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Dragonfly Energy
DFLI

44 hedge funds and large institutions have $2.54M invested in Dragonfly Energy in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $62K | Put options by funds: $20K

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

0.01% less ownership

Funds ownership: 0.09% → 0.09% (-0.01%)

2% less funds holding

Funds holding: 45 → 44 (-1)

6% less capital invested

Capital invested by funds: $2.71M → $2.54M (-$166K)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
14
Closed
3
Calls
$62K
Puts
$20K
Net Calls
+$42K
Net Calls Change
-$92K

Top Buyers

Rank Fund Capital Flow
1
KWM
KFG Wealth Management
Indiana
+$100K
2
Goldman Sachs
Goldman Sachs
New York
+$25.6K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$14.8K
4
Simplex Trading
Simplex Trading
Illinois
+$10.8K
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.71K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$110K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$61.5K
3
BCM
Bridgeway Capital Management
Texas
-$36.9K
4
BlackRock
BlackRock
New York
-$31.5K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$19.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
26
1ST Source Bank
Indiana
$9.16K – – –
AIG
27
American International Group
New York
$7.86K +$46 +1 +0.6%
Osaic Holdings
28
Osaic Holdings
Arizona
$6.21K +$5.48K +119 +1,322%
BCM
29
Bridgeway Capital Management
Texas
$5.62K -$36.9K -800 -87%
Federated Hermes
30
Federated Hermes
Pennsylvania
$5.21K +$1.11K +24 +29%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$4.97K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$4.66K +$3.92K +85 +773%
Citigroup
33
Citigroup
New York
$3.26K +$737 +16 +31%
Bank of America
34
Bank of America
North Carolina
$2.24K -$17K -368 -89%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2K -$2.58K -56 -59%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.81K -$737 -16 -30%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.22K – – –
HWA
38
HHM Wealth Advisors
Tennessee
$702 – – –
AIP
39
Ameritas Investment Partners
Nebraska
$679 – – –
APC
40
Aspire Private Capital
North Carolina
$216 – – –
CA
41
CoreCap Advisors
Michigan
$127 +$138 +3 New
AIC
42
Archer Investment Corporation
Indiana
$51 – – –
NECFA
43
New England Capital Financial Advisors
Connecticut
$49 – – –
FFA
44
Farther Finance Advisors
California
$18 – – –
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$8 – – –
AWM
46
Avior Wealth Management
Nebraska
$1 – – –
TSS
47
Two Sigma Securities
New York
– -$10.1K -207 Closed
Neuberger Berman Group
48
Neuberger Berman Group
New York
– -$7.3K -150 Closed
Belvedere Trading
49
Belvedere Trading
Illinois
– -$933 -19 Closed
AB
50
Amalgamated Bank
New York
– -$830 -18 -75%
1
2

DFLI Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dragonfly Energy (DFLI) for Q1 2024, worth a combined $2.54M — down 6.1% from $2.71M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DFLI and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.

The largest buyer was KFG Wealth Management, adding an estimated $100K. The largest seller was Morgan Stanley, cutting an estimated $110K.

  • 44 institutional investors held Dragonfly Energy (DFLI) as of Q1 2024, down from 45 in Q4 2023.
  • Funds reported $2.54M of Dragonfly Energy stock for Q1 2024, down 6.1% quarter-over-quarter.
  • 2 funds opened new Dragonfly Energy positions in Q1 2024 and 3 closed out, a net change of -1 holder.
  • The largest Dragonfly Energy buyer in Q1 2024 was KFG Wealth Management, an estimated $100K added.
  • The largest Dragonfly Energy seller in Q1 2024 was Morgan Stanley, an estimated $110K sold.

Based on aggregated 13F filings for Q1 2024.