Eos Energy Enterprises
EOSE
135 hedge funds and large institutions have $104M invested in Eos Energy Enterprises in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 26 closing their positions.
344% more call options, than puts
Call options by funds: $18.5M | Put options by funds: $4.17M
77% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 31
1% less funds holding
Funds holding: 136 → 135 (-1)
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
1.21% less ownership
Funds ownership: 50.88% → 49.67% (-1.2%)
29% less capital invested
Capital invested by funds: $147M → $104M (-$42.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$8.59M |
| 2 |
ECP
Electron Capital Partners
New York
|
+$7.04M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.11M |
| 4 |
State Street
Boston,
Massachusetts
|
+$3.92M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Covalis Capital
London,
United Kingdom
|
-$4.3M |
| 2 |
Group One Trading
Chicago,
Illinois
|
-$2.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.42M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$1.11M |
| 5 |
DAM
Doheny Asset Management
Los Angeles,
California
|
-$784K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
XT
151
XTX Topco
George Town,
Cayman Islands
| – | -$151K | -70,350 | Closed |
|
152
Marshall Wace
London,
United Kingdom
| – | -$83.2K | -38,696 | Closed |
|
|
BC
153
BIT Capital
Berlin,
Germany
| – | -$81.3K | -37,817 | Closed |
|
154
AQR Capital Management
Greenwich,
Connecticut
| – | -$66.4K | -30,866 | Closed |
|
|
GS
155
GTS Securities
New York
| – | -$30K | -20,574 | Closed |
|
|
CC
156
Copperleaf Capital
Raleigh,
North Carolina
| – | -$44K | -20,480 | Closed |
|
157
Balyasny Asset Management
Chicago,
Illinois
| – | -$36.3K | -16,876 | Closed |
|
|
CG
158
Cutler Group
San Francisco,
California
| – | -$7.46K | -5,121 | Closed |
|
|
WAM
159
Wolverine Asset Management
Chicago,
Illinois
| – | -$6.3K | -2,930 | Closed |
|
|
AW
160
Avion Wealth
The Woodlands,
Texas
| – | -$1K | -736 | Closed |
|
161
US Bancorp
Minneapolis,
Minnesota
| – | -$1.07K | -500 | Closed |
|
EOSE Hedge Fund Activity: Q4 2023 in Review
135 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eos Energy Enterprises (EOSE) for Q4 2023, worth a combined $104M — down 29% from $147M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of EOSE and 25 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 55 added.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $8.59M. The largest seller was Covalis Capital, exiting entirely with an estimated $4.3M sold.
- 135 institutional investors held Eos Energy Enterprises (EOSE) as of Q4 2023, down from 136 in Q3 2023.
- Funds reported $104M of Eos Energy Enterprises stock for Q4 2023, down 29% quarter-over-quarter.
- 25 funds opened new Eos Energy Enterprises positions in Q4 2023 and 26 closed out, a net change of -1 holder.
- The largest Eos Energy Enterprises buyer in Q4 2023 was Alyeska Investment Group, an estimated $8.59M added.
- The largest Eos Energy Enterprises seller in Q4 2023 was Covalis Capital, an estimated $4.3M sold.
Based on aggregated 13F filings for Q4 2023.