Sunworks, Inc.
SUNW
SUNW was delisted on the 14th of February, 2024.
39 hedge funds and large institutions have $6.44M invested in Sunworks, Inc. in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 10 closing their positions.
216% more call options, than puts
Call options by funds: $269K | Put options by funds: $85K
2.65% less ownership
Funds ownership: 15.28% → 12.64% (-2.6%)
9% less funds holding
Funds holding: 43 → 39 (-4)
24% less capital invested
Capital invested by funds: $8.5M → $6.44M (-$2.05M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$98.1K |
| 2 |
VF
Virtu Financial
New York
|
+$44.9K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$34.3K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$27.8K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$18.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$834K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$290K |
| 3 |
Renaissance Technologies
New York
|
-$164K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$94.9K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$91.8K |
SUNW Hedge Fund Activity: Q1 2023 in Review
39 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Sunworks, Inc. (SUNW) for Q1 2023, worth a combined $6.44M — down 24% from $8.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SUNW and 6 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 7 added.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $98.1K. The largest seller was Millennium Management, exiting entirely with an estimated $834K sold.
- 39 institutional investors held Sunworks, Inc. (SUNW) as of Q1 2023, down from 43 in Q4 2022.
- Funds reported $6.44M of Sunworks, Inc. stock for Q1 2023, down 24% quarter-over-quarter.
- 6 funds opened new Sunworks, Inc. positions in Q1 2023 and 10 closed out, a net change of -4 holders.
- The largest Sunworks, Inc. buyer in Q1 2023 was MAI Capital Management, an estimated $98.1K added.
- The largest Sunworks, Inc. seller in Q1 2023 was Millennium Management, an estimated $834K sold.
Based on aggregated 13F filings for Q1 2023.