Energy Focus
EFOI
29 hedge funds and large institutions have $4.65M invested in Energy Focus in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
32% more funds holding
Funds holding: 22 → 29 (+7)
0.01% less ownership
Funds ownership: 0.47% → 0.46% (-0.01%)
13% less capital invested
Capital invested by funds: $5.34M → $4.65M (-$683K)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $434K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$109K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$48.4K |
| 3 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$31.6K |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$27.9K |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$25.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$211K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$55.7K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$47.1K |
| 4 |
Goldman Sachs
New York
|
-$43K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Group One Trading
Chicago,
Illinois
| $1K | +$1.55K | +17 | New |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $122 | +$91 | +1 | New |
|
|
28
Goldman Sachs
New York
| – | -$43K | -451 | Closed |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$35K | -365 | Closed |
|
|
CG
30
Cutler Group
San Francisco,
California
| – | -$22.7K | -249 | -98% |
|
EFOI Hedge Fund Activity: Q4 2017 in Review
29 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q4 2017, worth a combined $4.65M — down 13% from $5.34M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EFOI positions and 2 closed out — a net gain of 7 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was WealthTrust Axiom, adding an estimated $109K. The largest seller was Vanguard Group, cutting an estimated $211K.
- 29 institutional investors held Energy Focus (EFOI) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $4.65M of Energy Focus stock for Q4 2017, down 13% quarter-over-quarter.
- 9 funds opened new Energy Focus positions in Q4 2017 and 2 closed out, a net change of +7 holders.
- The largest Energy Focus buyer in Q4 2017 was WealthTrust Axiom, an estimated $109K added.
- The largest Energy Focus seller in Q4 2017 was Vanguard Group, an estimated $211K sold.
Based on aggregated 13F filings for Q4 2017.