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SUNE

SUNation Energy

2 hedge funds and large institutions have $1.35M invested in SUNation Energy in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $917K → $1.35M (+$432K)

0% less ownership

Funds ownership: 0%0% (-0%)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

60% less funds holding

Funds holding: 52 (-3)

Holders
2
Holders Change
-3
Holders Change %
-60%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$485K +$459K +1 New
CCM
2
Connective Capital Management
California
$164K
GI
3
GAMCO Investors
Connecticut
$139K -$459K -1 Closed
Millennium Management
4
Millennium Management
New York
$106K
LJAC
5
L.J. Altfest & Co
New York
$81K
BlackRock
6
BlackRock
New York
$70.7K
BCM
7
Bayesian Capital Management
New York
$51.3K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$50K
CCM
9
Coldstream Capital Management
Washington
$41.9K
BCM
10
Bridgeway Capital Management
Texas
$33.8K
State Street
11
State Street
Massachusetts
$31.4K
Renaissance Technologies
12
Renaissance Technologies
New York
$24K -$459K -1 Closed
Northern Trust
13
Northern Trust
Illinois
$23.5K
Morgan Stanley
14
Morgan Stanley
New York
$20.9K
IA
15
IFP Advisors
Florida
$20K
UBS Group
16
UBS Group
Switzerland
$6.95K
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$425 +$459K +1 New
Wells Fargo
18
Wells Fargo
California
$63
Bank of America
19
Bank of America
North Carolina
$14
NA
20
NewEdge Advisors
Louisiana
$7
CH
21
CVI Holdings
Delaware
-$124K -1 Closed
SM
22
Sabby Management
Florida
-$168K -1 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$33K
GF
24
Gabelli Funds
New York
-$30K
TA
25
Teton Advisors
New York
-$33K

SUNE Hedge Fund Activity: Q4 2022 in Review

2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q4 2022, worth a combined $1.35M — up 47% from $917K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SUNE and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $459K. The largest seller was GAMCO Investors, exiting entirely with an estimated $459K sold.

  • 2 institutional investors held SUNation Energy (SUNE) as of Q4 2022, down from 5 in Q3 2022.
  • Funds reported $1.35M of SUNation Energy stock for Q4 2022, up 47% quarter-over-quarter.
  • 2 funds opened new SUNation Energy positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest SUNation Energy buyer in Q4 2022 was Dimensional Fund Advisors, an estimated $459K added.
  • The largest SUNation Energy seller in Q4 2022 was GAMCO Investors, an estimated $459K sold.

Based on aggregated 13F filings for Q4 2022.