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SUNW

Sunworks, Inc.
SUNW

Delisted

SUNW was delisted on the 14th of February, 2024.

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23 hedge funds and large institutions have $1.84M invested in Sunworks, Inc. in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

9% more capital invested

Capital invested by funds: $1.7M → $1.84M (+$146K)

4% less funds holding

Funds holding: 24 → 23 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FM
Fondren Management
Texas
+$195K
2
AAMU
Amundi Asset Management US
Massachusetts
+$63K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$58.1K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$38.1K
5
SEI Investments
SEI Investments
Pennsylvania
+$20.8K

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$33K
2
VF
Virtu Financial
New York
-$23K
3
Citadel Advisors
Citadel Advisors
Florida
-$17K
4
BlackRock
BlackRock
New York
-$5.28K
5
UBS Group
UBS Group
Switzerland
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
– -$2K -286 Closed
Morgan Stanley
27
Morgan Stanley
New York
– -$30 -4 -50%
RCAG
28
Rehmann Capital Advisory Group
Michigan
– +$410 +55 New
1
2

SUNW Hedge Fund Activity: Q1 2018 in Review

23 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Sunworks, Inc. (SUNW) for Q1 2018, worth a combined $1.84M — up 8.6% from $1.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SUNW and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Fondren Management, adding an estimated $195K. The largest seller was Macquarie Group, exiting entirely with an estimated $33K sold.

  • 23 institutional investors held Sunworks, Inc. (SUNW) as of Q1 2018, down from 24 in Q4 2017.
  • Funds reported $1.84M of Sunworks, Inc. stock for Q1 2018, up 8.6% quarter-over-quarter.
  • 4 funds opened new Sunworks, Inc. positions in Q1 2018 and 5 closed out, a net change of -1 holder.
  • The largest Sunworks, Inc. buyer in Q1 2018 was Fondren Management, an estimated $195K added.
  • The largest Sunworks, Inc. seller in Q1 2018 was Macquarie Group, an estimated $33K sold.

Based on aggregated 13F filings for Q1 2018.