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ESS Tech

103 hedge funds and large institutions have $42.3M invested in ESS Tech in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $40.9M → $42.3M (+$1.41M)

0% more funds holding

Funds holding: 103103 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

0.18% less ownership

Funds ownership: 2.16%1.97% (-0.18%)

27% less call options, than puts

Call options by funds: $33K | Put options by funds: $45K

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
20
Reduced
28
Closed
28
Calls
$33K
Puts
$45K
Net Calls
-$12K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$8K +$5.42K +481 +208%
VBWMG
77
Von Berge Wealth Management Group
California
$7.45K
GRP
78
Global Retirement Partners
California
$5.6K
MTIC
79
Missouri Trust & Investment Company
Missouri
$4.09K
Macquarie Group
80
Macquarie Group
Australia
$3.82K +$3.5K +311 New
PFBT
81
Parkside Financial Bank & Trust
Missouri
$2.86K
SPIA
82
Steward Partners Investment Advisory
New York
$2.45K
US Bancorp
83
US Bancorp
Minnesota
$1.43K
NA
84
NewEdge Advisors
Louisiana
$945
WWM
85
Wolff Wiese Magana
California
$818
PS
86
Principal Securities
Iowa
$702 -$124 -11 -16%
AAP
87
Arax Advisory Partners
Colorado
$629 +$574 +51 New
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$618 -$15.3K -1,354 -96%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$469 +$405 +36 +1,800%
HIA
90
Harbor Investment Advisory
Maryland
$409
IA
91
IFP Advisors
Florida
$409 +$372 +33 New
Wells Fargo
92
Wells Fargo
California
$254 -$24.2K -2,146 -99%
JGIA
93
Jackson Grant Investment Advisers
Connecticut
$247
RF
94
Robinswood Financial
Washington
$200 +$180 +16 New
AF
95
Allworth Financial
California
$181
AFG
96
Albion Financial Group
Utah
$164
Jones Financial Companies
97
Jones Financial Companies
Missouri
$163 +$146 +13 New
TFF
98
The Family Firm
Maryland
$138 +$124 +11 New
VF
99
VitalStone Financial
Texas
$110
CA
100
CoreCap Advisors
Michigan
$82

GWH Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q2 2024, worth a combined $42.3M — up 3.5% from $40.9M a quarter earlier.

Fund positioning in GWH was balanced in Q2 2024: 28 funds opened new positions, 28 closed out, 20 added to existing stakes and 28 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.25M. The largest seller was BlackRock, cutting an estimated $3.61M.

  • 103 institutional investors held ESS Tech (GWH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $42.3M of ESS Tech stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 28 funds opened new ESS Tech positions in Q2 2024 and 28 closed out, a net change of 0 holders.
  • The largest ESS Tech buyer in Q2 2024 was Millennium Management, an estimated $1.25M added.
  • The largest ESS Tech seller in Q2 2024 was BlackRock, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2024.