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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$2K
HCM
127
Hollencrest Capital Management
California
$1.61K +$898 +300 +67%
LFG
128
Larson Financial Group
Missouri
$1.47K
GRP
129
Global Retirement Partners
California
$1.13K
FWM
130
Focused Wealth Management
New York
$1.07K
US Bancorp
131
US Bancorp
Minnesota
$1.07K
AW
132
Avion Wealth
Texas
$1K
FFL
133
Financial Freedom LLC
Ohio
$860
TWC
134
TD Waterhouse Canada
Ontario, Canada
$786
Citigroup
135
Citigroup
New York
$219 -$95.7K -31,951 -100%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$69 +$96 +32 New
EI
137
EAM Investors
California
-$1.54M -354,790 Closed
CPC
138
Cookson Peirce & Co
Pennsylvania
-$304K -70,000 Closed
Two Sigma Advisers
139
Two Sigma Advisers
New York
-$135K -31,100 Closed
BBA
140
Baader Bank Aktiengesellschaft
Germany
-$130K -30,000 Closed
BCM
141
Bayesian Capital Management
New York
-$130K -30,000 Closed
Walleye Trading
142
Walleye Trading
New York
-$89K -29,727 Closed
BBP
143
Banco BTG Pactual
Brazil
-$128K -29,412 Closed
Parallax Volatility Advisers
144
Parallax Volatility Advisers
California
-$116K -26,724 Closed
Franklin Resources
145
Franklin Resources
California
-$102K -23,520 Closed
GAM
146
Gotham Asset Management
New York
-$61.9K -14,274 Closed
CC
147
Centiva Capital
New York
-$30K -6,906 Closed
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
-$868 -200 Closed
Federated Hermes
149
Federated Hermes
Pennsylvania
-$833 -192 Closed
SPIA
150
Steward Partners Investment Advisory
New York
-$421 -97 Closed

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.