Energy Focus
EFOI
22 hedge funds and large institutions have $5.34M invested in Energy Focus in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 6 closing their positions.
2% more capital invested
Capital invested by funds: $5.25M → $5.34M (+$91K)
0.01% less ownership
Funds ownership: 0.48% → 0.47% (-0.01%)
19% less funds holding
Funds holding: 27 → 22 (-5)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $227K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$134K |
| 2 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$79K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.13K |
| 5 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$1.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$94.7K |
| 2 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
-$90K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$67K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$32K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Simplex Trading
Chicago,
Illinois
| – | -$4.06K | -53 | -84% |
|
|
AA
27
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$2K | -20 | Closed |
|
EFOI Hedge Fund Activity: Q3 2017 in Review
22 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q3 2017, worth a combined $5.34M — up 1.7% from $5.25M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EFOI and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $134K. The largest seller was Vanguard Group, cutting an estimated $94.7K.
- 22 institutional investors held Energy Focus (EFOI) as of Q3 2017, down from 27 in Q2 2017.
- Funds reported $5.34M of Energy Focus stock for Q3 2017, up 1.7% quarter-over-quarter.
- 2 funds opened new Energy Focus positions in Q3 2017 and 6 closed out, a net change of -4 holders.
- The largest Energy Focus buyer in Q3 2017 was Jacobs Levy Equity Management, an estimated $134K added.
- The largest Energy Focus seller in Q3 2017 was Vanguard Group, an estimated $94.7K sold.
Based on aggregated 13F filings for Q3 2017.