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Sunworks, Inc.

SUNWDelisted Apr 9, 2024
Industry
Miscellaneous Electrical Machinery, Equipment & Supplies
SEC CIK
0001172631

Sunworks, Inc. was delisted on Apr 9, 2024; its insiders filed their last Form 4 on Jan 18, 2024; 31 institutions reported holding it in 13F filings for Q4 2023, worth $1.43M in total; no superinvestor held it.

13F holders, Q1 2022

Institutional positions in Sunworks, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
58
+12 vs. Q4 2021
Shares held
5.65M
−2.32M (−29.1%) vs. Q4 2021
Total value
$14.2M
−$10.2M (−41.8%) vs. Q4 2021
New holders
19
17 more added
Sold out
7
9 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SUNW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 58 institutions
Q1 2021: 42 institutionsQ2 2021: 39 institutionsQ3 2021: 46 institutionsQ4 2021: 46 institutionsQ1 2022: 58 institutionsQ2 2022: 41 institutionsQ3 2022: 51 institutionsQ4 2022: 44 institutionsQ1 2023: 39 institutionsQ2 2023: 40 institutionsQ3 2023: 37 institutionsQ4 2023: 31 institutionsQ1 2024: 3 institutionsQ2 2024: 3 institutionsQ3 2024: 2 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 0 institutionsQ1 2026: 1 institutionQ2 2026: 0 institutions
Value heldQ1 2022: $14.2M
Q1 2021: $118.9MQ2 2021: $96.9MQ3 2021: $53.7MQ4 2021: $24.5MQ1 2022: $14.2MQ2 2022: $6.63MQ3 2022: $15.9MQ4 2022: $8.54MQ1 2023: $6.44MQ2 2023: $4.79MQ3 2023: $1.86MQ4 2023: $1.43MQ1 2024: $6.26KQ2 2024: $649Q3 2024: $15Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SUNW and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20261$0
Q4 20250$0
Q3 20251$0
Q2 20251$0
Q1 20251$0
Q4 20241$0
Q3 20242$15
Q2 20243$649
Q1 20243$6.26K
Q4 202331$1.43M
Q3 202337$1.86M
Q2 202340$4.79M
Q1 202339$6.44M
Q4 202244$8.54M
Q3 202251$15.9M
Q2 202241$6.63M
Q1 202258$14.2M
Q4 202146$24.5M
Q3 202146$53.7M
Q2 202139$96.9M
Q1 202142$118.9M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Sunworks, Inc.; share changes are against Q4 2021.

Institutions holding SUNW in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc1,035,805$2.61M0.00%−173,890−14.4%Reduced
Millennium Management LLC603,519$1.52M0.00%+603,519New
Renaissance Technologies LLC565,201$1.42M0.00%−535,445−48.6%Reduced
BlackRock Inc.491,894$1.24M0.00%+1,591+0.3%Added
D. E. Shaw & Co., Inc.306,733$773.0K0.00%+292,571+2,065.9%Added
Geode Capital Management, LLC269,387$678.0K0.00%+32,625+13.8%Added
HRT Financial LP229,927$579.0K0.00%+2,601+1.1%Added
Jane Street Group, LLC200,218$505.0K0.00%+106,023+112.6%Added
Morgan Stanley175,605$443.0K0.00%−244,723−58.2%Reduced
Cubist Systematic Strategies, LLC155,559$392.0K0.00%+155,559New
Goldman Sachs Group Inc141,496$356.0K0.00%+12,488+9.7%Added
Balyasny Asset Management LLC137,628$347.0K0.00%+137,628New
ExodusPoint Capital Management, LP126,591$319.0K0.00%+82,953+190.1%Added
Hussman Strategic Advisors, Inc.124,000$312.0K0.06%00.0%Unchanged
Ergoteles LLC111,000$280.0K0.01%+111,000New
Creative Planning102,119$257.0K0.00%00.0%Unchanged
Marshall Wace, LLP89,095$224.0K0.00%+63,383+246.5%Added
State Street Corp88,353$223.0K0.00%+7,863+9.8%Added
Citadel Advisors LLC86,023$217.0K0.00%+17,476+25.5%Added
Squarepoint Ops LLC63,333$160.0K0.00%+63,333New
Old Mission Capital LLC59,210$149.0K0.00%+59,210New
Northern Trust Corp51,206$129.0K0.00%00.0%Unchanged
Price T Rowe Associates Inc44,600$112.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd44,379$112.0K0.00%+44,379New
Susquehanna Fundamental Investments, LLC34,902$88.0K0.00%−34,790−49.9%Reduced
Simplex Trading, LLC34,140$86.0K0.00%+29,659+661.9%Added
Connor, Clark & Lunn Investment Management Ltd.30,418$77.0K0.00%+30,418New
Bank of New York Mellon Corp28,950$73.0K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund25,806$65.0K0.00%+2,308+9.8%Added
Group One Trading, L.P.25,090$63.0K0.00%+25,090New
Verition Fund Management LLC21,392$54.0K0.00%+21,392New
Advisor Group Holdings, Inc.17,151$43.0K0.00%−52,121−75.2%Reduced
XTX Topco Ltd15,768$40.0K0.02%+15,768New
Cutler Group LP15,601$39.0K0.00%+11,744+304.5%Added
UBS Group AG12,426$31.0K0.00%+5,784+87.1%Added
Susquehanna International Group, LLP11,770$30.0K0.00%−367,246−96.9%Reduced
Wolverine Trading, LLC11,518$30.0K0.00%−7,561−39.6%Reduced
Jump Financial, LLC11,616$29.0K0.00%−20,784−64.1%Reduced
First Republic Investment Management, Inc.11,528$29.0K0.00%+11,528New
Colonial River Wealth Management, LLC10,625$27.0K0.02%00.0%Unchanged
Credit Suisse AG10,000$25.0K0.00%+10,000New
Federation des caisses Desjardins du Quebec7,300$18.4K0.00%+7,300New
Royal Bank of Canada2,737$7.00K0.00%+2,723+19,450.0%Added
Aquatic Capital Management LLC2,200$6.00K0.01%+2,200New
Bank of America Corp2,170$5.00K0.00%+169+8.4%Added
Wells Fargo & Company1,182$3.00K0.00%−985−45.5%Reduced
Rational Advisors LLC1,048$3.00K0.00%+1,048New
Prospera Financial Services Inc1,000$3.00K0.00%+1,000New
Credit Agricole S A480$1.00K0.00%00.0%Unchanged
Covington Capital Management316$1.00K0.00%00.0%Unchanged
1832 Asset Management L.P.500$1.00K0.00%+500New
Koshinski Asset Management, Inc.140$3530.00%00.0%Unchanged
Tower Research Capital LLC (TRC)174$00.00%+5+3.0%Added
Lenox Wealth Advisors, LLC200$00.00%00.0%Unchanged
Avion Wealth100$00.00%00.0%Unchanged
Wolff Wiese Magana LLC100$00.00%00.0%Unchanged
BCR Wealth Strategies, LLC75$00.00%00.0%Unchanged
FMR LLC100$00.00%+100New
Invesco Ltd.0$00.00%−2,334,716−100.0%Sold out
First Trust Advisors LP0$00.00%−248,637−100.0%Sold out
Engineers Gate Manager LP0$00.00%−197,346−100.0%Sold out
JPMorgan Chase & Co0$00.00%−35,031−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−26,256−100.0%Sold out
Virtu Financial LLC0$00.00%−10,320−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−380−100.0%Sold out