Sunrun
176 hedge funds and large institutions have $1.86B invested in Sunrun in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 42 reducing their positions, and 26 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
74% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 42
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
37% more capital invested
Capital invested by funds: $1.35B → $1.86B (+$505M)
27% more call options, than puts
Call options by funds: $42.7M | Put options by funds: $33.7M
6% more funds holding
Funds holding: 166 → 176 (+10)
1.37% more ownership
Funds ownership: 84.38% → 85.75% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
+$53.4M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11.7M |
| 3 |
BlackRock
New York
|
+$11.6M |
| 4 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$8.94M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SUT
SC US (TTGP)
Menlo Park,
California
|
-$60.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$37M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$7.32M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.03M |
| 5 |
Bank of New York Mellon
New York
|
-$6.13M |
RUN Hedge Fund Activity: Q2 2019 in Review
176 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q2 2019, worth a combined $1.86B — up 37% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new RUN positions and 26 closed out — a net gain of 12 holders — while 73 added to existing stakes and 42 trimmed.
The largest buyer was Tiger Global Management, adding an estimated $53.4M. The largest seller was SC US (TTGP), cutting an estimated $60.8M.
- 176 institutional investors held Sunrun (RUN) as of Q2 2019, up from 166 in Q1 2019.
- Funds reported $1.86B of Sunrun stock for Q2 2019, up 37% quarter-over-quarter.
- 38 funds opened new Sunrun positions in Q2 2019 and 26 closed out, a net change of +12 holders.
- The largest Sunrun buyer in Q2 2019 was Tiger Global Management, an estimated $53.4M added.
- The largest Sunrun seller in Q2 2019 was SC US (TTGP), an estimated $60.8M sold.
Based on aggregated 13F filings for Q2 2019.