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SUNE

SUNation Energy
SUNE

3 hedge funds and large institutions have $1.3M invested in SUNation Energy in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

0% more ownership

Funds ownership: 0% → 0% (+0%)

4% less capital invested

Capital invested by funds: $1.35M → $1.3M (-$53.5K)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Coldstream Capital Management
Washington
+$294K

Top Sellers

Rank Fund Capital Flow
1
CCM
Connective Capital Management
California
-$164K
2
BCM
Bayesian Capital Management
New York
-$51.3K
3
BCM
Bridgeway Capital Management
Texas
-$33.8K
4
Bank of America
Bank of America
North Carolina
-$14
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$331K – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$278K – – –
CCM
3
Coldstream Capital Management
Washington
$156K +$294K +1 New
Renaissance Technologies
4
Renaissance Technologies
New York
$105K – – –
GI
5
GAMCO Investors
Connecticut
$71.1K – – –
LJAC
6
L.J. Altfest & Co
New York
$55K – – –
VF
7
Virtu Financial
New York
$49K – – –
BlackRock
8
BlackRock
New York
$44.7K – – –
DekaBank Deutsche Girozentrale
9
DekaBank Deutsche Girozentrale
Germany
$37K – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.3K – – –
TSS
11
Two Sigma Securities
New York
$31.3K – – –
State Street
12
State Street
Massachusetts
$21.4K – – –
IA
13
IFP Advisors
Florida
$20.2K – – –
Millennium Management
14
Millennium Management
New York
$18K – – –
UBS Group
15
UBS Group
Switzerland
$17K – – –
Northern Trust
16
Northern Trust
Illinois
$16K – – –
NA
17
NewEdge Advisors
Louisiana
$4.78K – – –
Morgan Stanley
18
Morgan Stanley
New York
$4.51K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$2K – – –
Wells Fargo
20
Wells Fargo
California
$72 – – –
Bank of America
21
Bank of America
North Carolina
– -$14 – –
BCM
22
Bayesian Capital Management
New York
– -$51.3K – –
BCM
23
Bridgeway Capital Management
Texas
– -$33.8K – –
CCM
24
Connective Capital Management
California
– -$164K – –

SUNE Hedge Fund Activity: Q1 2023 in Review

3 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q1 2023, worth a combined $1.3M — down 4% from $1.35M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SUNE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $294K. The largest seller was Connective Capital Management, cutting an estimated $164K.

  • 3 institutional investors held SUNation Energy (SUNE) as of Q1 2023, up from 2 in Q4 2022.
  • Funds reported $1.3M of SUNation Energy stock for Q1 2023, down 4% quarter-over-quarter.
  • 1 fund opened new SUNation Energy positions in Q1 2023 and 0 closed out, a net change of +1 holder.
  • The largest SUNation Energy buyer in Q1 2023 was Coldstream Capital Management, an estimated $294K added.
  • The largest SUNation Energy seller in Q1 2023 was Connective Capital Management, an estimated $164K sold.

Based on aggregated 13F filings for Q1 2023.