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SUNE

SUNation Energy
SUNE

2 hedge funds and large institutions have $402K 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

0% more funds holding

Funds holding: 2 → 2 (0)

0% more ownership

Funds ownership: 0% → 0% (+0%)

25% less capital invested

Capital invested by funds: $535K → $402K (-$133K)

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
CCM
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
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Coldstream Capital Management
Washington
$166K +$107K +1 +100%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$27K – – –
LJAC
4
L.J. Altfest & Co
New York
$20K – – –
BlackRock
5
BlackRock
New York
$16.6K – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$16K – – –
ACA
7
Aptus Capital Advisors
Alabama
$14.1K – – –
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.1K – – –
GI
9
GAMCO Investors
Connecticut
$9.41K – – –
HF
10
HRT Financial
New York
$8K – – –
State Street
11
State Street
Massachusetts
$7.98K – – –
Northern Trust
12
Northern Trust
Illinois
$5.97K – – –
Morgan Stanley
13
Morgan Stanley
New York
$2.9K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$2.36K – – –
NA
15
NewEdge Advisors
Louisiana
$1.78K – – –
UBS Group
16
UBS Group
Switzerland
$1.58K – – –
Bank of America
17
Bank of America
North Carolina
$56 – – –
Wells Fargo
18
Wells Fargo
California
$34 – – –
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
– -$55.8K – –
JP Morgan Chase
20
JP Morgan Chase
New York
– -$7 – –

SUNE Hedge Fund Activity: Q4 2023 in Review

2 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q4 2023, worth a combined $402K — 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 $402K 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.