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Energy Focus
EFOI

19 hedge funds and large institutions have $746K invested in Energy Focus in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $741K → $746K (+$5K)

0% more ownership

Funds ownership: 0.36% → 0.36% (+0%)

17% less funds holding

Funds holding: 23 → 19 (-4)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
+$62.2K
2
VF
Virtu Financial
New York
+$402
3
BlackRock
BlackRock
New York
+$62
4
UBS Group
UBS Group
Switzerland
+$31

Top Sellers

Rank Fund Capital Flow
1
WA
WealthTrust Axiom
Pennsylvania
-$41.5K
2
Citadel Advisors
Citadel Advisors
Florida
-$14K
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.4K
4
CA
Cambridge Advisors
Nebraska
-$1.5K
5
Victory Capital Management
Victory Capital Management
Texas
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOMRS
1
State of Michigan Retirement System
Michigan
$258K – – –
WA
2
WealthTrust Axiom
Pennsylvania
$151K -$41.5K -2,688 -23%
BlackRock
3
BlackRock
New York
$76K +$62 +4 +0.1%
ASN
4
Advisory Services Network
Georgia
$67K +$62.2K +4,030 New
Renaissance Technologies
5
Renaissance Technologies
New York
$39K -$4.4K -285 -11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$30K – – –
WS
7
Wedbush Securities
California
$28K -$448 -29 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27K – – –
CA
9
Cambridge Advisors
Nebraska
$17K -$1.5K -97 -8%
Morgan Stanley
10
Morgan Stanley
New York
$11K – – –
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$11K – – –
Northern Trust
12
Northern Trust
Illinois
$7K – – –
UBS Group
13
UBS Group
Switzerland
$7K +$31 +2 +0.5%
VF
14
Virtu Financial
New York
$6K +$402 +26 +8%
CA
15
Centerpoint Advisors
Massachusetts
$5K – – –
State Street
16
State Street
Massachusetts
$5K – – –
PA
17
Procyon Advisors
Connecticut
$1K +$1.33K +86 New
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142 – – –
Citadel Advisors
19
Citadel Advisors
Florida
– -$14K -840 Closed
Bank of America
20
Bank of America
North Carolina
– -$865 -56 Closed
Victory Capital Management
21
Victory Capital Management
Texas
– -$1K -55 Closed

EFOI Hedge Fund Activity: Q4 2019 in Review

19 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q4 2019, worth a combined $746K — up 0.67% from $741K a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EFOI and 2 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $62.2K. The largest seller was WealthTrust Axiom, cutting an estimated $41.5K.

  • 19 institutional investors held Energy Focus (EFOI) as of Q4 2019, down from 23 in Q3 2019.
  • Funds reported $746K of Energy Focus stock for Q4 2019, up 0.67% quarter-over-quarter.
  • 2 funds opened new Energy Focus positions in Q4 2019 and 6 closed out, a net change of -4 holders.
  • The largest Energy Focus buyer in Q4 2019 was Advisory Services Network, an estimated $62.2K added.
  • The largest Energy Focus seller in Q4 2019 was WealthTrust Axiom, an estimated $41.5K sold.

Based on aggregated 13F filings for Q4 2019.