Sunrun
414 hedge funds and large institutions have $3.2B invested in Sunrun in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 141 increasing their positions, 129 reducing their positions, and 55 closing their positions.
24% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 55
9.45% more ownership
Funds ownership: 101.38% → 110.82% (+9.4%)
3% more funds holding
Funds holding: 401 → 414 (+13)
9% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 129
26% less capital invested
Capital invested by funds: $4.34B → $3.2B (-$1.13B)
34% less call options, than puts
Call options by funds: $295M | Put options by funds: $450M
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$96.5M |
| 2 |
Millennium Management
New York
|
+$57.9M |
| 3 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$40.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Asset Management
Paris,
France
|
-$71.9M |
| 2 |
D.E. Shaw & Co
New York
|
-$56.6M |
| 3 |
MCM
Moore Capital Management
New York
|
-$31.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$29.3M |
| 5 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$25.5M |
RUN Hedge Fund Activity: Q1 2024 in Review
414 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Sunrun (RUN) for Q1 2024, worth a combined $3.2B — down 26% from $4.34B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new RUN positions and 55 closed out — a net gain of 13 holders — while 141 added to existing stakes and 129 trimmed.
The largest buyer was BlackRock, adding an estimated $96.5M. The largest seller was BNP Paribas Asset Management, cutting an estimated $71.9M.
- 414 institutional investors held Sunrun (RUN) as of Q1 2024, up from 401 in Q4 2023.
- Funds reported $3.2B of Sunrun stock for Q1 2024, down 26% quarter-over-quarter.
- 68 funds opened new Sunrun positions in Q1 2024 and 55 closed out, a net change of +13 holders.
- The largest Sunrun buyer in Q1 2024 was BlackRock, an estimated $96.5M added.
- The largest Sunrun seller in Q1 2024 was BNP Paribas Asset Management, an estimated $71.9M sold.
Based on aggregated 13F filings for Q1 2024.