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Energy Focus
EFOI

9 hedge funds and large institutions have $58.2K invested in Energy Focus in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% more ownership

Funds ownership: 0.29% → 1.17% (+0.88%)

50% less funds holding

Funds holding: 18 → 9 (-9)

72% less capital invested

Capital invested by funds: $205K → $58.2K (-$147K)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 9

Holders
9
Holders Change
-9
Holders Change %
-50%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$16.1K
2
BFG
Bleakley Financial Group
New Jersey
-$14.5K
3
SS
Simplicity Solutions
Minnesota
-$14.5K
4
Millennium Management
Millennium Management
New York
-$7K
5
VF
Virtu Financial
New York
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1
International Assets Investment Management
Florida
$27K -$829 -277 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.1K -$3 -1 -0%
BlackRock
3
BlackRock
New York
$6.61K -$3 -1 -0%
TRCT
4
Tower Research Capital (TRC)
New York
$2.58K -$224 -75 -5%
Morgan Stanley
5
Morgan Stanley
New York
$838 – – –
Wells Fargo
6
Wells Fargo
California
$18 +$6 +2 +25%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14 -$3 -1 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
– -$16.1K -4,101 Closed
BFG
9
Bleakley Financial Group
New Jersey
– -$14.5K -3,703 Closed
SS
10
Simplicity Solutions
Minnesota
– -$14.5K -3,703 Closed
VF
11
Virtu Financial
New York
– -$7K -1,835 Closed
Millennium Management
12
Millennium Management
New York
– -$7K -1,801 Closed
BBA
13
Baader Bank Aktiengesellschaft
Germany
– -$5.25K -1,718 Closed
WS
14
Wedbush Securities
California
– -$7K -1,714 Closed
TSS
15
Two Sigma Securities
New York
– -$6.49K -1,654 Closed
Bank of America
16
Bank of America
North Carolina
– -$6 -1 Closed
CA
17
Centerpoint Advisors
Massachusetts
– -$3 -1 -5%
EWA
18
EverSource Wealth Advisors
Alabama
– -$1 – –

EFOI Hedge Fund Activity: Q2 2023 in Review

9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q2 2023, worth a combined $58.2K — down 72% from $205K a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EFOI and 0 opened new positions — a net loss of 9 holders — while 6 trimmed existing stakes and 1 added.

The largest buyer was Wells Fargo, adding an estimated $6. The largest seller was Geode Capital Management, exiting entirely with an estimated $16.1K sold.

  • 9 institutional investors held Energy Focus (EFOI) as of Q2 2023, down from 18 in Q1 2023.
  • Funds reported $58.2K of Energy Focus stock for Q2 2023, down 72% quarter-over-quarter.
  • 0 funds opened new Energy Focus positions in Q2 2023 and 9 closed out, a net change of -9 holders.
  • The largest Energy Focus buyer in Q2 2023 was Wells Fargo, an estimated $6 added.
  • The largest Energy Focus seller in Q2 2023 was Geode Capital Management, an estimated $16.1K sold.

Based on aggregated 13F filings for Q2 2023.