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Fluence Energy

189 hedge funds and large institutions have $2.27B invested in Fluence Energy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $15M | Put options by funds: $10.6M

20% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 61

1.83% more ownership

Funds ownership: 81.56%83.39% (+1.8%)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

1% less funds holding

Funds holding: 191189 (-2)

11% less capital invested

Capital invested by funds: $2.54B → $2.27B (-$269M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
189
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
73
Reduced
61
Closed
34
Calls
$15M
Puts
$10.6M
Net Calls
+$4.4M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1
Siemens
Germany
$914M
SPT
2
Siemens Pension Trust
Germany
$433M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$91M +$60.8M +2,355,849 +147%
Vanguard Group
4
Vanguard Group
Pennsylvania
$90M +$2.54M +98,541 +3%
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$79.8M -$10.1M -391,153 -10%
BlackRock
6
BlackRock
New York
$63.7M +$1.18M +45,735 +2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$62M +$27.4M +1,063,609 +65%
ECP
8
Electron Capital Partners
New York
$54.6M -$2.09M -81,196 -3%
ClearBridge Investments
9
ClearBridge Investments
New York
$27.2M +$1.1M +42,738 +4%
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$27M +$5.84M +226,419 +24%
EAM
11
Erste Asset Management
Austria
$22.2M +$750K +29,078 +3%
Morgan Stanley
12
Morgan Stanley
New York
$21.1M +$128K +4,968 +0.5%
First Trust Advisors
13
First Trust Advisors
Illinois
$20.6M -$21.1K -818 -0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$20.5M +$1.54M +59,819 +7%
State Street
15
State Street
Massachusetts
$19.1M +$867K +33,617 +4%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$18.4M +$6.61M +256,231 +47%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$16.2M +$3.46M +133,981 +24%
DekaBank Deutsche Girozentrale
18
DekaBank Deutsche Girozentrale
Germany
$14.3M +$603K +23,392 +4%
SO
19
STRS Ohio
Ohio
$12.6M -$1.29M -50,000 -8%
Millennium Management
20
Millennium Management
New York
$11.9M -$3.05M -118,219 -19%
Capital International Investors
21
Capital International Investors
California
$11.6M +$9.53M +369,600 +272%
NIP
22
Nicholas Investment Partners
California
$11M -$1.4M -54,134 -10%
DCM
23
Driehaus Capital Management
Illinois
$10.2M -$130K -5,042 -1%
Bank of America
24
Bank of America
North Carolina
$9.85M -$397K -15,377 -3%
Invesco
25
Invesco
Georgia
$9.4M -$5.26M -203,994 -33%

FLNC Hedge Fund Activity: Q3 2023 in Review

189 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q3 2023, worth a combined $2.27B — down 11% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FLNC and 33 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 73 added.

The largest buyer was Fidelity Investments, adding an estimated $60.8M. The largest seller was BNP Paribas Asset Management, cutting an estimated $10.1M.

  • 189 institutional investors held Fluence Energy (FLNC) as of Q3 2023, down from 191 in Q2 2023.
  • Funds reported $2.27B of Fluence Energy stock for Q3 2023, down 11% quarter-over-quarter.
  • 33 funds opened new Fluence Energy positions in Q3 2023 and 34 closed out, a net change of -1 holder.
  • The largest Fluence Energy buyer in Q3 2023 was Fidelity Investments, an estimated $60.8M added.
  • The largest Fluence Energy seller in Q3 2023 was BNP Paribas Asset Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2023.