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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
S
1
Siemens
Germany
$689M
SPT
2
Siemens Pension Trust
Germany
$204M
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M -$1.54M -80,103 -1%
BlackRock
4
BlackRock
New York
$76.5M +$2.88M +149,866 +4%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$75.1M +$22.5M +1,175,142 +37%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$63.1M -$13.1M -681,335 -16%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$57.6M -$19.4M -1,009,247 -23%
CC
8
Covalis Capital
United Kingdom
$34.2M +$14.6M +760,625 +63%
ECA
9
Encompass Capital Advisors
New York
$33.1M -$18.1M -945,220 -33%
ECP
10
Electron Capital Partners
New York
$29.4M +$642K +33,474 +2%
State Street
11
State Street
Massachusetts
$28.5M +$6.2M +323,045 +24%
ClearBridge Investments
12
ClearBridge Investments
New York
$26M +$459K +23,927 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$25.5M -$31.3M -1,631,385 -53%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$25.1M +$1.64M +85,317 +6%
Morgan Stanley
15
Morgan Stanley
New York
$22.4M +$11.3M +586,474 +83%
EAM
16
Erste Asset Management
Austria
$18.6M +$54K +2,813 +0.3%
Zurich Cantonal Bank
17
Zurich Cantonal Bank
Switzerland
$17.8M +$18.3M +953,761 +1,356%
N
18
Nuveen
North Carolina
$16.1M -$1.33M -69,322 -7%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$14.2M -$8.77M -457,037 -36%
Bank of America
20
Bank of America
North Carolina
$13.6M +$5.9M +307,540 +64%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$12.8M +$4.08M +212,654 +41%
First Trust Advisors
22
First Trust Advisors
Illinois
$11.1M -$1.13M -58,941 -8%
UBS Group
23
UBS Group
Switzerland
$10.7M +$1.49M +77,635 +14%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$9.9M +$2.4M +124,896 +32%
Northern Trust
25
Northern Trust
Illinois
$9.7M +$500K +26,058 +5%

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.