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Energy Focus

22 hedge funds and large institutions have $1.94M invested in Energy Focus in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $1M → $1.94M (+$936K)

0.01% less ownership

Funds ownership: 0.39%0.38% (-0.01%)

4% less funds holding

Funds holding: 2322 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
1
State of Michigan Retirement System
Michigan
$665K
WA
2
WealthTrust Axiom
Pennsylvania
$573K -$4.08K -115 -0.8%
BlackRock
3
BlackRock
New York
$196K +$497 +14 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$135K -$107 -3 -0.1%
Renaissance Technologies
5
Renaissance Technologies
New York
$74K +$24.6K +693 +67%
WS
6
Wedbush Securities
California
$74K +$61.9K +1,743 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$53K
CA
8
Cambridge Advisors
Nebraska
$49K -$41.8K -1,177 -51%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$29K -$1.17K -33 -5%
Morgan Stanley
10
Morgan Stanley
New York
$27K -$20.3K -572 -47%
Northern Trust
11
Northern Trust
Illinois
$17K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13K -$320 -9 -3%
CA
13
Centerpoint Advisors
Massachusetts
$12K
State Street
14
State Street
Massachusetts
$12K
PAM
15
Panagora Asset Management
Massachusetts
$6K +$4.97K +140 New
UBS Group
16
UBS Group
Switzerland
$5K -$71 -2 -2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1K
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366 +$320 +9 New
APA
19
American Portfolios Advisors
New York
$61 +$36 +1 New
Citadel Advisors
20
Citadel Advisors
Florida
-$26K -1,181 Closed
Group One Trading
21
Group One Trading
Illinois
-$8K -375 Closed
IA
22
IFP Advisors
Florida
-$3K -143 Closed
Macquarie Group
23
Macquarie Group
Australia
-$1K -32 Closed
Barclays
24
Barclays
United Kingdom
+$284 +8 +800%

EFOI Hedge Fund Activity: Q1 2019 in Review

22 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q1 2019, worth a combined $1.94M — up 93% from $1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EFOI and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.

The largest buyer was Wedbush Securities, opening a new position worth an estimated $61.9K. The largest seller was Cambridge Advisors, cutting an estimated $41.8K.

  • 22 institutional investors held Energy Focus (EFOI) as of Q1 2019, down from 23 in Q4 2018.
  • Funds reported $1.94M of Energy Focus stock for Q1 2019, up 93% quarter-over-quarter.
  • 4 funds opened new Energy Focus positions in Q1 2019 and 5 closed out, a net change of -1 holder.
  • The largest Energy Focus buyer in Q1 2019 was Wedbush Securities, an estimated $61.9K added.
  • The largest Energy Focus seller in Q1 2019 was Cambridge Advisors, an estimated $41.8K sold.

Based on aggregated 13F filings for Q1 2019.