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Eos Energy Enterprises

136 hedge funds and large institutions have $147M invested in Eos Energy Enterprises in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.63M

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

14% more funds holding

Funds holding: 119136 (+17)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

2.12% less ownership

Funds ownership: 53%50.88% (-2.1%)

50% less capital invested

Capital invested by funds: $295M → $147M (-$148M)

Holders
136
Holders Change
+17
Holders Change %
+14.29%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
41
Reduced
38
Closed
15
Calls
$33.4M
Puts
$9.63M
Net Calls
+$23.8M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
51
Squarepoint
New York
$268K +$311K +103,823 +502%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$250K +$348K +116,251 New
PP
53
Paloma Partners
Connecticut
$247K +$344K +115,000 New
SC
54
Sculptor Capital
New York
$245K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
55
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$245K +$61.5K +20,543 +22%
EWM
56
Evercore Wealth Management
New York
$237K +$329K +110,000 New
IMC Chicago
57
IMC Chicago
Illinois
$236K +$328K +109,541 New
ProShare Advisors
58
ProShare Advisors
Maryland
$224K -$51 -17 -0%
KCM
59
Kempner Capital Management
Texas
$215K
Belvedere Trading
60
Belvedere Trading
Illinois
$205K -$202K -67,485 -41%
JIR
61
James Investment Research
Ohio
$202K +$281K +93,741 New
PVH
62
Psagot Value Holdings
Israel
$184K -$5.4K -1,804 -2%
BFM
63
Boothbay Fund Management
New York
$182K -$312K -104,191 -55%
Wolverine Trading
64
Wolverine Trading
Illinois
$176K +$245K +81,944 New
AIP
65
ARS Investment Partners
New York
$176K +$245K +81,825 New
SI
66
SCP Investment
California
$169K +$236K +78,800 New
MWP
67
Meredith Wealth Planning
Illinois
$161K +$144K +48,000 +178%
JP Morgan Chase
68
JP Morgan Chase
New York
$157K -$31.2K -10,408 -12%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$157K -$699K -233,401 -80%
XT
70
XTX Topco
Cayman Islands
$151K +$211K +70,350 New
Bank of America
71
Bank of America
North Carolina
$149K +$104K +34,671 +100%
ASN
72
Advisory Services Network
Georgia
$143K +$14.5K +4,850 +8%
Goldman Sachs
73
Goldman Sachs
New York
$137K -$262K -87,612 -58%
AllianceBernstein
74
AllianceBernstein
Tennessee
$128K -$178K -59,460 -50%
MIM
75
MetLife Investment Management
New Jersey
$126K

EOSE Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eos Energy Enterprises (EOSE) for Q3 2023, worth a combined $147M — down 50% from $295M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EOSE positions and 15 closed out — a net gain of 17 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $6.62M. The largest seller was Morgan Stanley, cutting an estimated $7.99M.

  • 136 institutional investors held Eos Energy Enterprises (EOSE) as of Q3 2023, up from 119 in Q2 2023.
  • Funds reported $147M of Eos Energy Enterprises stock for Q3 2023, down 50% quarter-over-quarter.
  • 32 funds opened new Eos Energy Enterprises positions in Q3 2023 and 15 closed out, a net change of +17 holders.
  • The largest Eos Energy Enterprises buyer in Q3 2023 was NewEdge Advisors, an estimated $6.62M added.
  • The largest Eos Energy Enterprises seller in Q3 2023 was Morgan Stanley, an estimated $7.99M sold.

Based on aggregated 13F filings for Q3 2023.