Energy Focus
EFOI
7 hedge funds and large institutions have $2.83M invested in Energy Focus in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
31% less capital invested
Capital invested by funds: $4.08M → $2.83M (-$1.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.3K |
| 2 |
Goldman Sachs
New York
|
+$13.4K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.41K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGI
CI Global Investments
Oakland,
California
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGI
1
CI Global Investments
Oakland,
California
| $2.32M | -$1.17M | -7,090 | -34% |
|
2
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $289K | – | – | – |
|
|
3
Goldman Sachs
New York
| $177K | +$13.4K | +81 | +8% |
|
|
4
Morgan Stanley
New York
| $19K | +$15.3K | +93 | +423% |
|
5
Bank of America
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $10K | +$9.41K | +57 | +1,140% |
|
|
7
UBS Group
Zurich,
Switzerland
| $2K | +$1.98K | +12 | New |
|
EFOI Hedge Fund Activity: Q1 2015 in Review
7 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q1 2015, worth a combined $2.83M — down 31% from $4.08M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new EFOI positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.3K. The largest seller was CI Global Investments, cutting an estimated $1.17M.
- 7 institutional investors held Energy Focus (EFOI) as of Q1 2015, up from 6 in Q4 2014.
- Funds reported $2.83M of Energy Focus stock for Q1 2015, down 31% quarter-over-quarter.
- 1 fund opened new Energy Focus positions in Q1 2015 and 0 closed out, a net change of +1 holder.
- The largest Energy Focus buyer in Q1 2015 was Morgan Stanley, an estimated $15.3K added.
- The largest Energy Focus seller in Q1 2015 was CI Global Investments, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2015.