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409 hedge funds and large institutions have $4.41B invested in Sunrun in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 159 increasing their positions, 141 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 141

5.19% more ownership

Funds ownership: 91.36%96.55% (+5.2%)

4% less capital invested

Capital invested by funds: $4.62B → $4.41B (-$206M)

9% less funds holding

Funds holding: 449409 (-40)

28% less call options, than puts

Call options by funds: $235M | Put options by funds: $326M

45% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 76

Holders
409
Holders Change
-40
Holders Change %
-8.91%
% of All Funds
6.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
42
Increased
159
Reduced
141
Closed
76
Calls
$235M
Puts
$326M
Net Calls
-$91.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$623M -$2.72M -116,398 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$390M +$11.2M +480,905 +3%
OAG
3
Orbis Allan Gray
Bermuda
$265M +$22.3M +953,877 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$232M +$105M +4,501,071 +64%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$208M +$23.4M +1,002,636 New
BNP Paribas Asset Management
6
BNP Paribas Asset Management
France
$169M +$23.7M +1,015,603 +14%
Invesco
7
Invesco
Georgia
$137M +$14.4M +616,493 +10%
State Street
8
State Street
Massachusetts
$127M +$1.33M +56,973 +0.9%
GC
9
Greenvale Capital
United Kingdom
$118M +$45.5M +1,950,000 +50%
Morgan Stanley
10
Morgan Stanley
New York
$98.4M +$9.71M +416,379 +9%
DnB Asset Management
11
DnB Asset Management
Norway
$80.9M +$44.5M +1,907,817 +90%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$77.8M +$26.8M +1,147,262 +42%
Citadel Advisors
13
Citadel Advisors
Florida
$77.5M +$48.2M +2,066,331 +116%
Handelsbanken Fonder
14
Handelsbanken Fonder
Sweden
$76.7M +$14.7M +628,042 +20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$63.8M +$2.47M +105,843 +3%
Amundi
16
Amundi
France
$62M -$25.3M -1,086,592 -26%
SAM
17
Storebrand Asset Management
Norway
$59.2M +$20.5M +878,523 +43%
MU
18
Mirova US
Massachusetts
$53.6M +$678K +29,059 +1%
RS
19
Robeco Schweiz
Switzerland
$51.9M -$357K -15,300 -0.6%
EWA
20
EP Wealth Advisors
California
$44M +$10.2M +439,078 +4,516%
EAM
21
Erste Asset Management
Austria
$42.7M +$8.3M +355,635 +19%
M
22
Mirova
France
$42.1M +$2.09M +89,541 +4%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$41.1M +$7.32M +313,738 +18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$40.2M -$296K -12,687 -0.6%
PF
25
Phoenix Financial
Israel
$39.9M

RUN Hedge Fund Activity: Q1 2023 in Review

409 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q1 2023, worth a combined $4.41B — down 4.5% from $4.62B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of RUN and 42 opened new positions — a net loss of 34 holders — while 141 trimmed existing stakes and 159 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $105M. The largest seller was Amundi, cutting an estimated $25.3M.

  • 409 institutional investors held Sunrun (RUN) as of Q1 2023, down from 449 in Q4 2022.
  • Funds reported $4.41B of Sunrun stock for Q1 2023, down 4.5% quarter-over-quarter.
  • 42 funds opened new Sunrun positions in Q1 2023 and 76 closed out, a net change of -34 holders.
  • The largest Sunrun buyer in Q1 2023 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $105M added.
  • The largest Sunrun seller in Q1 2023 was Amundi, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2023.