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ESS Tech

50 hedge funds and large institutions have $20.7M invested in ESS Tech in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25.57% more ownership

Funds ownership: 1.97%27.54% (+26%)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

51% less capital invested

Capital invested by funds: $42.3M → $20.7M (-$21.6M)

51% less funds holding

Funds holding: 10350 (-53)

87% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 60

Holders
50
Holders Change
-53
Holders Change %
-51.46%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
22
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
-$23.4K -1,909 Closed
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
-$20.7K -1,689 Closed
LPL Financial
78
LPL Financial
California
-$20K -1,628 Closed
Russell Investments Group
79
Russell Investments Group
United Kingdom
-$18.7K -1,525 Closed
DWM
80
Dakota Wealth Management
Florida
-$17.4K -1,418 Closed
William Blair & Company
81
William Blair & Company
Illinois
-$17.4K -1,417 Closed
CSS
82
Cubist Systematic Strategies
Connecticut
-$16.9K -1,373 Closed
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
-$15.9K -1,293 Closed
TSS
84
Two Sigma Securities
New York
-$15.1K -1,232 Closed
BJL
85
Brighton Jones LLC
Washington
-$14.5K -1,182 Closed
EGM
86
Engineers Gate Manager
New York
-$13.9K -1,135 Closed
CWA
87
Consilio Wealth Advisors
Washington
-$13.9K -1,134 Closed
PPW
88
Parcion Private Wealth
Washington
-$13.9K -1,134 Closed
SC
89
Savant Capital
Illinois
-$12.9K -1,049 Closed
JF
90
Jump Financial
Illinois
-$11.1K -904 Closed
ProShare Advisors
91
ProShare Advisors
Maryland
-$10K -815 Closed
PEP
92
Pickering Energy Partners
Texas
-$9.81K -800 Closed
GSC
93
Ground Swell Capital
South Carolina
-$9.08K -740 Closed
Fisher Asset Management
94
Fisher Asset Management
Washington
-$8.83K -720 Closed
RSWM
95
Robertson Stephens Wealth Management
California
-$8.47K -691 Closed
HSBC Holdings
96
HSBC Holdings
United Kingdom
-$8.16K -687 Closed
CWS
97
Cypress Wealth Services
California
-$8.18K -667 Closed
VBWMG
98
Von Berge Wealth Management Group
California
-$7.45K -667 Closed
WWM
99
Western Wealth Management
Colorado
-$8.18K -667 Closed
MTIC
100
Missouri Trust & Investment Company
Missouri
-$4.09K -333 Closed

GWH Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q3 2024, worth a combined $20.7M — down 51% from $42.3M a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of GWH and 8 opened new positions — a net loss of 52 holders — while 22 trimmed existing stakes and 11 added.

The largest buyer was Baird Financial Group, adding an estimated $1.68M. The largest seller was Jane Street, exiting entirely with an estimated $659K sold.

  • 50 institutional investors held ESS Tech (GWH) as of Q3 2024, down from 103 in Q2 2024.
  • Funds reported $20.7M of ESS Tech stock for Q3 2024, down 51% quarter-over-quarter.
  • 8 funds opened new ESS Tech positions in Q3 2024 and 60 closed out, a net change of -52 holders.
  • The largest ESS Tech buyer in Q3 2024 was Baird Financial Group, an estimated $1.68M added.
  • The largest ESS Tech seller in Q3 2024 was Jane Street, an estimated $659K sold.

Based on aggregated 13F filings for Q3 2024.