RUN
Sunrun Inc. · Energy · Solar
Señales de momentum (gestores comparables):
amplitud de titulares +18.2% ·
flujo de acciones -17.7% ·
nuevas posiciones netas +15.4%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -6 | 196.81M | $2.62B | +7 | −12 |
| Q1 2026 | 125 | +1 | 207.05M | $2.49B | +14 | −14 |
| Q4 2025 | 123 | -4 | 185.03M | $3.41B | +1 | −4 |
| Q3 2025 | 21 | +4 | 114.84M | $1.99B | +5 | −2 |
| Q2 2025 | 15 | +2 | 94.34M | $771.67M | +3 | −1 |
| Q1 2025 | 10 | -1 | 25.67M | $150.42M | +1 | −2 |
| Q4 2024 | 11 | -3 | 22.55M | $208.57M | — | −3 |
| Q3 2024 | 13 | +2 | 15.28M | $276.06M | +2 | — |
| Q2 2024 | 11 | — | 18.58M | $220.39M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 5.32M | +0.6% | $96.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 5.32M | +0.6% | $96.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Millennium Management ✦ | 3.18M | -19.3% | $57.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Point72 Asset Management ✦ | 2.34M | -21.5% | $42.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.14M | +59.4% | $38.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.14M | +59.4% | $38.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 2.14M | +59.4% | $38.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 2.14M | +59.4% | $38.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 2.14M | +59.4% | $38.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 899.63K | -69.3% | $16.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 899.63K | -69.3% | $16.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Norges Bank ✦ (pasivo) | 639.34K | +22.5% | $11.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 233.73K | -1.1% | $4.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 204.25K | +1690.9% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 104.89K | +185.1% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 104.89K | +185.1% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 104.89K | +185.1% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 86.18K | Nuevo | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 19 | Soros Fund Management ✦ | 80.00K | -93.7% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 37.31K | Nuevo | $673,782 | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 37.31K | Nuevo | $673,782 | 0.0% | New | 1 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 26.04K | +5.0% | $470,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Two Sigma Investments | $1.56M | 0.0% |
| D. E. Shaw & Co. | $673,782 | 0.0% |
| D. E. Shaw & Co. | $673,782 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 234.90K acciones, $3,185 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.