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ESS Tech

100 hedge funds and large institutions have $114M invested in ESS Tech in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $313K | Put options by funds: $66K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

31% more capital invested

Capital invested by funds: $86.9M → $114M (+$27.1M)

11% more funds holding

Funds holding: 90100 (+10)

0.05% more ownership

Funds ownership: 2.55%2.6% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
100
Holders Change
+10
Holders Change %
+11.11%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
27
Reduced
27
Closed
10
Calls
$313K
Puts
$66K
Net Calls
+$247K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$35.7K -$11.8K -486 -28%
BJL
52
Brighton Jones LLC
Washington
$33.3K
IFG
53
Independent Financial Group
California
$32.7K +$3.92K +161 +16%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$32K +$9.73K +400 +55%
PPW
55
Parcion Private Wealth
Washington
$32K
Barclays
56
Barclays
United Kingdom
$28.9K -$5.86K -241 -19%
SAF
57
Smith Anglin Financial
Texas
$26.9K +$23.2K +953 New
EGM
58
Engineers Gate Manager
New York
$25.4K +$21.9K +900 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$25K -$103K -4,231 -83%
Citadel Advisors
60
Citadel Advisors
Florida
$24.7K -$51.8K -2,128 -71%
FIM
61
Freedom Investment Management
Connecticut
$23.8K +$20.5K +843 New
ProShare Advisors
62
ProShare Advisors
Maryland
$22.3K -$24 -1 -0.1%
CAN
63
Cetera Advisor Networks
California
$22K -$584 -24 -3%
Principal Financial Group
64
Principal Financial Group
Iowa
$21.9K +$18.9K +777 New
XT
65
XTX Topco
Cayman Islands
$21.2K -$53.7K -2,208 -75%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$21.1K +$18.2K +748 New
PEP
67
Pickering Energy Partners
Texas
$20.7K -$4.55K -187 -20%
Squarepoint
68
Squarepoint
New York
$20.2K +$17.4K +716 New
Jane Street
69
Jane Street
New York
$19.8K -$521K -21,432 -97%
PTC
70
Private Trust Company
Ohio
$19.7K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$19K +$16.2K +667 New
WWM
72
Western Wealth Management
Colorado
$18.8K
CWS
73
Cypress Wealth Services
California
$18.8K +$16.2K +667 New
Legal & General Group
74
Legal & General Group
United Kingdom
$17.8K
GRP
75
Global Retirement Partners
California
$16.1K -$4.87K -200 -26%

GWH Hedge Fund Activity: Q3 2023 in Review

100 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q3 2023, worth a combined $114M — up 31% from $86.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GWH positions and 10 closed out — a net gain of 10 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Invesco, adding an estimated $3.64M. The largest seller was JP Morgan Chase, cutting an estimated $591K.

  • 100 institutional investors held ESS Tech (GWH) as of Q3 2023, up from 90 in Q2 2023.
  • Funds reported $114M of ESS Tech stock for Q3 2023, up 31% quarter-over-quarter.
  • 20 funds opened new ESS Tech positions in Q3 2023 and 10 closed out, a net change of +10 holders.
  • The largest ESS Tech buyer in Q3 2023 was Invesco, an estimated $3.64M added.
  • The largest ESS Tech seller in Q3 2023 was JP Morgan Chase, an estimated $591K sold.

Based on aggregated 13F filings for Q3 2023.