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Fluence Energy

234 hedge funds and large institutions have $2.45B invested in Fluence Energy in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $14M

29% more capital invested

Capital invested by funds: $1.89B → $2.45B (+$558M)

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

4% more funds holding

Funds holding: 224234 (+10)

2.66% less ownership

Funds ownership: 86.46%83.8% (-2.7%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
49
Increased
80
Reduced
72
Closed
38
Calls
$43.7M
Puts
$14M
Net Calls
+$29.7M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Whalen Wealth Management
Nevada
$288K -$7.87K -435 -3%
SC
152
Sagefield Capital
Texas
$286K -$1.66M -91,589 -88%
Mariner
153
Mariner
Kansas
$284K +$7.39K +409 +3%
WSC
154
Wellington Shields & Co
New York
$284K
EGM
155
Engineers Gate Manager
New York
$275K +$219K +12,101 New
BFM
156
Boothbay Fund Management
New York
$270K -$50.7K -2,804 -19%
SA
157
SpiderRock Advisors
Delaware
$250K
PTC
158
Petrus Trust Company
Texas
$246K +$196K +10,849 New
VA
159
Vident Advisory
Georgia
$233K -$234K -12,925 -56%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$231K -$15.9K -877 -8%
AG
161
Algert Global
California
$229K +$183K +10,102 New
AAP
162
Ardsley Advisory Partners
Connecticut
$227K -$271K -15,000 -60%
GF
163
Gabelli Funds
New York
$227K
JJBC
164
James J. Burns & Company
New York
$227K
WS
165
Wedbush Securities
California
$221K +$176K +9,719 New
HSBC Holdings
166
HSBC Holdings
United Kingdom
$214K -$271K -14,963 -62%
Victory Capital Management
167
Victory Capital Management
Texas
$212K +$169K +9,352 New
NRD
168
Nebula Research & Development
New York
$211K +$168K +9,276 New
PCM
169
Prelude Capital Management
New York
$206K -$35.3K -1,951 -18%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$205K +$163K +9,032 New
SOW
171
State of Wyoming
Wyoming
$205K +$163K +9,005 New
Comerica Bank
172
Comerica Bank
Texas
$182K +$64K +3,542 +79%
MAM
173
Morse Asset Management
Connecticut
$175K +$139K +7,713 New
AIP
174
Ameritas Investment Partners
Nebraska
$140K +$8.77K +485 +9%
Lazard Asset Management
175
Lazard Asset Management
New York
$126K

FLNC Hedge Fund Activity: Q3 2024 in Review

234 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q3 2024, worth a combined $2.45B — up 29% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FLNC positions and 38 closed out — a net gain of 11 holders — while 80 added to existing stakes and 72 trimmed.

The largest buyer was Handelsbanken Fonder, adding an estimated $37M. The largest seller was Covalis Capital, exiting entirely with an estimated $34.2M sold.

  • 234 institutional investors held Fluence Energy (FLNC) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $2.45B of Fluence Energy stock for Q3 2024, up 29% quarter-over-quarter.
  • 49 funds opened new Fluence Energy positions in Q3 2024 and 38 closed out, a net change of +11 holders.
  • The largest Fluence Energy buyer in Q3 2024 was Handelsbanken Fonder, an estimated $37M added.
  • The largest Fluence Energy seller in Q3 2024 was Covalis Capital, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2024.