We are live on ! Find out more
FLNC icon

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
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$683K -$61.1K -3,340 -8%
PRC
102
Pearl River Capital
Michigan
$680K +$388K +21,191 +118%
RC
103
Renaissance Capital
Connecticut
$663K +$20.3K +1,111 +3%
DPIM
104
Duff & Phelps Investment Management
Illinois
$662K +$437K +23,865 +167%
PFS
105
Prospera Financial Services
Texas
$620K +$210K +11,459 +47%
Marshall Wace
106
Marshall Wace
United Kingdom
$620K -$6.83M -373,336 -91%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$611K +$542K +29,640 New
GAA
108
Green Alpha Advisors
Colorado
$607K -$10.8K -591 -2%
Ameriprise
109
Ameriprise
Minnesota
$600K +$159K +8,715 +34%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$576K +$82.5K +4,507 +16%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$570K +$136K +7,419 +29%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$541K -$34.7K -1,897 -6%
MIM
113
MetLife Investment Management
New Jersey
$532K
AIG
114
American International Group
New York
$501K -$4.55K -249 -0.9%
SI
115
SCP Investment
California
$499K +$527K +28,800 New
FAM
116
Fred Alger Management
New York
$492K +$519K +28,379 New
PCM
117
Prelude Capital Management
New York
$453K +$477K +26,096 New
KBC Group
118
KBC Group
Belgium
$448K +$25.6K +1,398 +6%
AAM
119
Advisors Asset Management
Colorado
$431K -$8.54K -467 -2%
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$414K -$946K -51,690 -68%
PTC
121
Petrus Trust Company
Texas
$408K +$430K +23,508 New
LPL Financial
122
LPL Financial
California
$406K +$122K +6,678 +40%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$405K -$625K -34,139 -59%
VA
124
Vident Advisory
Georgia
$402K +$204K +11,129 +93%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$394K +$38.1K +2,081 +10%

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.