders.
  • The largest Sunrun buyer in Q3 2018 was Neuberger Berman Group, an estimated $31.3M added.
  • The largest Sunrun seller in Q3 2018 was Foundation Capital, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2018.