Energy Focus
EFOI
10 hedge funds and large institutions have $51.9K invested in Energy Focus in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0.24% less ownership
Funds ownership: 0.97% → 0.74% (-0.24%)
9% less funds holding
Funds holding: 11 → 10 (-1)
19% less capital invested
Capital invested by funds: $63.8K → $51.9K (-$11.9K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.42K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$395 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$16.3K |
| 2 |
Morgan Stanley
New York
|
-$732 |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$722 |
| 4 |
BlackRock
New York
|
-$563 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$44 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Geode Capital Management
Boston,
Massachusetts
| $19.7K | – | – | – |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $18.8K | – | – | – |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $6.98K | +$3.42K | +2,166 | +97% |
|
|
4
BlackRock
New York
| $5.24K | -$563 | -356 | -10% |
|
|
5
Morgan Stanley
New York
| $736 | -$732 | -463 | -50% |
|
|
6
CIBC Private Wealth Group
Atlanta,
Georgia
| $383 | +$395 | +250 | New |
|
|
7
Wells Fargo
San Francisco,
California
| $35 | -$44 | -28 | -56% |
|
|
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $13 | – | – | – |
|
|
IAIM
9
International Assets Investment Management
Orlando,
Florida
| – | -$16.3K | -10,789 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$722 | -478 | Closed |
|
EFOI Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q1 2024, worth a combined $51.9K — down 19% from $63.8K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EFOI and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $3.42K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $16.3K sold.
- 10 institutional investors held Energy Focus (EFOI) as of Q1 2024, down from 11 in Q4 2023.
- Funds reported $51.9K of Energy Focus stock for Q1 2024, down 19% quarter-over-quarter.
- 1 fund opened new Energy Focus positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest Energy Focus buyer in Q1 2024 was Tower Research Capital (TRC), an estimated $3.42K added.
- The largest Energy Focus seller in Q1 2024 was International Assets Investment Management, an estimated $16.3K sold.
Based on aggregated 13F filings for Q1 2024.