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Energy Focus
EFOI

18 hedge funds and large institutions have $1.33M invested in Energy Focus in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $1.19M → $1.33M (+$138K)

6% more funds holding

Funds holding: 17 → 18 (+1)

0.36% more ownership

Funds ownership: 0.84% → 1.2% (+0.36%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$182K
2
Millennium Management
Millennium Management
New York
+$166K
3
Citadel Advisors
Citadel Advisors
Florida
+$112K
4
IAIM
International Assets Investment Management
Florida
+$57.2K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$14K

Top Sellers

Rank Fund Capital Flow
1
Squarepoint
Squarepoint
New York
-$45K
2
VF
Virtu Financial
New York
-$41K
3
UBS Group
UBS Group
Switzerland
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$388K +$14K +572 +3%
IAIM
2
International Assets Investment Management
Florida
$249K +$57.2K +2,328 +25%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$238K +$182K +7,393 +207%
Millennium Management
4
Millennium Management
New York
$147K +$166K +6,760 New
Citadel Advisors
5
Citadel Advisors
Florida
$99K +$112K +4,561 New
BlackRock
6
BlackRock
New York
$82K – – –
Truist Financial
7
Truist Financial
North Carolina
$62K – – –
WS
8
Wedbush Securities
California
$37K – – –
Morgan Stanley
9
Morgan Stanley
New York
$14K – – –
TRCT
10
Tower Research Capital (TRC)
New York
$7K +$7.44K +303 New
LWM
11
Liberty Wealth Management
California
$1K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1K +$1.4K +57 New
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$186 – – –
Squarepoint
14
Squarepoint
New York
– -$45K -1,633 Closed
VF
15
Virtu Financial
New York
– -$41K -1,459 Closed
UBS Group
16
UBS Group
Switzerland
– -$9K -319 Closed
Wells Fargo
17
Wells Fargo
California
– +$25 +1 +33%
PVH
18
Psagot Value Holdings
Israel
– +$2.11K +86 New

EFOI Hedge Fund Activity: Q3 2021 in Review

18 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q3 2021, worth a combined $1.33M — up 12% from $1.19M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EFOI positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $182K. The largest seller was Squarepoint, exiting entirely with an estimated $45K sold.

  • 18 institutional investors held Energy Focus (EFOI) as of Q3 2021, up from 17 in Q2 2021.
  • Funds reported $1.33M of Energy Focus stock for Q3 2021, up 12% quarter-over-quarter.
  • 5 funds opened new Energy Focus positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest Energy Focus buyer in Q3 2021 was Geode Capital Management, an estimated $182K added.
  • The largest Energy Focus seller in Q3 2021 was Squarepoint, an estimated $45K sold.

Based on aggregated 13F filings for Q3 2021.