The Tariff That Helps First Solar And Hurts Everyone Else
The latest U.S. tariffs on imported solar panels could give First Solar, Inc. (NASDAQ:FSLR) a meaningful competitive advantage, according to UBS and BNP Paribas.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 4,435,400 | $1,046,576,984 | +14% | 0.12% | |
| 2. | Hill City Capital Herbert Frazier | 2,628,130 | $620,133,555 | +21% | 14.48% |
| 3. | 2,305,800 | $544,076,568 | +12% | 0.06% | |
| 4. | D E Shaw D. E. Shaw | 1,319,431 | $311,332,939 | +2130% | 0.15% |
| 5. | Samlyn Capital Robert Pohly | 1,045,479 | $246,691,225 | +105% | 4.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $214.87 | 465 | $99,914.55 | 1,624 | 2023-03-07 | Filing | |
| $102.10 | 489 | $49,926.90 | 4,117 | 2022-08-05 | Filing | |
| $100.53 | 9,946 | $999,871.38 | 37,300 | 2022-08-05 | Filing | |
| $100.56 | 1,990 | $200,114.40 | 27,320 | 2022-08-01 | Filing | |
| $62.66 | 3,000 | $187,980.00 | 21,934 | 2018-02-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $222.95 | 127 | $28,314.65 | 2,018 | 2026-08-17 | Filing | |
| $249.38 | 3,700 | $922,706.00 | 5,624 | 2026-08-11 | Filing | |
| $248.00 | 829 | $205,592.00 | 6,642 | 2026-08-04 | Filing | |
| $218.02 | 2,625 | $572,302.50 | 7,471 | 2026-08-03 | Filing | |
| $222.00 | 800 | $177,600.00 | 10,096 | 2026-08-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,029,065 | $3,310,298,243 | 0.05% | |
| 2. | 7,369,400 | $1,738,883,624 | 0.14% | |
| 3. | 6,836,941 | $1,613,244,598 | 0.03% | |
| 4. | 5,638,446 | $1,330,447,718 | 0.06% | |
| 5. | 5,576,026 | $1,315,719,095 | 0.04% |