Energy Focus
EFOI
6 hedge funds and large institutions have $4.08M invested in Energy Focus in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
36% less capital invested
Capital invested by funds: $6.4M → $4.08M (-$2.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$25.7K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.4K |
| 3 |
Morgan Stanley
New York
|
+$601 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Herald Investment Management
London,
United Kingdom
|
-$1.2M |
| 2 |
CGI
CI Global Investments
Oakland,
California
|
-$400K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$15.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGI
1
CI Global Investments
Oakland,
California
| $3.6M | -$400K | -1,997 | -9% |
|
2
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $296K | – | – | – |
|
|
3
Goldman Sachs
New York
| $168K | +$25.7K | +128 | +15% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $10K | +$11.4K | +57 | New |
|
|
5
Morgan Stanley
New York
| $4K | +$601 | +3 | +16% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $1K | -$15.6K | -78 | -94% |
|
|
HIM
7
Herald Investment Management
London,
United Kingdom
| – | -$1.2M | -5,714 | Closed |
|
EFOI Hedge Fund Activity: Q4 2014 in Review
6 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q4 2014, worth a combined $4.08M — down 36% from $6.4M a quarter earlier.
Fund positioning in EFOI was balanced in Q4 2014: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $25.7K. The largest seller was Herald Investment Management, exiting entirely with an estimated $1.2M sold.
- 6 institutional investors held Energy Focus (EFOI) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $4.08M of Energy Focus stock for Q4 2014, down 36% quarter-over-quarter.
- 1 fund opened new Energy Focus positions in Q4 2014 and 1 closed out, a net change of 0 holders.
- The largest Energy Focus buyer in Q4 2014 was Goldman Sachs, an estimated $25.7K added.
- The largest Energy Focus seller in Q4 2014 was Herald Investment Management, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2014.