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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
SPIA
201
Steward Partners Investment Advisory
New York
$4.87K
US Bancorp
202
US Bancorp
Minnesota
$3.78K +$3.26K +170 +354%
RFG
203
RFP Financial Group
Georgia
$3.69K
IA
204
IFP Advisors
Florida
$2.6K
PS
205
Principal Securities
Iowa
$1.79K -$384 -20 -16%
CMA
206
Cedar Mountain Advisors
Oregon
$1.73K
OP
207
ORG Partners
Indiana
$1.64K +$1.92K +100 New
LC
208
Lindbrook Capital
California
$1.61K +$1.78K +93 New
TWC
209
TD Waterhouse Canada
Ontario, Canada
$1.58K +$1.84K +96 New
FFO
210
Fortitude Family Office
Arizona
$1.35K +$1.5K +78 New
CAL
211
Capital Advisors Ltd
Ohio
$1K +$326 +17 +100%
CA
212
Clearstead Advisors
Ohio
$954
EL
213
EMFO LLC
Florida
$867
VF
214
VitalStone Financial
Texas
$867
ADL
215
Asset Dedication LLC
California
$867 +$959 +50 New
RIL
216
Rothschild Investment LLC
Illinois
$780 +$672 +35 +350%
Russell Investments Group
217
Russell Investments Group
United Kingdom
$763 -$597K -31,127 -100%
NL
218
NVWM LLC
Pennsylvania
$694
FFA
219
Farther Finance Advisors
California
$246
AF
220
Allworth Financial
California
$176 +$211 +11 New
PA
221
Parallel Advisors
California
$139 +$154 +8 New
NA
222
NewEdge Advisors
Louisiana
$104
EWA
223
EverSource Wealth Advisors
Alabama
$66
Point72 Asset Management
224
Point72 Asset Management
Connecticut
-$19.5M -1,126,500 Closed
SCM
225
SIR Capital Management
New York
-$18.1M -1,042,271 Closed

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.