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Dragonfly Energy

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: 4544 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$760K -$31.5K -684 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$491K +$5.58K +121 +1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$234K +$14.8K +322 +7%
KWM
4
KFG Wealth Management
Indiana
$167K +$100K +2,180 +174%
State Street
5
State Street
Massachusetts
$145K
BPCM
6
Beach Point Capital Management
California
$135K
Northern Trust
7
Northern Trust
Illinois
$89.5K -$7.88K -171 -8%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$64.8K -$61.5K -1,334 -50%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$47.4K -$19.6K -425 -30%
Morgan Stanley
10
Morgan Stanley
New York
$38.7K -$110K -2,392 -75%
AllianceBernstein
11
AllianceBernstein
Tennessee
$35.5K
Charles Schwab
12
Charles Schwab
California
$34.9K
N
13
Nuveen
North Carolina
$34.8K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.5K
Wells Fargo
15
Wells Fargo
California
$28.2K +$645 +14 +2%
Goldman Sachs
16
Goldman Sachs
New York
$27K +$25.6K +555 New
JP Morgan Chase
17
JP Morgan Chase
New York
$24.2K +$8.71K +189 +61%
Simplex Trading
18
Simplex Trading
Illinois
$18K +$10.8K +235 +160%
UBS Group
19
UBS Group
Switzerland
$16.1K -$968 -21 -6%
SEI Investments
20
SEI Investments
Pennsylvania
$14.2K +$92 +2 +0.7%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$12.1K +$2.86K +62 +33%
Barclays
22
Barclays
United Kingdom
$11.6K -$9.77K -212 -47%
TRCT
23
Tower Research Capital (TRC)
New York
$9.75K +$553 +12 +6%
Stifel Financial
24
Stifel Financial
Missouri
$9.72K -$4.61K -100 -33%
AWS
25
Atria Wealth Solutions
New York
$9.41K -$9.13K -198 -51%

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.