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ADS-TEC Energy
ADSE

17 hedge funds and large institutions have $11.3M invested in ADS-TEC Energy in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3.53% less ownership

Funds ownership: 12.14% → 8.61% (-3.5%)

6% less funds holding

Funds holding: 18 → 17 (-1)

39% less capital invested

Capital invested by funds: $18.5M → $11.3M (-$7.14M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$44.3K
2
UBS Group
UBS Group
Switzerland
+$7.89K
3
WAM
Wolverine Asset Management
Illinois
+$7.58K
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.48K

Top Sellers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
-$3.42M
2
HP
Hartree Partners
New York
-$1.05M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$230K
4
RJA
Raymond James & Associates
Florida
-$117K
5
Invesco
Invesco
Georgia
-$62.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$6.37M -$62.2K -21,294 -0.9%
Swedbank
2
Swedbank
Sweden
$2.87M -$3.42M -1,169,506 -52%
HP
3
Hartree Partners
New York
$1.11M -$1.05M -359,886 -47%
RJA
4
Raymond James & Associates
Florida
$647K -$117K -39,870 -14%
Citadel Advisors
5
Citadel Advisors
Florida
$70.7K +$44.3K +15,154 +135%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$68.5K -$230K -78,771 -76%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$49K – – –
AAM
8
Aureus Asset Management
Massachusetts
$40.5K – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$39.4K – – –
NCM
10
Next Capital Management
New York
$34.9K – – –
WAM
11
Wolverine Asset Management
Illinois
$13.8K +$7.58K +2,592 +103%
NFSG
12
Newbridge Financial Services Group
Florida
$8.1K – – –
UBS Group
13
UBS Group
Switzerland
$7.29K +$7.89K +2,698 New
Morgan Stanley
14
Morgan Stanley
New York
$5.4K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$3.05K +$2.48K +850 +304%
SPIA
16
Steward Partners Investment Advisory
New York
$2.32K – – –
WIM
17
Westside Investment Management
California
$270 – – –
TRCT
18
Tower Research Capital (TRC)
New York
– -$10K -3,356 Closed

ADSE Hedge Fund Activity: Q1 2023 in Review

17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ADS-TEC Energy (ADSE) for Q1 2023, worth a combined $11.3M — down 39% from $18.5M a quarter earlier.

Fund positioning in ADSE was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $44.3K. The largest seller was Swedbank, cutting an estimated $3.42M.

  • 17 institutional investors held ADS-TEC Energy (ADSE) as of Q1 2023, down from 18 in Q4 2022.
  • Funds reported $11.3M of ADS-TEC Energy stock for Q1 2023, down 39% quarter-over-quarter.
  • 1 fund opened new ADS-TEC Energy positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • The largest ADS-TEC Energy buyer in Q1 2023 was Citadel Advisors, an estimated $44.3K added.
  • The largest ADS-TEC Energy seller in Q1 2023 was Swedbank, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2023.