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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
Victory Capital Management
76
Victory Capital Management
Texas
$33.3K +$239 +289 +1%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$31K +$1.9K +2,300 +10%
TCM
78
Traynor Capital Management
Pennsylvania
$29.6K +$5.18K +6,270 +37%
LWA
79
Ledgewood Wealth Advisors
New Hampshire
$29.2K
IAG
80
Investment Advisory Group
Massachusetts
$27.3K
Citigroup
81
Citigroup
New York
$26.7K -$21K -25,436 -55%
ProShare Advisors
82
ProShare Advisors
Maryland
$26.1K -$116K -139,979 -87%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$25.7K -$105K -127,153 -86%
EH
84
Equitable Holdings
New York
$25.5K +$4.13K +5,000 +33%
CS
85
Cannell & Spears
New York
$25.4K
GCP
86
GSA Capital Partners
United Kingdom
$25K +$16.4K +19,787 New
CS
87
Capital Square
Tennessee
$24.5K +$1.65K +2,000 +18%
IA
88
IFG Advisory
Georgia
$24K
Squarepoint
89
Squarepoint
New York
$23.9K +$15.5K +18,792 New
HT
90
Headlands Technologies
Illinois
$23.8K +$15.5K +18,738 New
HSBC Holdings
91
HSBC Holdings
United Kingdom
$22.9K
PWA
92
Primoris Wealth Advisors
Florida
$22.2K +$14.5K +17,500 New
SG Americas Securities
93
SG Americas Securities
New York
$22K +$14.6K +17,677 New
PM
94
Penbrook Management
New York
$21K +$3.31K +4,000 +32%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$20.5K +$13.4K +16,166 New
KFS
96
Kaizen Financial Strategies
California
$19.6K +$8.84K +10,700 New
LCC
97
Lincoln Capital Corp
Rhode Island
$19.1K
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$17.7K
VPIM
99
Vanguard Personalized Indexing Management
California
$17.2K +$11.2K +13,536 New
SWP
100
Significant Wealth Partners
Illinois
$16.7K +$2.41K +2,922 +28%

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.