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Eos Energy Enterprises

127 hedge funds and large institutions have $73.5M invested in Eos Energy Enterprises in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $2.86M

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

5% less funds holding

Funds holding: 133127 (-6)

14.17% less ownership

Funds ownership: 40.87%26.7% (-14%)

14% less capital invested

Capital invested by funds: $85.6M → $73.5M (-$12.1M)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
42
Reduced
28
Closed
36
Calls
$13.7M
Puts
$2.86M
Net Calls
+$10.8M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
New York
$98.1K +$20.3K +24,607 +47%
UBS Group
52
UBS Group
Switzerland
$92.6K -$181K -219,623 -75%
PCM
53
Prelude Capital Management
New York
$90.2K +$33.6K +40,646 +134%
CFB
54
Cullen/Frost Bankers
Texas
$88.9K +$16.5K +20,000 +40%
Bank of America
55
Bank of America
North Carolina
$86.1K -$12.7K -15,362 -18%
BRWA
56
B. Riley Wealth Advisors
Florida
$85.6K -$172K -208,365 -76%
BAM
57
Berkshire Asset Management
Pennsylvania
$85.1K +$55.4K +67,000 New
PD
58
Point72 (DIFC)
United Arab Emirates
$82.9K +$54K +65,299 New
Simplex Trading
59
Simplex Trading
Illinois
$82K +$53.4K +64,659 New
PI
60
PEAK6 Investments
Illinois
$69.7K -$37.3K -45,134 -45%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$69.1K
KAS
62
Kestra Advisory Services
Texas
$65.8K +$5.78K +7,000 +16%
Wells Fargo
63
Wells Fargo
California
$63.4K -$69.8K -84,447 -63%
GWM
64
Greenwich Wealth Management
Connecticut
$53K
SSA
65
Schonfeld Strategic Advisors
New York
$52.8K +$34.4K +41,600 New
GC
66
Grimes & Company
Massachusetts
$50.8K
Mariner
67
Mariner
Kansas
$50.8K
CFM
68
Catalyst Funds Management
Australia
$49.1K +$32K +38,700 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$44.4K +$8.98K +10,866 +45%
GF
70
Gabelli Funds
New York
$40K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$37K +$6.78K +8,200 +39%
JF
72
Jump Financial
Illinois
$37K +$14.6K +17,712 +155%
SRL
73
Scientech Research LLC
New Jersey
$36.5K +$23.7K +28,710 New
Bank of New York Mellon
74
Bank of New York Mellon
New York
$35.2K -$297K -359,012 -93%
GSC
75
Ground Swell Capital
South Carolina
$34.2K +$22.2K +26,921 New

EOSE Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eos Energy Enterprises (EOSE) for Q2 2024, worth a combined $73.5M — down 14% from $85.6M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EOSE and 30 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $2.57M. The largest seller was Legal & General Group, cutting an estimated $6.25M.

  • 127 institutional investors held Eos Energy Enterprises (EOSE) as of Q2 2024, down from 133 in Q1 2024.
  • Funds reported $73.5M of Eos Energy Enterprises stock for Q2 2024, down 14% quarter-over-quarter.
  • 30 funds opened new Eos Energy Enterprises positions in Q2 2024 and 36 closed out, a net change of -6 holders.
  • The largest Eos Energy Enterprises buyer in Q2 2024 was Millennium Management, an estimated $2.57M added.
  • The largest Eos Energy Enterprises seller in Q2 2024 was Legal & General Group, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2024.