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ESS Tech

103 hedge funds and large institutions have $40.9M invested in ESS Tech in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 2.36%2.16% (-0.2%)

5% less funds holding

Funds holding: 108103 (-5)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

31% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 32

41% less capital invested

Capital invested by funds: $69.7M → $40.9M (-$28.8M)

55% less call options, than puts

Call options by funds: $29K | Put options by funds: $65K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
22
Reduced
32
Closed
19
Calls
$29K
Puts
$65K
Net Calls
-$36K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$6.63K -$5.31K -390 -39%
Legal & General Group
77
Legal & General Group
United Kingdom
$5.75K
TRCT
78
Tower Research Capital (TRC)
New York
$5.32K -$6.58K -483 -50%
GRP
79
Global Retirement Partners
California
$4.96K
AIP
80
Ameritas Investment Partners
Nebraska
$4.38K
MTIC
81
Missouri Trust & Investment Company
Missouri
$3.62K
PFBT
82
Parkside Financial Bank & Trust
Missouri
$2.53K
SPIA
83
Steward Partners Investment Advisory
New York
$2.17K
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2K -$23.5K -1,728 -88%
AB
85
Amalgamated Bank
New York
$2K -$4.43K -325 -63%
US Bancorp
86
US Bancorp
Minnesota
$1.27K
NA
87
NewEdge Advisors
Louisiana
$836
PS
88
Principal Securities
Iowa
$741 -$259 -19 -22%
WWM
89
Wolff Wiese Magana
California
$724
SSB
90
Sandy Spring Bank
Maryland
$651
HIA
91
Harbor Investment Advisory
Maryland
$362
FCAS
92
First Command Advisory Services
Texas
$268 +$341 +25 New
JGIA
93
Jackson Grant Investment Advisers
Connecticut
$218
AF
94
Allworth Financial
California
$165
AFG
95
Albion Financial Group
Utah
$145
CA
96
CoreCap Advisors
Michigan
$72 +$95 +7 New
FA
97
Financial Avengers
California
$56
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$18 -$14 -1 -33%
AWM
99
Avior Wealth Management
Nebraska
$17 +$27 +2 New
FGAM
100
Financial Gravity Asset Management
Texas
$9 +$14 +1 New

GWH Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q1 2024, worth a combined $40.9M — down 41% from $69.7M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GWH and 14 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 22 added.

The largest buyer was Vanguard Group, adding an estimated $193K. The largest seller was Invesco, cutting an estimated $1.81M.

  • 103 institutional investors held ESS Tech (GWH) as of Q1 2024, down from 108 in Q4 2023.
  • Funds reported $40.9M of ESS Tech stock for Q1 2024, down 41% quarter-over-quarter.
  • 14 funds opened new ESS Tech positions in Q1 2024 and 19 closed out, a net change of -5 holders.
  • The largest ESS Tech buyer in Q1 2024 was Vanguard Group, an estimated $193K added.
  • The largest ESS Tech seller in Q1 2024 was Invesco, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2024.