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Fluence Energy

204 hedge funds and large institutions have $1.96B invested in Fluence Energy in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $30.6M | Put options by funds: $17.6M

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.19% less ownership

Funds ownership: 89.27%89.08% (-0.19%)

5% less funds holding

Funds holding: 215204 (-11)

20% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 54

23% less capital invested

Capital invested by funds: $2.54B → $1.96B (-$579M)

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
43
Increased
78
Reduced
58
Closed
54
Calls
$30.6M
Puts
$17.6M
Net Calls
+$13M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$14K +$9.46K +517 +176%
LSA
177
Leonteq Securities AG
Switzerland
$12.7K +$2.76K +151 +26%
SO
178
STRS Ohio
Ohio
$12K +$12.8K +700 New
CAL
179
Capital Analysts LLC
Pennsylvania
$9K
RAM
180
Ramirez Asset Management
New York
$8.67K +$9.15K +500 New
TRCT
181
Tower Research Capital (TRC)
New York
$8.01K -$139K -7,624 -94%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$7.11K
WIM
183
Westside Investment Management
California
$6.94K
WT
184
Whittier Trust
California
$5.75K
SPIA
185
Steward Partners Investment Advisory
New York
$4.87K -$9.15K -500 -64%
RFG
186
RFP Financial Group
Georgia
$3.69K
AIM
187
Arcadia Investment Management
Michigan
$3.47K +$3.66K +200 New
IA
188
IFP Advisors
Florida
$2.6K
PS
189
Principal Securities
Iowa
$2.13K -$622 -34 -22%
CMA
190
Cedar Mountain Advisors
Oregon
$1.73K
FCAS
191
First Command Advisory Services
Texas
$1.3K +$1.37K +75 New
VF
192
VitalStone Financial
Texas
$1K -$1.1K -60 -55%
CA
193
Clearstead Advisors
Ohio
$958
EL
194
EMFO LLC
Florida
$867
US Bancorp
195
US Bancorp
Minnesota
$832 -$6.97K -381 -89%
NL
196
NVWM LLC
Pennsylvania
$694
FFA
197
Farther Finance Advisors
California
$261 -$933 -51 -77%
AWM
198
Avior Wealth Management
Nebraska
$190 +$201 +11 New
RIL
199
Rothschild Investment LLC
Illinois
$173 +$183 +10 New
NA
200
NewEdge Advisors
Louisiana
$104

FLNC Hedge Fund Activity: Q1 2024 in Review

204 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q1 2024, worth a combined $1.96B — down 23% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of FLNC and 43 opened new positions — a net loss of 11 holders — while 58 trimmed existing stakes and 78 added.

The largest buyer was Fidelity Investments, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $37.1M.

  • 204 institutional investors held Fluence Energy (FLNC) as of Q1 2024, down from 215 in Q4 2023.
  • Funds reported $1.96B of Fluence Energy stock for Q1 2024, down 23% quarter-over-quarter.
  • 43 funds opened new Fluence Energy positions in Q1 2024 and 54 closed out, a net change of -11 holders.
  • The largest Fluence Energy buyer in Q1 2024 was Fidelity Investments, an estimated $39.1M added.
  • The largest Fluence Energy seller in Q1 2024 was Morgan Stanley, an estimated $37.1M sold.

Based on aggregated 13F filings for Q1 2024.