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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
Osaic Holdings
101
Osaic Holdings
Arizona
$16.5K +$3.6K +4,359 +51%
KPWS
102
Kestra Private Wealth Services
Texas
$16K -$1.65K -2,000 -14%
HighTower Advisors
103
HighTower Advisors
Illinois
$16K -$1.65K -2,000 -14%
MA
104
Montag & Associates
Georgia
$14.5K
FPW
105
Flagship Private Wealth
Massachusetts
$13.7K +$8.9K +10,766 New
AWS
106
Atria Wealth Solutions
New York
$12.7K +$8.26K +10,000 New
Barclays
107
Barclays
United Kingdom
$12.3K -$82.7K -100,120 -91%
PEP
108
Pickering Energy Partners
Texas
$11.7K
Legal & General Group
109
Legal & General Group
United Kingdom
$9.95K -$6.25M -7,565,104 -100%
Macquarie Group
110
Macquarie Group
Australia
$9.78K +$6.36K +7,700 New
W
111
WealthCollab
Washington
$8.94K
Citadel Advisors
112
Citadel Advisors
Florida
$7.31K +$3.52K +4,256 +283%
GRP
113
Global Retirement Partners
California
$6.39K
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$1.67K -$35.7K -43,235 -97%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$1.47K -$4.85K -5,869 -84%
EWA
116
EverSource Wealth Advisors
Alabama
$1.4K +$588 +712 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1K +$102 +124 +12%
SWM
118
Spire Wealth Management
Virginia
$953 -$1.24K -1,500 -67%
HCM
119
Hollencrest Capital Management
California
$953
LFG
120
Larson Financial Group
Missouri
$870
GI
121
GAMMA Investing
California
$780
AAP
122
Arax Advisory Partners
Colorado
$623 +$405 +490 New
FFL
123
Financial Freedom LLC
Ohio
$508
TWC
124
TD Waterhouse Canada
Ontario, Canada
$382 +$215 +260 New
PPA
125
Painted Porch Advisors
California
$381 +$248 +300 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.