Energy Focus
EFOI
11 hedge funds and large institutions have $63.8K invested in Energy Focus in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
0.65% less ownership
Funds ownership: 1.62% → 0.97% (-0.65%)
45% less capital invested
Capital invested by funds: $117K → $63.8K (-$52.8K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$760 |
| 3 |
Morgan Stanley
New York
|
+$736 |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$318 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$26.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Geode Capital Management
Boston,
Massachusetts
| $18.6K | – | – | – |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $17.9K | +$318 | +200 | +2% |
|
|
IAIM
3
International Assets Investment Management
Orlando,
Florida
| $16.3K | -$26.2K | -16,462 | -60% |
|
4
BlackRock
New York
| $5.51K | – | – | – |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $3.36K | +$1.6K | +1,008 | +83% |
|
|
6
Morgan Stanley
New York
| $1.4K | +$736 | +463 | +100% |
|
|
7
UBS Group
Zurich,
Switzerland
| $722 | +$760 | +478 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $75 | +$13 | +8 | +19% |
|
|
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $12 | – | – | – |
|
EFOI Hedge Fund Activity: Q4 2023 in Review
11 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q4 2023, worth a combined $63.8K — down 45% from $117K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new EFOI positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $1.6K. The largest seller was International Assets Investment Management, cutting an estimated $26.2K.
- 11 institutional investors held Energy Focus (EFOI) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $63.8K of Energy Focus stock for Q4 2023, down 45% quarter-over-quarter.
- 1 fund opened new Energy Focus positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest Energy Focus buyer in Q4 2023 was Tower Research Capital (TRC), an estimated $1.6K added.
- The largest Energy Focus seller in Q4 2023 was International Assets Investment Management, an estimated $26.2K sold.
Based on aggregated 13F filings for Q4 2023.