Sunworks, Inc.
SUNW
SUNW was delisted on the 14th of February, 2024.
12 hedge funds and large institutions have $1.12M invested in Sunworks, Inc. in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.
713% more capital invested
Capital invested by funds: $138K → $1.12M (+$984K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$231K |
| 2 |
Jane Street
New York
|
+$76.3K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$73.2K |
| 4 |
HF
HRT Financial
New York
|
+$13.2K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$59.9K |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$33K |
| 3 |
VF
Virtu Financial
New York
|
-$20K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$10K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Creative Planning
Overland Park,
Kansas
| $555K | +$231K | +218,319 | New |
|
|
2
Jane Street
New York
| $183K | +$76.3K | +72,158 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $175K | +$73.2K | +69,219 | New |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $103K | +$5.02K | +4,744 | +13% |
|
5
Northern Trust
Chicago,
Illinois
| $49K | – | – | – |
|
|
HF
6
HRT Financial
New York
| $31K | +$13.2K | +12,527 | New |
|
7
BlackRock
New York
| $19K | -$1 | -1 | -0% |
|
|
8
UBS Group
Zurich,
Switzerland
| $6K | -$59.9K | -56,623 | -96% |
|
|
CCM
9
Covington Capital Management
Los Angeles,
California
| $1K | – | – | – |
|
|
VF
10
Virtu Financial
New York
| – | -$20K | -33,482 | Closed |
|
|
FFS
11
Founders Financial Securities
Towson,
Maryland
| – | -$33K | -25,000 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$10K | -15,882 | Closed |
|
|
CAN
13
Cetera Advisor Networks
El Segundo,
California
| – | -$1K | -1,006 | Closed |
|
14
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$568 | -537 | -100% |
|
15
Wells Fargo
San Francisco,
California
| – | +$73 | +69 | +209% |
|
SUNW Hedge Fund Activity: Q3 2020 in Review
12 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sunworks, Inc. (SUNW) for Q3 2020, worth a combined $1.12M — up 713% from $138K a quarter earlier.
Fund positioning in SUNW was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $231K. The largest seller was UBS Group, cutting an estimated $59.9K.
- 12 institutional investors held Sunworks, Inc. (SUNW) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $1.12M of Sunworks, Inc. stock for Q3 2020, up 713% quarter-over-quarter.
- 4 funds opened new Sunworks, Inc. positions in Q3 2020 and 4 closed out, a net change of 0 holders.
- The largest Sunworks, Inc. buyer in Q3 2020 was Creative Planning, an estimated $231K added.
- The largest Sunworks, Inc. seller in Q3 2020 was UBS Group, an estimated $59.9K sold.
Based on aggregated 13F filings for Q3 2020.