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SUNE

SUNation Energy
SUNE

3 hedge funds and large institutions have $32.5M invested in SUNation Energy in 2014 Q1 according to their latest regulatory filings, with funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $29.2M → $32.5M (+$3.38M)

0% more funds holding

Funds holding: 3 → 3 (0)

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
KAM
Keeley Asset Management
Illinois
-$883K
2
LSV Asset Management
LSV Asset Management
Illinois
-$478K
3
Barclays
Barclays
United Kingdom
-$3K
4
Bank of America
Bank of America
North Carolina
-$1K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$8.1M – – –
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$4.67M – – –
GI
3
GAMCO Investors
Connecticut
$4.62M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$2.89M – – –
GF
5
Gabelli Funds
New York
$2.19M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.02M – – –
TA
7
Teton Advisors
New York
$1.76M – – –
BIT
8
BlackRock Institutional Trust
California
$1.35M – – –
AR
9
Advisory Research
Illinois
$1.2M – – –
CIC
10
Crawford Investment Counsel
Georgia
$479K – – –
BCM
11
Bridgeway Capital Management
Texas
$403K – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$356K – – –
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$342K – – –
BFA
14
BlackRock Fund Advisors
California
$341K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$329K – – –
Northern Trust
16
Northern Trust
Illinois
$328K – – –
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
$323K – – –
BTNA
18
Bremer Trust National Association
Minnesota
$306K – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$173K – – –
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$107K – – –
Morgan Stanley
21
Morgan Stanley
New York
$88K – – –
U
22
UBS
Switzerland
$85K – – –
NFA
23
Nationwide Fund Advisors
Ohio
$30K – – –
US Bancorp
24
US Bancorp
Minnesota
$17K – – –
TRCT
25
Tower Research Capital (TRC)
New York
$15K – – –
1
2

SUNE Hedge Fund Activity: Q1 2014 in Review

3 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q1 2014, worth a combined $32.5M — up 12% from $29.2M a quarter earlier.

Fund positioning in SUNE was balanced in Q1 2014: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 0 trimmed.

The largest seller was Keeley Asset Management, cutting an estimated $883K.

  • 3 institutional investors held SUNation Energy (SUNE) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $32.5M of SUNation Energy stock for Q1 2014, up 12% quarter-over-quarter.
  • 0 funds opened new SUNation Energy positions in Q1 2014 and 0 closed out.
  • The largest SUNation Energy seller in Q1 2014 was Keeley Asset Management, an estimated $883K sold.

Based on aggregated 13F filings for Q1 2014.