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ESS Tech

107 hedge funds and large institutions have $156M invested in ESS Tech in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

14% more funds holding

Funds holding: 94107 (+13)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

0.06% more ownership

Funds ownership: 2.74%2.8% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less capital invested

Capital invested by funds: $258M → $156M (-$102M)

92% less call options, than puts

Call options by funds: $138K | Put options by funds: $1.76M

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
26
Reduced
23
Closed
21
Calls
$138K
Puts
$1.76M
Net Calls
-$1.63M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$13.2K
SSG
77
Summit Securities Group
New York
$12K +$16.4K +320 New
PFBT
78
Parkside Financial Bank & Trust
Missouri
$6.08K +$8.56K +167 New
Wells Fargo
79
Wells Fargo
California
$5K -$10.8K -211 -61%
Citigroup
80
Citigroup
New York
$4.57K -$2.26K -44 -26%
US Bancorp
81
US Bancorp
Minnesota
$4.25K
RFS
82
Retirement Financial Solutions
Tennessee
$3.78K +$5.33K +104 New
SBL
83
Sargent Bickham Lagudis
Colorado
$2.43K
NHT
84
New Hampshire Trust
New Hampshire
$2.43K +$3.44K +67 New
SSB
85
Sandy Spring Bank
Maryland
$2.19K
MTIC
86
Missouri Trust & Investment Company
Missouri
$2K
HI
87
Harbour Investments
Wisconsin
$1.82K +$2.56K +50 New
SPIA
88
Steward Partners Investment Advisory
New York
$1.74K -$612K -11,924 -100%
MCC
89
Money Concepts Capital
Florida
$1.48K +$2.1K +41 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$1K
JGIA
91
Jackson Grant Investment Advisers
Connecticut
$734
HS
92
Horan Securities
United States
$620 +$872 +17 New
AF
93
Allworth Financial
California
$552
AFG
94
Albion Financial Group
Utah
$486
WT
95
Whittier Trust
California
$486 +$667 +13 New
HCP
96
Hexagon Capital Partners
Arkansas
$243 -$667 -13 -65%
ASN
97
Advisory Services Network
Georgia
$243 +$359 +7 New
CA
98
CoreCap Advisors
Michigan
$243 +$359 +7 New
FA
99
Financial Avengers
California
$194
TWA
100
TCI Wealth Advisors
Arizona
$146

GWH Hedge Fund Activity: Q4 2022 in Review

107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q4 2022, worth a combined $156M — down 39% from $258M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GWH positions and 21 closed out — a net gain of 15 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Legal & General Group, adding an estimated $3.88M. The largest seller was Electron Capital Partners, exiting entirely with an estimated $4.47M sold.

  • 107 institutional investors held ESS Tech (GWH) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $156M of ESS Tech stock for Q4 2022, down 39% quarter-over-quarter.
  • 36 funds opened new ESS Tech positions in Q4 2022 and 21 closed out, a net change of +15 holders.
  • The largest ESS Tech buyer in Q4 2022 was Legal & General Group, an estimated $3.88M added.
  • The largest ESS Tech seller in Q4 2022 was Electron Capital Partners, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2022.