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Fluence Energy

247 hedge funds and large institutions have $1.83B invested in Fluence Energy in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 44

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

6% more funds holding

Funds holding: 234247 (+13)

4.99% more ownership

Funds ownership: 83.8%88.79% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $21.8M

25% less capital invested

Capital invested by funds: $2.45B → $1.83B (-$623M)

Holders
247
Holders Change
+13
Holders Change %
+5.56%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
62
Increased
86
Reduced
65
Closed
44
Calls
$18.6M
Puts
$21.8M
Net Calls
-$3.28M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
S
1
Siemens
Germany
$631M
SPT
2
Siemens Pension Trust
Germany
$187M
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.3M +$2.16M +110,256 +2%
BlackRock
4
BlackRock
New York
$76.9M +$4.75M +242,643 +5%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$70M -$38.5M -1,966,547 -31%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$45.7M -$12.6M -642,649 -18%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$40.5M +$18.5M +943,545 +59%
BNP Paribas Asset Management
8
BNP Paribas Asset Management
France
$38.6M -$12.5M -636,810 -21%
ZP
9
Zimmer Partners
New York
$34.1M +$37.1M +1,894,301 +758%
ClearBridge Investments
10
ClearBridge Investments
New York
$29.4M +$5.8M +296,325 +19%
State Street
11
State Street
Massachusetts
$27.1M +$1.66M +84,864 +5%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$24.9M +$11.9M +610,229 +64%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$24M +$102K +5,216 +0.3%
UBS Group
14
UBS Group
Switzerland
$21.6M +$5.94M +303,331 +29%
ECP
15
Electron Capital Partners
New York
$20.2M -$271K -13,838 -1%
EAM
16
Erste Asset Management
Austria
$18.1M +$2.91M +148,857 +15%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$18M +$4.07M +207,784 +22%
Goldman Sachs
18
Goldman Sachs
New York
$17.4M -$5.54M -283,186 -21%
N
19
Nuveen
North Carolina
$17.1M +$2.24M +114,525 +12%
Amundi
20
Amundi
France
$15.9M -$3.33M -170,182 -15%
WCCM
21
Webs Creek Capital Management
Texas
$15.1M +$18.6M +951,988 New
Morgan Stanley
22
Morgan Stanley
New York
$14.2M -$6.03M -308,020 -26%
TI
23
Trexquant Investment
Connecticut
$13.9M +$14.6M +747,103 +578%
First Trust Advisors
24
First Trust Advisors
Illinois
$13.6M +$1.42M +72,302 +9%
CC
25
Covalis Capital
United Kingdom
$12.1M +$14.9M +762,781 New

FLNC Hedge Fund Activity: Q4 2024 in Review

247 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q4 2024, worth a combined $1.83B — down 25% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FLNC positions and 44 closed out — a net gain of 18 holders — while 86 added to existing stakes and 65 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $37.1M. The largest seller was Handelsbanken Fonder, cutting an estimated $38.5M.

  • 247 institutional investors held Fluence Energy (FLNC) as of Q4 2024, up from 234 in Q3 2024.
  • Funds reported $1.83B of Fluence Energy stock for Q4 2024, down 25% quarter-over-quarter.
  • 62 funds opened new Fluence Energy positions in Q4 2024 and 44 closed out, a net change of +18 holders.
  • The largest Fluence Energy buyer in Q4 2024 was Zimmer Partners, an estimated $37.1M added.
  • The largest Fluence Energy seller in Q4 2024 was Handelsbanken Fonder, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2024.