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SUNE

SUNation Energy
SUNE

3 hedge funds and large institutions have $30M invested in SUNation Energy in 2015 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

9% more capital invested

Capital invested by funds: $27.5M → $30M (+$2.53M)

0% more funds holding

Funds holding: 3 → 3 (0)

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
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
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$212K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$122K
3
RCM
Rotella Capital Management
Washington
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.22M – – –
GI
2
GAMCO Investors
Connecticut
$4.31M – – –
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.5M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$2.94M – – –
GF
5
Gabelli Funds
New York
$2.63M – – –
TA
6
Teton Advisors
New York
$2M – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.95M – – –
BIT
8
BlackRock Institutional Trust
California
$1.25M – – –
AR
9
Advisory Research
Illinois
$838K – – –
CIC
10
Crawford Investment Counsel
Georgia
$642K – – –
BCM
11
Bridgeway Capital Management
Texas
$434K – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$336K – – –
BFA
13
BlackRock Fund Advisors
California
$292K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$289K – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$274K – – –
BTNA
16
Bremer Trust National Association
Minnesota
$271K – – –
Northern Trust
17
Northern Trust
Illinois
$254K – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$154K – – –
UBS Group
19
UBS Group
Switzerland
$120K – – –
Invesco
20
Invesco
Georgia
$77K – – –
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$61K – – –
Morgan Stanley
22
Morgan Stanley
New York
$42K – – –
NFA
23
Nationwide Fund Advisors
Ohio
$27K – – –
Bank of America
24
Bank of America
North Carolina
$21K – – –
US Bancorp
25
US Bancorp
Minnesota
$15K – – –
1
2

SUNE Hedge Fund Activity: Q1 2015 in Review

3 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q1 2015, worth a combined $30M — up 9.2% from $27.5M a quarter earlier.

Fund positioning in SUNE was balanced in Q1 2015: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 0 trimmed.

The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $212K.

  • 3 institutional investors held SUNation Energy (SUNE) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $30M of SUNation Energy stock for Q1 2015, up 9.2% quarter-over-quarter.
  • 0 funds opened new SUNation Energy positions in Q1 2015 and 0 closed out.
  • The largest SUNation Energy seller in Q1 2015 was Shepherd Kaplan Krochuk, an estimated $212K sold.

Based on aggregated 13F filings for Q1 2015.