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Fluence Energy

204 hedge funds and large institutions have $1.96B invested in Fluence Energy in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $17.6M

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.19% less ownership

Funds ownership: 89.27%89.08% (-0.19%)

5% less funds holding

Funds holding: 215204 (-11)

20% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 54

23% less capital invested

Capital invested by funds: $2.54B → $1.96B (-$579M)

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
43
Increased
78
Reduced
58
Closed
54
Calls
$30.6M
Puts
$17.6M
Net Calls
+$13M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$3.16M -$476K -26,005 -13%
Wells Fargo
52
Wells Fargo
California
$3.09M +$179K +9,770 +6%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$2.86M +$3.02M +165,199 New
Franklin Resources
54
Franklin Resources
California
$2.7M +$154K +8,430 +6%
AA
55
ALPS Advisors
Colorado
$2.69M +$214K +11,695 +8%
Goldman Sachs
56
Goldman Sachs
New York
$2.33M -$782K -42,732 -24%
CSS
57
Cubist Systematic Strategies
Connecticut
$2.23M +$2.18M +118,935 +1,256%
SC
58
Sagefield Capital
Texas
$2.22M +$733K +40,089 +45%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.15M
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$2.11M +$480K +26,238 +24%
WHG
61
Westwood Holdings Group
Texas
$1.87M -$1.4M -76,426 -41%
DZ Bank
62
DZ Bank
Germany
$1.79M +$714K +39,051 +61%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.78M +$1.03M +56,054 +120%
Barclays
64
Barclays
United Kingdom
$1.77M -$375K -20,511 -17%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$1.67M -$1.5M -82,101 -46%
GAM
66
Gotham Asset Management
New York
$1.65M +$950K +51,934 +120%
NWM
67
Nicola Wealth Management
British Columbia, Canada
$1.65M -$91.5K -5,000 -5%
Capital Fund Management (CFM)
68
Capital Fund Management (CFM)
France
$1.59M +$991K +54,147 +145%
EP
69
Edgestream Partners
New Jersey
$1.57M +$1.66M +90,775 New
JP Morgan Chase
70
JP Morgan Chase
New York
$1.55M -$4.71M -257,599 -74%
Vontobel Holding
71
Vontobel Holding
Switzerland
$1.47M -$64.2K -3,511 -4%
AQR Capital Management
72
AQR Capital Management
Connecticut
$1.44M +$1.13M +61,982 +293%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1.41M +$305K +16,668 +26%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$1.36M +$59.1K +3,233 +4%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.3M -$419K -22,925 -23%

FLNC Hedge Fund Activity: Q1 2024 in Review

204 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q1 2024, worth a combined $1.96B — down 23% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of FLNC and 43 opened new positions — a net loss of 11 holders — while 58 trimmed existing stakes and 78 added.

The largest buyer was Fidelity Investments, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $37.1M.

  • 204 institutional investors held Fluence Energy (FLNC) as of Q1 2024, down from 215 in Q4 2023.
  • Funds reported $1.96B of Fluence Energy stock for Q1 2024, down 23% quarter-over-quarter.
  • 43 funds opened new Fluence Energy positions in Q1 2024 and 54 closed out, a net change of -11 holders.
  • The largest Fluence Energy buyer in Q1 2024 was Fidelity Investments, an estimated $39.1M added.
  • The largest Fluence Energy seller in Q1 2024 was Morgan Stanley, an estimated $37.1M sold.

Based on aggregated 13F filings for Q1 2024.