We are live on ! Find out more
GWH icon

ESS Tech

58 hedge funds and large institutions have $622M invested in ESS Tech in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more capital invested

Capital invested by funds: $140M → $622M (+$482M)

329% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $3.05M

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

26% more funds holding

Funds holding: 4658 (+12)

1.38% less ownership

Funds ownership: 3.77%2.39% (-1.4%)

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
7
Reduced
4
Closed
32
Calls
$13.1M
Puts
$3.05M
Net Calls
+$10M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
HNWA
51
Henrickson Nauta Wealth Advisors
Michigan
$3K +$7.29K +33 New
AFG
52
Albion Financial Group
Utah
$2K +$2.87K +13 New
BFEC
53
Benjamin F. Edwards & Company
Missouri
$2K +$2.87K +13 New
HNWAG
54
High Net Worth Advisory Group
Florida
$2K +$2.87K +13 New
FA
55
Financial Avengers
California
$1K
TWA
56
TCI Wealth Advisors
Arizona
$1K +$884 +4 New
CFGS
57
Concourse Financial Group Securities
Alabama
$1K +$1.55K +7 New
TCWM
58
Total Clarity Wealth Management
Illinois
$1K +$1.55K +7 New
GCL
59
Glazer Capital LLC
New York
-$17.6M -117,633 Closed
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
-$12M -80,156 Closed
ACA
61
Arena Capital Advisors
California
-$9.96M -66,578 Closed
TAL
62
TIG Advisors LLC
New York
-$9.6M -64,022 Closed
MCM
63
Moore Capital Management
New York
-$7.49M -50,000 Closed
SCM
64
Saba Capital Management
New York
-$6.85M -45,672 Closed
PC
65
Periscope Capital
Ontario, Canada
-$6.7M -44,800 Closed
FTCM
66
Fir Tree Capital Management
New York
-$6.14M -40,906 Closed
WP
67
Woodline Partners
California
-$5.8M -38,660 Closed
SC
68
Sculptor Capital
New York
-$5.28M -35,187 Closed
UOC
69
UBS O'Connor
Illinois
-$4.99M -33,302 Closed
HI
70
HBK Investments
Texas
-$4.85M -32,340 Closed
BTP
71
Bloom Tree Partners
New York
-$3.85M -25,685 Closed
Jane Street
72
Jane Street
New York
-$4.52M -20,474 Closed
Bank of America
73
Bank of America
North Carolina
-$2.49M -16,667 Closed
SCM
74
Segantii Capital Management
Hong Kong
-$2M -13,333 Closed
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
-$1.61M -10,752 Closed

GWH Hedge Fund Activity: Q4 2021 in Review

58 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q4 2021, worth a combined $622M — up 343% from $140M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new GWH positions and 32 closed out — a net gain of 13 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was SoftBank Group, opening a new position worth an estimated $529M. The largest seller was Glazer Capital LLC, exiting entirely with an estimated $17.6M sold.

  • 58 institutional investors held ESS Tech (GWH) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $622M of ESS Tech stock for Q4 2021, up 343% quarter-over-quarter.
  • 45 funds opened new ESS Tech positions in Q4 2021 and 32 closed out, a net change of +13 holders.
  • The largest ESS Tech buyer in Q4 2021 was SoftBank Group, an estimated $529M added.
  • The largest ESS Tech seller in Q4 2021 was Glazer Capital LLC, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2021.