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Energy Focus
EFOI

18 hedge funds and large institutions have $205K invested in Energy Focus in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

82% more capital invested

Capital invested by funds: $113K → $205K (+$92.4K)

20% more funds holding

Funds holding: 15 → 18 (+3)

0.25% less ownership

Funds ownership: 0.54% → 0.29% (-0.25%)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
+$14.8K
2
Millennium Management
Millennium Management
New York
+$7.2K
3
BBA
Baader Bank Aktiengesellschaft
Germany
+$6.87K
4
TSS
Two Sigma Securities
New York
+$6.61K
5
TRCT
Tower Research Capital (TRC)
New York
+$16

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.4K
2
Renaissance Technologies
Renaissance Technologies
New York
-$7K
3
KIA
Kraematon Investment Advisors
Massachusetts
-$2.46K
4
VF
Virtu Financial
New York
-$2.19K
5
IAIM
International Assets Investment Management
Florida
-$432
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$59.6K -$432 -108 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.7K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$16.1K -$236 -59 -1%
BFG
4
Bleakley Financial Group
New Jersey
$14.5K – – –
SS
5
Simplicity Solutions
Minnesota
$14.5K +$14.8K +3,703 New
BlackRock
6
BlackRock
New York
$14.3K -$10.4K -2,614 -42%
VF
7
Virtu Financial
New York
$7K -$2.19K -547 -23%
WS
8
Wedbush Securities
California
$7K – – –
Millennium Management
9
Millennium Management
New York
$7K +$7.2K +1,801 New
TSS
10
Two Sigma Securities
New York
$6.49K +$6.61K +1,654 New
TRCT
11
Tower Research Capital (TRC)
New York
$6K +$16 +4 +0.3%
BBA
12
Baader Bank Aktiengesellschaft
Germany
$5.25K +$6.87K +1,718 New
Morgan Stanley
13
Morgan Stanley
New York
$1.82K -$4 -1 -0.2%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34 – – –
Wells Fargo
15
Wells Fargo
California
$31 – – –
Bank of America
16
Bank of America
North Carolina
$6 +$4 +1 New
EWA
17
EverSource Wealth Advisors
Alabama
$1 – – –
Renaissance Technologies
18
Renaissance Technologies
New York
– -$7K -3,171 Closed
KIA
19
Kraematon Investment Advisors
Massachusetts
– -$2.46K -1,118 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
– +$4 +1 +9%

EFOI Hedge Fund Activity: Q1 2023 in Review

18 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q1 2023, worth a combined $205K — up 82% from $113K a quarter earlier.

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

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $14.8K. The largest seller was BlackRock, cutting an estimated $10.4K.

  • 18 institutional investors held Energy Focus (EFOI) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $205K of Energy Focus stock for Q1 2023, up 82% quarter-over-quarter.
  • 5 funds opened new Energy Focus positions in Q1 2023 and 2 closed out, a net change of +3 holders.
  • The largest Energy Focus buyer in Q1 2023 was Simplicity Solutions, an estimated $14.8K added.
  • The largest Energy Focus seller in Q1 2023 was BlackRock, an estimated $10.4K sold.

Based on aggregated 13F filings for Q1 2023.