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Fluence Energy

165 hedge funds and large institutions have $1.92B invested in Fluence Energy in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $7.32M

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

18% more capital invested

Capital invested by funds: $1.62B → $1.92B (+$299M)

10% more funds holding

Funds holding: 150165 (+15)

0.2% more ownership

Funds ownership: 81.38%81.59% (+0.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
165
Holders Change
+15
Holders Change %
+10%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
59
Reduced
43
Closed
24
Calls
$13.6M
Puts
$7.32M
Net Calls
+$6.27M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$43.9K -$30.2K -1,522 -41%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$40.5K -$7.55K -380 -16%
AWM
128
Atticus Wealth Management
Florida
$33.2K +$9.93K +500 +44%
QC
129
Quent Capital
New York
$26.9K
ACM
130
Aquatic Capital Management
Illinois
$26K +$25.8K +1,300 New
SPIA
131
Steward Partners Investment Advisory
New York
$23.9K
BAM
132
Belpointe Asset Management
Nevada
$23.3K +$22.8K +1,150 New
TC
133
Trium Capital
United Kingdom
$22K +$22K +1,110 New
PMFA
134
Plante Moran Financial Advisors
Michigan
$20.3K -$9.77K -492 -33%
ASN
135
Advisory Services Network
Georgia
$17.4K +$1.99K +100 +13%
VF
136
VitalStone Financial
Texas
$15K +$6.45K +325 +295%
WT
137
Whittier Trust
California
$12.8K +$6.75K +340 +117%
US Bancorp
138
US Bancorp
Minnesota
$11.9K +$6.41K +323 +122%
PK
139
Pflug Koory
Nebraska
$10.1K
WIM
140
Westside Investment Management
California
$8.1K
RA
141
Rational Advisors
New York
$6.44K
IA
142
IFP Advisors
Florida
$5.25K +$2.98K +150 New
OLVIG
143
Oliver Lagore Vanvalin Investment Group
Michigan
$5.06K +$1.99K +100 +67%
EI
144
Ellevest Inc
New York
$4.47K -$357 -18 -8%
RFG
145
RFP Financial Group
Georgia
$4.31K +$4.23K +213 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$4K
AA
147
Ancora Advisors
Ohio
$3.44K +$3.38K +170 New
HT
148
Headlands Technologies
Illinois
$3.34K +$3.28K +165 New
S
149
SignatureFD
Georgia
$2.25K -$973 -49 -31%
CMA
150
Cedar Mountain Advisors
Oregon
$2.02K

FLNC Hedge Fund Activity: Q1 2023 in Review

165 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q1 2023, worth a combined $1.92B — up 18% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FLNC positions and 24 closed out — a net gain of 15 holders — while 59 added to existing stakes and 43 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $21.7M. The largest seller was Electron Capital Partners, cutting an estimated $28.9M.

  • 165 institutional investors held Fluence Energy (FLNC) as of Q1 2023, up from 150 in Q4 2022.
  • Funds reported $1.92B of Fluence Energy stock for Q1 2023, up 18% quarter-over-quarter.
  • 39 funds opened new Fluence Energy positions in Q1 2023 and 24 closed out, a net change of +15 holders.
  • The largest Fluence Energy buyer in Q1 2023 was Point72 Asset Management, an estimated $21.7M added.
  • The largest Fluence Energy seller in Q1 2023 was Electron Capital Partners, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2023.