Energy Focus
EFOI
30 hedge funds and large institutions have $6.88M invested in Energy Focus in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
0.03% more ownership
Funds ownership: 0.48% → 0.51% (+0.03%)
3% less funds holding
Funds holding: 31 → 30 (-1)
18% less capital invested
Capital invested by funds: $8.39M → $6.88M (-$1.5M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $263K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$794K |
| 2 |
HIM
Herald Investment Management
London,
United Kingdom
|
+$294K |
| 3 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
+$139K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$103K |
| 5 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NJBEST
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
-$136K |
| 2 |
D.E. Shaw & Co
New York
|
-$48K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$47K |
| 4 |
CG
Cutler Group
San Francisco,
California
|
-$30.4K |
| 5 |
Morgan Stanley
New York
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $8K | +$10.1K | +71 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $7K | +$4.57K | +32 | +128% |
|
28
UBS Group
Zurich,
Switzerland
| $3K | +$3.28K | +23 | New |
|
|
AA
29
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2K | – | – | – |
|
|
NJBEST
30
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| – | -$136K | -914 | Closed |
|
|
31
D.E. Shaw & Co
New York
| – | -$48K | -325 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$47K | -316 | Closed |
|
EFOI Hedge Fund Activity: Q1 2017 in Review
30 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q1 2017, worth a combined $6.88M — down 18% from $8.39M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFOI positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $794K. The largest seller was New Jersey Better Educational Savings Trust, exiting entirely with an estimated $136K sold.
- 30 institutional investors held Energy Focus (EFOI) as of Q1 2017, down from 31 in Q4 2016.
- Funds reported $6.88M of Energy Focus stock for Q1 2017, down 18% quarter-over-quarter.
- 7 funds opened new Energy Focus positions in Q1 2017 and 3 closed out, a net change of +4 holders.
- The largest Energy Focus buyer in Q1 2017 was BlackRock, an estimated $794K added.
- The largest Energy Focus seller in Q1 2017 was New Jersey Better Educational Savings Trust, an estimated $136K sold.
Based on aggregated 13F filings for Q1 2017.