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Solarmax Technology

30 hedge funds and large institutions have $4.51M invested in Solarmax Technology in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

43% more funds holding

Funds holding: 2130 (+9)

0.24% more ownership

Funds ownership: 2.79%3.03% (+0.24%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

61% less capital invested

Capital invested by funds: $11.5M → $4.51M (-$6.99M)

Holders
30
Holders Change
+9
Holders Change %
+42.86%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
4
Reduced
6
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.11M +$3.01M +336,848 New
Millennium Management
2
Millennium Management
New York
$829K +$525K +58,818 +30%
Morgan Stanley
3
Morgan Stanley
New York
$545K -$3.96M -442,951 -73%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$368K +$767K +85,940 +331%
BlackRock
5
BlackRock
New York
$286K +$558K +62,534 +257%
Goldman Sachs
6
Goldman Sachs
New York
$250K +$679K +76,023 New
HF
7
HRT Financial
New York
$192K -$261K -29,178 -33%
Barclays
8
Barclays
United Kingdom
$155K +$422K +47,251 New
Charles Schwab
9
Charles Schwab
California
$107K +$291K +32,585 New
Citigroup
10
Citigroup
New York
$94.6K -$77.3K -8,661 -23%
Vanguard Group
11
Vanguard Group
Pennsylvania
$93.5K +$254K +28,415 New
CIA
12
Concurrent Investment Advisors
Florida
$81.1K +$95.1K +10,650 +76%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$77.6K +$211K +23,600 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$73.7K +$120K +13,420 New
State Street
15
State Street
Massachusetts
$63.8K +$173K +19,378 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$49K +$133K +14,903 New
Marshall Wace
17
Marshall Wace
United Kingdom
$33.8K -$14.8K -1,653 -14%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$25.9K +$70.3K +7,872 New
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$17.8K +$48.2K +5,402 New
JP Morgan Chase
20
JP Morgan Chase
New York
$13K -$483K -54,124 -93%
CF
21
Corebridge Financial
Texas
$9.03K +$24.4K +2,737 New
Bank of America
22
Bank of America
North Carolina
$8.57K -$54.4K -6,094 -70%
Wells Fargo
23
Wells Fargo
California
$6.51K +$17.7K +1,979 New
UBS Group
24
UBS Group
Switzerland
$5.08K +$13.8K +1,545 New
TRCT
25
Tower Research Capital (TRC)
New York
$5.02K +$13.6K +1,525 New

SMXT Hedge Fund Activity: Q2 2024 in Review

30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Solarmax Technology (SMXT) for Q2 2024, worth a combined $4.51M — down 61% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMXT positions and 11 closed out — a net gain of 9 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $3.01M. The largest seller was Morgan Stanley, cutting an estimated $3.96M.

  • 30 institutional investors held Solarmax Technology (SMXT) as of Q2 2024, up from 21 in Q1 2024.
  • Funds reported $4.51M of Solarmax Technology stock for Q2 2024, down 61% quarter-over-quarter.
  • 20 funds opened new Solarmax Technology positions in Q2 2024 and 11 closed out, a net change of +9 holders.
  • The largest Solarmax Technology buyer in Q2 2024 was Invesco, an estimated $3.01M added.
  • The largest Solarmax Technology seller in Q2 2024 was Morgan Stanley, an estimated $3.96M sold.

Based on aggregated 13F filings for Q2 2024.