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Spruce Power Holding Corp

44 hedge funds and large institutions have $16.9M invested in Spruce Power Holding Corp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

18.55% more ownership

Funds ownership: 2.37%20.93% (+19%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $19.3M → $16.9M (-$2.43M)

13% less call options, than puts

Call options by funds: $254K | Put options by funds: $292K

25% less funds holding

Funds holding: 5944 (-15)

71% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 21

Holders
44
Holders Change
-15
Holders Change %
-25.42%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
17
Reduced
14
Closed
21
Calls
$254K
Puts
$292K
Net Calls
-$38K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.42M -$4 -1 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.68M +$34.3K +8,200 +1%
Macquarie Group
3
Macquarie Group
Australia
$2.45M +$526K +125,580 +29%
MIG
4
MGG Investment Group
New York
$2M
CP
5
Clayton Partners
California
$1.26M +$800K +191,217 +204%
BlackRock
6
BlackRock
New York
$955K +$48.5K +11,584 +6%
Renaissance Technologies
7
Renaissance Technologies
New York
$610K -$11.8K -2,830 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$609K -$13 -3 -0%
Morgan Stanley
9
Morgan Stanley
New York
$575K +$297K +70,999 +120%
BCM
10
Bridgeway Capital Management
Texas
$541K +$49.8K +11,899 +11%
GCP
11
GSA Capital Partners
United Kingdom
$349K +$19K +4,545 +6%
State Street
12
State Street
Massachusetts
$216K -$8 -2 -0%
Northern Trust
13
Northern Trust
Illinois
$204K +$83.7K +19,997 +76%
Squarepoint
14
Squarepoint
New York
$202K +$130K +31,043 +212%
Invesco
15
Invesco
Georgia
$149K +$1.88K +449 +1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$145K -$4 -1 -0%
EFS
17
Essex Financial Services
Connecticut
$107K -$4 -1 -0%
Bank of America
18
Bank of America
North Carolina
$81.8K -$347 -83 -0.4%
Millennium Management
19
Millennium Management
New York
$62.2K +$42.6K +10,170 +261%
AAP
20
Ardsley Advisory Partners
Connecticut
$59.7K +$56.6K +13,512 New
Jane Street
21
Jane Street
New York
$58.4K +$10K +2,389 +22%
EL
22
EMFO LLC
Florida
$40K
Group One Trading
23
Group One Trading
Illinois
$24.9K +$2.67K +637 +13%
TRCT
24
Tower Research Capital (TRC)
New York
$14.3K +$5.86K +1,399 +76%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$13K +$4.2K +1,004 +55%

SPRU Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Spruce Power Holding Corp (SPRU) for Q4 2023, worth a combined $16.9M — down 13% from $19.3M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SPRU and 6 opened new positions — a net loss of 15 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Clayton Partners, adding an estimated $800K. The largest seller was Cresset Asset Management, exiting entirely with an estimated $622K sold.

  • 44 institutional investors held Spruce Power Holding Corp (SPRU) as of Q4 2023, down from 59 in Q3 2023.
  • Funds reported $16.9M of Spruce Power Holding Corp stock for Q4 2023, down 13% quarter-over-quarter.
  • 6 funds opened new Spruce Power Holding Corp positions in Q4 2023 and 21 closed out, a net change of -15 holders.
  • The largest Spruce Power Holding Corp buyer in Q4 2023 was Clayton Partners, an estimated $800K added.
  • The largest Spruce Power Holding Corp seller in Q4 2023 was Cresset Asset Management, an estimated $622K sold.

Based on aggregated 13F filings for Q4 2023.