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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
Simplex Trading
176
Simplex Trading
Illinois
$73K -$5.83K -277 -8%
Lazard Asset Management
177
Lazard Asset Management
New York
$62K +$55.4K +2,629 New
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$61.8K +$29.4K +1,395 +116%
A
179
AlphaQuest
New York
$59.5K +$52.6K +2,496 New
Comerica Bank
180
Comerica Bank
Texas
$56.1K +$43.5K +2,066 +725%
EC
181
EntryPoint Capital
New York
$42K +$37.1K +1,760 New
QL
182
Quarry LP
New York
$38.1K +$33.6K +1,598 New
AWM
183
Atticus Wealth Management
Florida
$37.2K
QC
184
Quent Capital
New York
$31.7K
AAG
185
Armstrong Advisory Group
Massachusetts
$29.7K
SPIA
186
Steward Partners Investment Advisory
New York
$18.6K -$16.8K -800 -51%
LSA
187
Leonteq Securities AG
Switzerland
$13.8K -$213K -10,133 -95%
CG
188
Cutler Group
California
$12K -$45.8K -2,175 -80%
CAL
189
Capital Analysts LLC
Pennsylvania
$12K
US Bancorp
190
US Bancorp
Minnesota
$10.2K -$400 -19 -4%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$9.78K
WIM
192
Westside Investment Management
California
$9.54K
WT
193
Whittier Trust
California
$7.91K -$6.27K -298 -47%
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.16K
GI
195
GAMMA Investing
California
$5.82K +$6.17K +293 New
RFG
196
RFP Financial Group
Georgia
$5.08K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$5K -$800 -38 -15%
ASN
198
Advisory Services Network
Georgia
$4.37K +$3.85K +183 New
PS
199
Principal Securities
Iowa
$3.74K +$3.31K +157 New
IA
200
IFP Advisors
Florida
$3.58K -$695 -33 -18%

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.