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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
BlackRock
1
BlackRock
New York
$411M +$83K +5,050 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$244M +$2.08M +126,321 +0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$178M +$61.6M +3,748,696 +36%
OAG
4
Orbis Allan Gray
Bermuda
$176M
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$133M +$5.33M +324,272 +3%
GC
6
Greenvale Capital
United Kingdom
$90.4M +$15.6M +950,000 +15%
Invesco
7
Invesco
Georgia
$89.7M +$6.85M +416,747 +6%
State Street
8
State Street
Massachusetts
$81.4M +$1.18M +71,562 +1%
Amundi
9
Amundi
France
$62.7M +$19.5M +1,187,932 +31%
DnB Asset Management
10
DnB Asset Management
Norway
$60.1M +$1.91M +115,927 +2%
Morgan Stanley
11
Morgan Stanley
New York
$59.1M +$9.85M +599,025 +15%
Handelsbanken Fonder
12
Handelsbanken Fonder
Sweden
$47.9M +$82.2K +5,000 +0.1%
RS
13
Robeco Schweiz
Switzerland
$45M +$15.5M +945,000 +36%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$43.4M +$1.61M +97,785 +3%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$39.7M +$51.9M +3,157,111 New
EAM
16
Erste Asset Management
Austria
$39.2M +$9.76M +593,696 +23%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$38.3M +$33.2M +2,021,834 +197%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$32.7M -$12.3M -748,936 -22%
Citadel Advisors
19
Citadel Advisors
Florida
$31.7M -$21.1M -1,280,512 -34%
SAM
20
Storebrand Asset Management
Norway
$28.2M +$1.91M +116,306 +5%
Deutsche Bank
21
Deutsche Bank
Germany
$28M +$19.4M +1,180,823 +113%
ECP
22
Electron Capital Partners
New York
$27.8M +$12.7M +770,234 +53%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$25.5M +$4.6M +280,017 +16%
M
24
Mirova
France
$25.5M +$893K +54,286 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$23.6M -$738K -44,873 -2%

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.