First Solar Inc

Credit Capital Investments' First Solar position sat completely still this quarter — 25,700 shares, precisely unchanged, worth $6.1 million. A few rows away in the same holder table, Generali Investments CEE grew its stake from 2,453 shares to 47,181 — a 1,823% increase, effectively a new position in scale, adding $10.6 million in flow terms and becoming a top-ten holder from a near-zero base. Assenagon Asset Management, flagged quasi_passive, made the quarter's largest sale, cutting 20.0% of its shares (235,718 to 188,625, -$11.1 million) — a less common direction for a fund with that classification, though its passive profile still argues for reading the move as mechanical rather than a bearish conviction call.