We are live on ! Find out more
EFOI icon

Energy Focus

19 hedge funds and large institutions have $4.43M invested in Energy Focus in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more capital invested

Capital invested by funds: $1.33M → $4.43M (+$3.11M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more funds holding

Funds holding: 1819 (+1)

1.16% more ownership

Funds ownership: 1.2%2.36% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Armistice Capital
New York
$2.67M +$1.9M +89,286 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$572K +$26.1K +1,225 +7%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$286K -$29.1K -1,364 -12%
IAIM
4
International Assets Investment Management
Florida
$234K -$77.9K -3,657 -32%
GPFA
5
Game Plan Financial Advisors
Ohio
$139K +$98.9K +4,643 New
BlackRock
6
BlackRock
New York
$115K +$1.02K +48 +1%
VF
7
Virtu Financial
New York
$93K +$66.2K +3,109 New
Truist Financial
8
Truist Financial
North Carolina
$85K
Squarepoint
9
Squarepoint
New York
$83K +$59.5K +2,792 New
TSS
10
Two Sigma Securities
New York
$72K +$51.4K +2,415 New
WS
11
Wedbush Securities
California
$51K
Morgan Stanley
12
Morgan Stanley
New York
$14K -$3.66K -172 -27%
TRCT
13
Tower Research Capital (TRC)
New York
$13K +$2.83K +133 +44%
SIC
14
SJS Investment Consulting
Ohio
$5K +$3.64K +171 New
CA
15
Centerpoint Advisors
Massachusetts
$1K
CA
16
CoreCap Advisors
Michigan
$1K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1K
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$256
Millennium Management
19
Millennium Management
New York
-$147K -6,760 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$99K -4,561 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$1K -57 Closed
LWM
22
Liberty Wealth Management
California
-$1K -25 Closed
Bank of America
23
Bank of America
North Carolina
+$21 +1 New

EFOI Hedge Fund Activity: Q4 2021 in Review

19 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q4 2021, worth a combined $4.43M — up 235% from $1.33M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EFOI positions and 6 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Armistice Capital, opening a new position worth an estimated $1.9M. The largest seller was Millennium Management, exiting entirely with an estimated $147K sold.

  • 19 institutional investors held Energy Focus (EFOI) as of Q4 2021, up from 18 in Q3 2021.
  • Funds reported $4.43M of Energy Focus stock for Q4 2021, up 235% quarter-over-quarter.
  • 7 funds opened new Energy Focus positions in Q4 2021 and 6 closed out, a net change of +1 holder.
  • The largest Energy Focus buyer in Q4 2021 was Armistice Capital, an estimated $1.9M added.
  • The largest Energy Focus seller in Q4 2021 was Millennium Management, an estimated $147K sold.

Based on aggregated 13F filings for Q4 2021.