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Energy Focus
EFOI

17 hedge funds and large institutions have $1.19M invested in Energy Focus in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.27% less ownership

Funds ownership: 1.11% → 0.84% (-0.27%)

8% less capital invested

Capital invested by funds: $1.29M → $1.19M (-$105K)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$200K
2
Truist Financial
Truist Financial
North Carolina
+$82.3K
3
VF
Virtu Financial
New York
+$42.1K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$39K
5
UBS Group
UBS Group
Switzerland
+$6.08K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$144K
2
WA
WealthTrust Axiom
Pennsylvania
-$114K
3
IAIM
International Assets Investment Management
Florida
-$31.1K
4
Squarepoint
Squarepoint
New York
-$28K
5
BlackRock
BlackRock
New York
-$23.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$483K +$200K +6,946 +67%
IAIM
2
International Assets Investment Management
Florida
$255K -$31.1K -1,078 -11%
BlackRock
3
BlackRock
New York
$106K -$23.8K -827 -18%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$99K +$39K +1,354 +61%
Truist Financial
5
Truist Financial
North Carolina
$80K +$82.3K +2,857 New
WS
6
Wedbush Securities
California
$48K – – –
Squarepoint
7
Squarepoint
New York
$45K -$28K -972 -37%
VF
8
Virtu Financial
New York
$41K +$42.1K +1,459 New
Morgan Stanley
9
Morgan Stanley
New York
$18K – – –
UBS Group
10
UBS Group
Switzerland
$9K +$6.08K +211 +195%
CA
11
Centerpoint Advisors
Massachusetts
$1K – – –
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
LWM
13
Liberty Wealth Management
California
$1K +$721 +25 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239 – – –
Citadel Advisors
15
Citadel Advisors
Florida
– -$144K -4,471 Closed
WA
16
WealthTrust Axiom
Pennsylvania
– -$114K -3,567 Closed
Bank of America
17
Bank of America
North Carolina
– -$807 -28 -82%
TRCT
18
Tower Research Capital (TRC)
New York
– -$1K -21 Closed

EFOI Hedge Fund Activity: Q2 2021 in Review

17 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q2 2021, worth a combined $1.19M — down 8.1% from $1.29M a quarter earlier.

Fund positioning in EFOI was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, adding an estimated $200K. The largest seller was Citadel Advisors, exiting entirely with an estimated $144K sold.

  • 17 institutional investors held Energy Focus (EFOI) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.19M of Energy Focus stock for Q2 2021, down 8.1% quarter-over-quarter.
  • 3 funds opened new Energy Focus positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Energy Focus buyer in Q2 2021 was Vanguard Group, an estimated $200K added.
  • The largest Energy Focus seller in Q2 2021 was Citadel Advisors, an estimated $144K sold.

Based on aggregated 13F filings for Q2 2021.