Energy Focus
EFOI
33 hedge funds and large institutions have $10.2M invested in Energy Focus in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.
11% less funds holding
Funds holding: 37 → 33 (-4)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
18% less capital invested
Capital invested by funds: $12.4M → $10.2M (-$2.29M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
51% less call options, than puts
Call options by funds: $187K | Put options by funds: $384K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$401K |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$218K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$182K |
| 4 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$137K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$494K |
| 2 |
MC
Menta Capital
San Francisco,
California
|
-$121K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$93K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$80K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$48K |
EFOI Hedge Fund Activity: Q3 2016 in Review
33 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q3 2016, worth a combined $10.2M — down 18% from $12.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EFOI and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was WealthTrust Axiom, adding an estimated $401K. The largest seller was Invesco, exiting entirely with an estimated $494K sold.
- 33 institutional investors held Energy Focus (EFOI) as of Q3 2016, down from 37 in Q2 2016.
- Funds reported $10.2M of Energy Focus stock for Q3 2016, down 18% quarter-over-quarter.
- 4 funds opened new Energy Focus positions in Q3 2016 and 8 closed out, a net change of -4 holders.
- The largest Energy Focus buyer in Q3 2016 was WealthTrust Axiom, an estimated $401K added.
- The largest Energy Focus seller in Q3 2016 was Invesco, an estimated $494K sold.
Based on aggregated 13F filings for Q3 2016.