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SUNW

Sunworks, Inc.
SUNW

Delisted

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

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42 hedge funds and large institutions have $119M invested in Sunworks, Inc. in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,220% more capital invested

Capital invested by funds: $9M → $119M (+$110M)

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

50% more funds holding

Funds holding: 28 → 42 (+14)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

21% more call options, than puts

Call options by funds: $14M | Put options by funds: $11.6M

Holders
42
Holders Change
+14
Holders Change %
+50%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
11
Reduced
8
Closed
5
Calls
$14M
Puts
$11.6M
Net Calls
+$2.38M
Net Calls Change
+$2.9M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$66.5M
2
BlackRock
BlackRock
New York
+$6.54M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.96M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.59M
5
AA
ALPS Advisors
Colorado
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
HSA
Hussman Strategic Advisors
Maryland
-$2.49M
2
Citadel Advisors
Citadel Advisors
Florida
-$513K
3
Simplex Trading
Simplex Trading
Illinois
-$286K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$232K
5
Osaic Holdings
Osaic Holdings
Arizona
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Cutler Group
California
$185K +$171K +11,613 +1,161%
SSA
27
Schonfeld Strategic Advisors
New York
$178K -$26.4K -1,792 -13%
XT
28
XTX Topco
Cayman Islands
$157K +$157K +10,669 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$26K +$25.3K +1,718 +2,148%
Wells Fargo
30
Wells Fargo
California
$24K +$22.8K +1,548 +1,433%
Citigroup
31
Citigroup
New York
$21K +$21.2K +1,435 New
AIC
32
Ameritas Investment Company
Nebraska
$5.87K +$5.9K +400 New
CCM
33
Covington Capital Management
California
$5K – – –
TC
34
Truvestments Capital
Florida
$3K +$2.77K +188 New
CWP
35
Concord Wealth Partners
Virginia
$3K +$2.95K +200 New
LWA
36
Lenox Wealth Advisors
New York
$3K +$2.95K +200 New
Simplex Trading
37
Simplex Trading
Illinois
$2K -$286K -19,416 -99%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$2K +$1.9K +129 New
SFS
39
Sowell Financial Services
Arkansas
$2K +$3.57K +242 New
AW
40
Avion Wealth
Texas
$1K -$4.42K -300 -75%
WWM
41
Wolff Wiese Magana
California
$1K – – –
GEA
42
Glen Eagle Advisors
New Jersey
$15 – – –
HF
43
HRT Financial
New York
– -$171K -33,542 Closed
AG
44
Algert Global
California
– -$116K -22,580 Closed
UBS Group
45
UBS Group
Switzerland
– -$18K -3,533 Closed
DWA
46
Dorsey Wright & Associates
California
– -$14K -2,800 Closed
RG
47
Retirement Group
California
– -$3K -600 Closed
1
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SUNW Hedge Fund Activity: Q1 2021 in Review

42 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Sunworks, Inc. (SUNW) for Q1 2021, worth a combined $119M — up 1,220% from $9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUNW positions and 5 closed out — a net gain of 14 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $66.5M. The largest seller was Hussman Strategic Advisors, cutting an estimated $2.49M.

  • 42 institutional investors held Sunworks, Inc. (SUNW) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $119M of Sunworks, Inc. stock for Q1 2021, up 1,220% quarter-over-quarter.
  • 19 funds opened new Sunworks, Inc. positions in Q1 2021 and 5 closed out, a net change of +14 holders.
  • The largest Sunworks, Inc. buyer in Q1 2021 was Invesco, an estimated $66.5M added.
  • The largest Sunworks, Inc. seller in Q1 2021 was Hussman Strategic Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2021.