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SUNE

SUNation Energy
SUNE

8 hedge funds and large institutions have $82.1K invested in SUNation Energy in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 0% → 0.01% (+0%)

20% less funds holding

Funds holding: 10 → 8 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

82% less capital invested

Capital invested by funds: $458K → $82.1K (-$376K)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
3
Reduced
–
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
+$76.8K
2
TRCT
Tower Research Capital (TRC)
New York
+$5.43K
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.88K
4
UBS Group
UBS Group
Switzerland
+$1.55K
5
Morgan Stanley
Morgan Stanley
New York
+$775

Top Sellers

Rank Fund Capital Flow
1
SM
Sabby Management
Florida
-$373K
2
AFM
Anson Funds Management
Texas
-$17.9K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$7.11K
4
State Street
State Street
Massachusetts
-$4.32K
5
HF
HRT Financial
New York
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$70.2K +$76.8K +99 +283%
TRCT
2
Tower Research Capital (TRC)
New York
$4.75K +$5.43K +7 +350%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.96K +$3.88K +5 +500%
RS
4
R Squared
Hong Kong
$1.84K +$3.1K +4 New
UBS Group
5
UBS Group
Switzerland
$826 +$1.55K +2 New
Morgan Stanley
6
Morgan Stanley
New York
$608 +$775 +1 New
SS
7
SBI Securities
Japan
$508 +$775 +1 New
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$295 – – –
BlackRock
9
BlackRock
New York
$76 – – –
Bank of America
10
Bank of America
North Carolina
$32 – – –
NA
11
NewEdge Advisors
Louisiana
$11 – – –
DB
12
Danske Bank
Denmark
$3 – – –
SM
13
Sabby Management
Florida
– -$373K -278 Closed
AFM
14
Anson Funds Management
Texas
– -$17.9K -13 Closed
Geode Capital Management
15
Geode Capital Management
Massachusetts
– -$7.11K -5 Closed
HF
16
HRT Financial
New York
– -$3K -3 Closed
State Street
17
State Street
Massachusetts
– -$4.32K -3 Closed
Jane Street
18
Jane Street
New York
– -$1.61K -1 Closed
HWA
19
HHM Wealth Advisors
Tennessee
– -$3 – –

SUNE Hedge Fund Activity: Q4 2024 in Review

8 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SUNation Energy (SUNE) for Q4 2024, worth a combined $82.1K — down 82% from $458K a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SUNE and 4 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.

The largest buyer was Avantax Planning Partners, adding an estimated $76.8K. The largest seller was Sabby Management, exiting entirely with an estimated $373K sold.

  • 8 institutional investors held SUNation Energy (SUNE) as of Q4 2024, down from 10 in Q3 2024.
  • Funds reported $82.1K of SUNation Energy stock for Q4 2024, down 82% quarter-over-quarter.
  • 4 funds opened new SUNation Energy positions in Q4 2024 and 6 closed out, a net change of -2 holders.
  • The largest SUNation Energy buyer in Q4 2024 was Avantax Planning Partners, an estimated $76.8K added.
  • The largest SUNation Energy seller in Q4 2024 was Sabby Management, an estimated $373K sold.

Based on aggregated 13F filings for Q4 2024.