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SUNE

SUNation Energy
SUNE

2 hedge funds and large institutions have $535K invested in SUNation Energy in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 0% → 0% (-0%)

33% less funds holding

Funds holding: 3 → 2 (-1)

44% less capital invested

Capital invested by funds: $951K → $535K (-$416K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$169K
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$24K
3
IA
IFP Advisors
Florida
-$4.11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$182K – – –
CCM
2
Coldstream Capital Management
Washington
$83.3K – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.8K -$169K -1 Closed
Geode Capital Management
4
Geode Capital Management
Massachusetts
$39.9K – – –
LJAC
5
L.J. Altfest & Co
New York
$29K – – –
GI
6
GAMCO Investors
Connecticut
$28.7K – – –
BlackRock
7
BlackRock
New York
$23.9K – – –
ACA
8
Aptus Capital Advisors
Alabama
$20.2K – – –
GWANC
9
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.2K – – –
Renaissance Technologies
10
Renaissance Technologies
New York
$17K – – –
State Street
11
State Street
Massachusetts
$11.8K – – –
Northern Trust
12
Northern Trust
Illinois
$8.58K – – –
UBS Group
13
UBS Group
Switzerland
$6.79K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$2.82K – – –
NA
15
NewEdge Advisors
Louisiana
$2.55K – – –
Morgan Stanley
16
Morgan Stanley
New York
$2.48K – – –
Wells Fargo
17
Wells Fargo
California
$46 – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$7 – – –
DekaBank Deutsche Girozentrale
19
DekaBank Deutsche Girozentrale
Germany
– -$24K – –
IA
20
IFP Advisors
Florida
– -$4.11K – –

SUNE Hedge Fund Activity: Q3 2023 in Review

2 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q3 2023, worth a combined $535K — down 44% from $951K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SUNE and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $169K sold.

  • 2 institutional investors held SUNation Energy (SUNE) as of Q3 2023, down from 3 in Q2 2023.
  • Funds reported $535K of SUNation Energy stock for Q3 2023, down 44% quarter-over-quarter.
  • 0 funds opened new SUNation Energy positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest SUNation Energy seller in Q3 2023 was Dimensional Fund Advisors, an estimated $169K sold.

Based on aggregated 13F filings for Q3 2023.