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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
55
Reduced
31
Closed
26
Calls
$18.5M
Puts
$4.17M
Net Calls
+$14.3M
Net Calls Change
-$9.44M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$8.59M
2
ECP
Electron Capital Partners
New York
+$7.04M
3
Invesco
Invesco
Georgia
+$4.11M
4
State Street
State Street
Massachusetts
+$3.92M
5
Stifel Financial
Stifel Financial
Missouri
+$3.63M

Top Sellers

1
CC
Covalis Capital
United Kingdom
-$4.3M
2
Group One Trading
Group One Trading
Illinois
-$2.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.42M
4
AA
ALPS Advisors
Colorado
-$1.11M
5
DAM
Doheny Asset Management
California
-$784K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.87M +$2.26M +1,547,833 +21%
Legal & General Group
2
Legal & General Group
United Kingdom
$9.74M +$1.32M +906,263 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.59M +$3.09M +2,119,288 +32%
State Street
4
State Street
Massachusetts
$8.56M +$3.92M +2,691,151 +52%
ECP
5
Electron Capital Partners
New York
$7.58M +$7.04M +4,827,586 +227%
Invesco
6
Invesco
Georgia
$6.48M +$4.11M +2,819,487 +90%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$6.43M +$8.59M +5,895,020 New
AAP
8
Ardsley Advisory Partners
Connecticut
$4.82M +$3.31M +2,271,500 +108%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$4.64M +$1.23M +843,918 +25%
Stifel Financial
10
Stifel Financial
Missouri
$3.73M +$3.63M +2,490,682 +268%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$3.43M +$1.78M +1,224,417 +64%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.97M +$594K +407,796 +18%
AFG
13
American Financial Group
Ohio
$2.16M +$2.01M +1,379,310 +230%
MS
14
Maven Securities
Jersey
$2.07M +$2.76M +1,895,401 New
NA
15
NewEdge Advisors
Louisiana
$1.96M -$628K -430,627 -19%
Morgan Stanley
16
Morgan Stanley
New York
$1.62M +$1.78M +1,224,331 +466%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.33M +$672K +460,996 +61%
B
18
Barings
North Carolina
$1.31M – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.25M -$1.42M -971,406 -46%
Northern Trust
20
Northern Trust
Illinois
$1.1M +$114K +78,048 +8%
Hudson Bay Capital Management
21
Hudson Bay Capital Management
Connecticut
$983K +$1.31M +901,710 New
First Trust Advisors
22
First Trust Advisors
Illinois
$861K +$117K +80,375 +11%
CSCSIM
23
Clear Sky Carbon Solutions Investment Management
Texas
$856K +$671K +460,574 +142%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$681K +$681K +467,172 +297%
Group One Trading
25
Group One Trading
Illinois
$610K -$2.1M -1,437,351 -72%
1
2 3 4 5

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.