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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
IAG
101
Investment Advisory Group
Massachusetts
$46.2K +$16.5K +5,500 +34%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$45K -$9.05K -3,024 -13%
GS
103
GTS Securities
New York
$44.2K +$15.4K +5,131 +33%
CC
104
Copperleaf Capital
North Carolina
$44K
TRCT
105
Tower Research Capital (TRC)
New York
$42.7K +$51.7K +17,257 +666%
IA
106
IFG Advisory
Georgia
$40.7K +$56.7K +18,935 New
PIA
107
Powell Investment Advisors
Florida
$38.7K +$53.9K +18,000 New
Mariner
108
Mariner
Kansas
$37K +$10.5K +3,504 +26%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$36.3K +$50.5K +16,876 New
ETC
110
Exchange Traded Concepts
Oklahoma
$34.9K +$48.5K +16,216 New
SWM
111
Spire Wealth Management
Virginia
$34.4K -$30.8K -10,283 -39%
AB
112
Amalgamated Bank
New York
$34K
Victory Capital Management
113
Victory Capital Management
Texas
$30.4K +$6.24K +2,084 +17%
PM
114
Penbrook Management
New York
$26.9K +$37.4K +12,500 New
Principal Financial Group
115
Principal Financial Group
Iowa
$24.2K -$3.97K -1,327 -11%
CCA
116
Cobblestone Capital Advisors
New York
$22.3K
IUHSA
117
Itau Unibanco Holding S.A.
Brazil
$21.1K +$7.21K +2,410 +33%
CS
118
Capital Square
Tennessee
$20.1K +$33.8K +11,300 New
AIP
119
Ameritas Investment Partners
Nebraska
$19.1K
Osaic Holdings
120
Osaic Holdings
Arizona
$17.2K +$13.2K +4,400 +122%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$13K
CG
122
Cutler Group
California
$11K +$7.85K +2,621 +105%
UBS Group
123
UBS Group
Switzerland
$7.38K -$20.3K -6,765 -66%
TWM
124
Tradition Wealth Management
Minnesota
$7K +$9.88K +3,300 New
WAM
125
Wolverine Asset Management
Illinois
$6.3K -$19.2K -6,425 -69%

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.