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Spruce Power Holding Corp

98 hedge funds and large institutions have $193M invested in Spruce Power Holding Corp in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

3% more call options, than puts

Call options by funds: $37.8M | Put options by funds: $36.9M

0.22% less ownership

Funds ownership: 2.31%2.08% (-0.22%)

5% less funds holding

Funds holding: 10398 (-5)

11% less capital invested

Capital invested by funds: $218M → $193M (-$24.6M)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
24
Reduced
21
Closed
40
Calls
$37.8M
Puts
$36.9M
Net Calls
+$975K
Net Calls Change
+$9.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$78.9M +$12.1M +205,119 +21%
BlackRock
2
BlackRock
New York
$30.3M +$13.9M +235,877 +108%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$11.7M -$3.33M -56,593 -24%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$9.44M +$2.52M +42,743 +43%
MFA
5
Mayflower Financial Advisors
Massachusetts
$9.17M -$3.01M -51,025 -27%
AA
6
ALPS Advisors
Colorado
$7.75M +$6.85M +116,300 New
State Street
7
State Street
Massachusetts
$7.21M +$5.92M +100,445 +1,304%
Charles Schwab
8
Charles Schwab
California
$4.64M +$864K +14,668 +27%
Northern Trust
9
Northern Trust
Illinois
$4.31M +$2.5M +42,525 +192%
Morgan Stanley
10
Morgan Stanley
New York
$3.03M +$948K +16,096 +55%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.65M +$2.34M +39,795 New
SC
12
Sculptor Capital
New York
$1.95M +$1.32M +22,475 +330%
Bank of America
13
Bank of America
North Carolina
$1.65M +$369K +6,269 +34%
Swiss National Bank
14
Swiss National Bank
Switzerland
$1.28M +$1.13M +19,163 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.17M -$2.1M -35,604 -67%
N
16
Nuveen
North Carolina
$1.16M +$1.02M +17,373 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.06M +$674K +11,438 +256%
AllianceBernstein
18
AllianceBernstein
Tennessee
$957K +$846K +14,363 New
Vontobel Holding
19
Vontobel Holding
Switzerland
$837K +$53.3K +905 +8%
RIA
20
RPG Investment Advisory
California
$763K +$103K +1,750 +18%
SEC
21
Seven Eight Capital
New York
$706K +$624K +10,598 New
PI
22
PEAK6 Investments
Illinois
$613K +$542K +9,197 New
EMG
23
ETF Managers Group
New Jersey
$568K +$493K +8,364 New
UBS AM
24
UBS AM
Illinois
$546K +$482K +8,191 New
PPA
25
Parametric Portfolio Associates
Washington
$520K +$459K +7,798 New

SPRU Hedge Fund Activity: Q2 2021 in Review

98 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Spruce Power Holding Corp (SPRU) for Q2 2021, worth a combined $193M — down 11% from $218M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SPRU and 35 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $13.9M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $26.6M sold.

  • 98 institutional investors held Spruce Power Holding Corp (SPRU) as of Q2 2021, down from 103 in Q1 2021.
  • Funds reported $193M of Spruce Power Holding Corp stock for Q2 2021, down 11% quarter-over-quarter.
  • 35 funds opened new Spruce Power Holding Corp positions in Q2 2021 and 40 closed out, a net change of -5 holders.
  • The largest Spruce Power Holding Corp buyer in Q2 2021 was BlackRock, an estimated $13.9M added.
  • The largest Spruce Power Holding Corp seller in Q2 2021 was D.E. Shaw & Co, an estimated $26.6M sold.

Based on aggregated 13F filings for Q2 2021.