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SUNation Energy

2 hedge funds and large institutions have $401K invested in SUNation Energy in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital inflows, than outflows

Capital inflows: $107K | Capital outflows: $55.8K

0.41% more ownership

Funds ownership: 6.24% → 6.65% (+0.41%)

0% more funds holding

Funds holding: 2 → 2 (0)

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Coldstream Capital Management
Coldstream Capital Management
Washington
+$107K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$55.8K
2
JP Morgan Chase
JP Morgan Chase
New York
-$7

SUNE Hedge Fund Activity: Q4 2023 in Review

2 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q4 2023, worth a combined $401K — down 25% from $535K a quarter earlier.

Fund positioning in SUNE was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Coldstream Capital Management, adding an estimated $107K. The largest seller was Dimensional Fund Advisors, cutting an estimated $55.8K.

  • 2 institutional investors held SUNation Energy (SUNE) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $401K of SUNation Energy stock for Q4 2023, down 25% quarter-over-quarter.
  • 0 funds opened new SUNation Energy positions in Q4 2023 and 0 closed out.
  • The largest SUNation Energy buyer in Q4 2023 was Coldstream Capital Management, an estimated $107K added.
  • The largest SUNation Energy seller in Q4 2023 was Dimensional Fund Advisors, an estimated $55.8K sold.

Based on aggregated 13F filings for Q4 2023.