Energy Focus
EFOI
10 hedge funds and large institutions have $60.6K invested in Energy Focus in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.2% less ownership
Funds ownership: 1.17% → 0.97% (-0.2%)
17% less capital invested
Capital invested by funds: $73.3K → $60.6K (-$12.8K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$15.8K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.05K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$413 |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$18 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Geode Capital Management
Boston,
Massachusetts
| $29K | -$413 | -315 | -1% |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $14.1K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $6.31K | +$4.7K | +3,581 | +208% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $4.65K | -$1.05K | -800 | -17% |
|
5
BlackRock
New York
| $3.92K | – | – | – |
|
6
Bank of America
Charlotte,
North Carolina
| $1.7K | – | – | – |
|
7
Morgan Stanley
New York
| $551 | – | – | – |
|
|
8
CIBC Private Wealth Group
Atlanta,
Georgia
| $314 | -$18 | -14 | -6% |
|
|
BTD
9
BankPlus Trust Department
Jackson,
Mississippi
| $54 | +$59 | +45 | New |
|
|
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $10 | – | – | – |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$15.8K | -13,240 | Closed |
|
EFOI Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Energy Focus (EFOI) for Q4 2024, worth a combined $60.6K — down 17% from $73.3K a quarter earlier.
Fund positioning in EFOI was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $4.7K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $15.8K sold.
- 10 institutional investors held Energy Focus (EFOI) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $60.6K of Energy Focus stock for Q4 2024, down 17% quarter-over-quarter.
- 1 fund opened new Energy Focus positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest Energy Focus buyer in Q4 2024 was UBS Group, an estimated $4.7K added.
- The largest Energy Focus seller in Q4 2024 was Susquehanna International Group, an estimated $15.8K sold.
Based on aggregated 13F filings for Q4 2024.