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Eos Energy Enterprises

119 hedge funds and large institutions have $295M invested in Eos Energy Enterprises in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $17M

294% more capital invested

Capital invested by funds: $74.7M → $295M (+$220M)

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

35% more funds holding

Funds holding: 88119 (+31)

18.81% more ownership

Funds ownership: 34.19%53% (+19%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
+31
Holders Change %
+35.23%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
56
Increased
34
Reduced
14
Closed
24
Calls
$71.6M
Puts
$17M
Net Calls
+$54.6M
Net Calls Change
+$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
26
EAM Investors
California
$1.54M +$931K +354,790 New
N
27
Nuveen
North Carolina
$1.44M +$873K +332,839 New
Wells Fargo
28
Wells Fargo
California
$1.4M +$203K +77,392 +31%
AAP
29
Ardsley Advisory Partners
Connecticut
$1.37M -$74.8K -28,500 -8%
Charles Schwab
30
Charles Schwab
California
$1.29M +$709K +270,326 +1,011%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.28M +$768K +292,702 New
Mitsubishi UFJ Asset Management
32
Mitsubishi UFJ Asset Management
Japan
$1.21M +$730K +278,163 New
Rafferty Asset Management
33
Rafferty Asset Management
New York
$1.09M +$661K +252,059 New
HIIFS
34
Harel Insurance Investments & Financial Services
Israel
$924K +$559K +212,884 New
BFM
35
Boothbay Fund Management
New York
$820K +$86.1K +32,814 +21%
DAM
36
Doheny Asset Management
California
$751K +$454K +172,950 New
Belvedere Trading
37
Belvedere Trading
Illinois
$708K +$239K +91,187 +127%
Stifel Financial
38
Stifel Financial
Missouri
$669K +$307K +117,109 +317%
Goldman Sachs
39
Goldman Sachs
New York
$657K +$123K +46,834 +45%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$651K
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$606K +$367K +139,744 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$516K +$312K +118,920 New
SC
43
Sculptor Capital
New York
$495K +$299K +114,000 New
ProShare Advisors
44
ProShare Advisors
Maryland
$452K +$273K +104,043 New
KCM
45
Kempner Capital Management
Texas
$434K
PVH
46
Psagot Value Holdings
Israel
$413K +$220K +83,782 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
47
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$405K +$74.5K +28,399 +44%
DnB Asset Management
48
DnB Asset Management
Norway
$390K +$236K +89,883 New
JP Morgan Chase
49
JP Morgan Chase
New York
$362K -$63.4K -24,150 -22%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$328K +$190K +72,458 +2,289%

EOSE Hedge Fund Activity: Q2 2023 in Review

119 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eos Energy Enterprises (EOSE) for Q2 2023, worth a combined $295M — up 294% from $74.7M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EOSE positions and 24 closed out — a net gain of 32 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $21.6M. The largest seller was KIM LLC, exiting entirely with an estimated $6.52M sold.

  • 119 institutional investors held Eos Energy Enterprises (EOSE) as of Q2 2023, up from 88 in Q1 2023.
  • Funds reported $295M of Eos Energy Enterprises stock for Q2 2023, up 294% quarter-over-quarter.
  • 56 funds opened new Eos Energy Enterprises positions in Q2 2023 and 24 closed out, a net change of +32 holders.
  • The largest Eos Energy Enterprises buyer in Q2 2023 was Legal & General Group, an estimated $21.6M added.
  • The largest Eos Energy Enterprises seller in Q2 2023 was KIM LLC, an estimated $6.52M sold.

Based on aggregated 13F filings for Q2 2023.