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Fluence Energy

224 hedge funds and large institutions have $1.89B invested in Fluence Energy in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 34

41% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 58

39% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15M

10% more funds holding

Funds holding: 204224 (+20)

4% less capital invested

Capital invested by funds: $1.96B → $1.89B (-$69.2M)

2.62% less ownership

Funds ownership: 89.08%86.46% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
224
Holders Change
+20
Holders Change %
+9.8%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
59
Increased
82
Reduced
58
Closed
34
Calls
$20.9M
Puts
$15M
Net Calls
+$5.88M
Net Calls Change
-$7.14M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$256K +$2.99K +156 +1%
BFM
152
Boothbay Fund Management
New York
$254K -$709K -36,927 -72%
DPIM
153
Duff & Phelps Investment Management
Illinois
$254K -$452K -23,565 -62%
LFG
154
Lazard Frères Gestion
France
$233K +$29.7M +1,550,000 New
WWM
155
Whalen Wealth Management
Nevada
$227K -$1.29K -67 -0.5%
EP
156
Edgestream Partners
New Jersey
$225K -$1.49M -77,807 -86%
WSC
157
Wellington Shields & Co
New York
$217K +$240K +12,500 New
ProShare Advisors
158
ProShare Advisors
Maryland
$214K +$34.3K +1,789 +17%
Mariner
159
Mariner
Kansas
$210K -$2.67K -139 -1%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$208K +$556 +29 +0.2%
CCI
161
Credit Capital Investments
New Jersey
$208K +$230K +12,000 New
OAC
162
OMERS Administration Corp
Ontario, Canada
$198K +$219K +11,400 New
RJFSA
163
Raymond James Financial Services Advisors
Florida
$192K +$10.8K +564 +5%
PCM
164
Prelude Capital Management
New York
$191K -$289K -15,057 -58%
MIG
165
Mariner Investment Group
New York
$191K +$211K +11,000 New
SA
166
SpiderRock Advisors
Delaware
$191K +$211K +11,000 New
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$184K +$204K +10,639 New
SWA
168
Sax Wealth Advisors
New Jersey
$184K +$203K +10,588 New
GF
169
Gabelli Funds
New York
$173K
JJBC
170
James J. Burns & Company
New York
$173K +$192K +10,000 New
HCA
171
Harbour Capital Advisors
Virginia
$168K +$196K +10,200 New
HT
172
Headlands Technologies
Illinois
$160K +$177K +9,226 New
S
173
SignatureFD
Georgia
$120K
A
174
AlphaQuest
New York
$111K -$181K -9,441 -60%
PMAM
175
Picton Mahoney Asset Management
Ontario, Canada
$109K +$120K +6,270 New

FLNC Hedge Fund Activity: Q2 2024 in Review

224 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q2 2024, worth a combined $1.89B — down 3.5% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FLNC positions and 34 closed out — a net gain of 25 holders — while 82 added to existing stakes and 58 trimmed.

The largest buyer was Lazard Frères Gestion, opening a new position worth an estimated $29.7M. The largest seller was Fidelity Investments, cutting an estimated $31.3M.

  • 224 institutional investors held Fluence Energy (FLNC) as of Q2 2024, up from 204 in Q1 2024.
  • Funds reported $1.89B of Fluence Energy stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 59 funds opened new Fluence Energy positions in Q2 2024 and 34 closed out, a net change of +25 holders.
  • The largest Fluence Energy buyer in Q2 2024 was Lazard Frères Gestion, an estimated $29.7M added.
  • The largest Fluence Energy seller in Q2 2024 was Fidelity Investments, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2024.