RUN
Sunrun Inc. · Energy · Solar
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones +13.9% ·
nuevas posiciones netas -10.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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 | State Street Global Advisors ✦ (pasivo) | 9.12M | -4.9% | $53.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 9.12M | -4.9% | $53.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 5.46M | +2.7% | $32.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 5.46M | +2.7% | $32.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Soros Fund Management ✦ | 5.19M | +209.7% | $30.41M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 6 | Soros Fund Management ✦ | 5.19M | +209.7% | $30.41M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 7 | Millennium Management ✦ | 2.54M | +596.7% | $14.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Millennium Management ✦ | 2.54M | +596.7% | $14.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 1.16M | +77.1% | $6.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.16M | +77.1% | $6.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Marshall Wace ✦ | 1.12M | +91.2% | $6.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Marshall Wace ✦ | 1.12M | +91.2% | $6.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 423.99K | Nuevo | $2.48M | 0.0% | New | 1 | SEC ↗ |
| 14 | Norges Bank ✦ (pasivo) | 299.60K | -91.1% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 190.63K | +8.2% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 165.80K | -43.1% | $944,242 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 165.80K | -43.1% | $944,242 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 165.80K | -43.1% | $944,242 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 165.80K | -43.1% | $944,242 | 0.0% | ▼ Trim | 4 | 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
| Point72 Asset Management | $2.48M | 0.0% |
Posición cerrada
| Wellington Management | $4.48M | era 0.0% |
| D. E. Shaw & Co. | $531,440 | era 0.0% |
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.