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Fluence Energy

215 hedge funds and large institutions have $2.54B invested in Fluence Energy in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

81% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 32

39% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 56

14% more funds holding

Funds holding: 189215 (+26)

12% more capital invested

Capital invested by funds: $2.27B → $2.54B (+$271M)

5.88% more ownership

Funds ownership: 83.39%89.27% (+5.9%)

23% less call options, than puts

Call options by funds: $26.1M | Put options by funds: $34.1M

Holders
215
Holders Change
+26
Holders Change %
+13.76%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
58
Increased
78
Reduced
56
Closed
32
Calls
$26.1M
Puts
$34.1M
Net Calls
-$7.92M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
101
UBS AM
Illinois
$1.02M +$204K +9,667 +29%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$1.02M +$899K +42,707 New
LCM
103
Legato Capital Management
California
$1.01M -$59K -2,802 -6%
ECM
104
ExodusPoint Capital Management
New York
$911K +$804K +38,200 New
MAM
105
Morse Asset Management
Connecticut
$906K -$940K -44,630 -54%
Capital Fund Management (CFM)
106
Capital Fund Management (CFM)
France
$891K -$1.06M -50,342 -57%
RC
107
Renaissance Capital
Connecticut
$886K +$368K +17,460 +89%
BA
108
Bridgewater Associates
Connecticut
$884K +$780K +37,047 New
GAA
109
Green Alpha Advisors
Colorado
$850K +$406K +19,295 +118%
Deutsche Bank
110
Deutsche Bank
Germany
$828K +$172K +8,168 +31%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$789K +$694K +32,939 +25,534%
BFM
112
Boothbay Fund Management
New York
$775K +$20.6K +978 +3%
MIM
113
MetLife Investment Management
New Jersey
$731K +$213K +10,129 +49%
AIG
114
American International Group
New York
$695K +$200K +9,508 +48%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$685K +$132K +6,290 +28%
DnB Asset Management
116
DnB Asset Management
Norway
$666K +$588K +27,921 New
Ameriprise
117
Ameriprise
Minnesota
$617K +$226K +10,712 +71%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$607K +$216K +10,264 +68%
AAM
119
Advisors Asset Management
Colorado
$604K +$13.3K +633 +3%
KBC Group
120
KBC Group
Belgium
$583K +$284K +13,481 +123%
PFS
121
Prospera Financial Services
Texas
$580K +$157K +7,460 +44%
HPG
122
Harvest Portfolios Group
Ontario, Canada
$540K -$48.6K -2,306 -9%
SPS
123
Susquehanna Portfolio Strategies
Pennsylvania
$527K +$465K +22,105 New
WSCM
124
Wellington Shields Capital Management
New York
$525K +$16.8K +800 +4%
MCC
125
Money Concepts Capital
Florida
$513K +$122K +5,794 +37%

FLNC Hedge Fund Activity: Q4 2023 in Review

215 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q4 2023, worth a combined $2.54B — up 12% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FLNC positions and 32 closed out — a net gain of 26 holders — while 78 added to existing stakes and 56 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $42M. The largest seller was Siemens Pension Trust, cutting an estimated $149M.

  • 215 institutional investors held Fluence Energy (FLNC) as of Q4 2023, up from 189 in Q3 2023.
  • Funds reported $2.54B of Fluence Energy stock for Q4 2023, up 12% quarter-over-quarter.
  • 58 funds opened new Fluence Energy positions in Q4 2023 and 32 closed out, a net change of +26 holders.
  • The largest Fluence Energy buyer in Q4 2023 was Citadel Advisors, an estimated $42M added.
  • The largest Fluence Energy seller in Q4 2023 was Siemens Pension Trust, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2023.