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Energy Focus
EFOI

23 hedge funds and large institutions have $741K invested in Energy Focus in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $675K → $741K (+$66K)

10% more funds holding

Funds holding: 21 → 23 (+2)

0.02% less ownership

Funds ownership: 0.39% → 0.36% (-0.02%)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$13.6K
2
VF
Virtu Financial
New York
+$5.44K
3
Bank of America
Bank of America
North Carolina
+$910
4
Victory Capital Management
Victory Capital Management
Texas
+$894
5
BlackRock
BlackRock
New York
+$179

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$37.9K
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.72K
3
WA
WealthTrust Axiom
Pennsylvania
-$5.57K
4
UBS Group
UBS Group
Switzerland
-$2.29K
5
PAM
Panagora Asset Management
Massachusetts
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOMRS
1
State of Michigan Retirement System
Michigan
$257K – – –
WA
2
WealthTrust Axiom
Pennsylvania
$194K -$5.57K -343 -3%
BlackRock
3
BlackRock
New York
$76K +$179 +11 +0.2%
Renaissance Technologies
4
Renaissance Technologies
New York
$43K -$9.72K -598 -19%
Vanguard Group
5
Vanguard Group
Pennsylvania
$30K -$37.9K -2,334 -56%
WS
6
Wedbush Securities
California
$29K – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$27K – – –
CA
8
Cambridge Advisors
Nebraska
$19K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$14K +$13.6K +840 New
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$11K – – –
Morgan Stanley
11
Morgan Stanley
New York
$10K -$32 -2 -0.3%
UBS Group
12
UBS Group
Switzerland
$7K -$2.29K -141 -25%
Northern Trust
13
Northern Trust
Illinois
$6K – – –
VF
14
Virtu Financial
New York
$6K +$5.44K +335 New
CA
15
Centerpoint Advisors
Massachusetts
$5K – – –
State Street
16
State Street
Massachusetts
$5K – – –
Victory Capital Management
17
Victory Capital Management
Texas
$1K +$894 +55 New
Bank of America
18
Bank of America
North Carolina
$1K +$910 +56 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141 – – –
PAM
20
Panagora Asset Management
Massachusetts
– -$2K -113 Closed
APA
21
American Portfolios Advisors
New York
– -$20 -1 Closed
Simplex Trading
22
Simplex Trading
Illinois
– +$49 +3 New

EFOI Hedge Fund Activity: Q3 2019 in Review

23 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q3 2019, worth a combined $741K — up 9.8% from $675K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EFOI positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $13.6K. The largest seller was Vanguard Group, cutting an estimated $37.9K.

  • 23 institutional investors held Energy Focus (EFOI) as of Q3 2019, up from 21 in Q2 2019.
  • Funds reported $741K of Energy Focus stock for Q3 2019, up 9.8% quarter-over-quarter.
  • 5 funds opened new Energy Focus positions in Q3 2019 and 3 closed out, a net change of +2 holders.
  • The largest Energy Focus buyer in Q3 2019 was Citadel Advisors, an estimated $13.6K added.
  • The largest Energy Focus seller in Q3 2019 was Vanguard Group, an estimated $37.9K sold.

Based on aggregated 13F filings for Q3 2019.