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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
BCV
151
Banque Cantonale Vaudoise
Switzerland
$310K -$66.3K -3,148 -19%
OAM
152
Oxford Asset Management
United Kingdom
$309K +$273K +12,955 New
Citigroup
153
Citigroup
New York
$308K +$134K +6,343 +96%
AAS
154
Avantax Advisory Services
Texas
$301K -$90K -4,275 -25%
VA
155
Vident Advisory
Georgia
$287K -$24.1K -1,143 -9%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$285K
Wolverine Trading
157
Wolverine Trading
Illinois
$248K -$184K -8,724 -46%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$241K -$3.21M -152,291 -94%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$239K
GF
160
Gabelli Funds
New York
$239K
ProShare Advisors
161
ProShare Advisors
Maryland
$232K +$204K +9,709 New
CSS
162
Cubist Systematic Strategies
Connecticut
$226K +$27.9K +1,326 +16%
TCM
163
Teza Capital Management
Illinois
$212K +$187K +8,868 New
RJFSA
164
Raymond James Financial Services Advisors
Florida
$207K +$183K +8,673 New
Verition Fund Management
165
Verition Fund Management
Connecticut
$205K -$715K -33,969 -80%
ITFISA
166
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$205K
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$202K +$178K +8,460 New
AB
168
Amalgamated Bank
New York
$198K +$50K +2,376 +40%
TRCT
169
Tower Research Capital (TRC)
New York
$193K +$154K +7,328 +967%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$183K -$30.4K -1,445 -16%
S
171
SignatureFD
Georgia
$165K
Osaic Holdings
172
Osaic Holdings
Arizona
$155K -$46.9K -2,229 -25%
AIP
173
Ameritas Investment Partners
Nebraska
$136K +$37.3K +1,770 +45%
SIM
174
Sandia Investment Management
Massachusetts
$119K +$105K +5,000 New
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
$83.1K +$22.2K +1,054 +43%

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.