We are live on ! Find out more
GWH icon

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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$49 +$51 +1 New
ECP
102
Electron Capital Partners
New York
-$4.47M -72,904 Closed
BC
103
BIT Capital
Germany
-$1.57M -25,617 Closed
HPWM
104
Highland Private Wealth Management
Washington
-$561K -9,141 Closed
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
-$220K -3,580 Closed
IEFM
106
IQ EQ Fund Management
Ireland
-$206K -3,363 Closed
Simplex Trading
107
Simplex Trading
Illinois
-$156K -3,040 Closed
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
-$144K -2,340 Closed
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
-$118K -1,928 Closed
E
110
Ergoteles
New York
-$53K -869 Closed
JMPWA
111
JP Morgan Private Wealth Advisors
California
-$52K -846 Closed
Principal Financial Group
112
Principal Financial Group
Iowa
-$47K -762 Closed
RJFSA
113
Raymond James Financial Services Advisors
Florida
-$45K -738 Closed
PCH
114
Polar Capital Holdings
United Kingdom
-$43 -704 Closed
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
-$41K -668 Closed
WAM
116
Wolverine Asset Management
Illinois
-$8K -143 Closed
FHA
117
First Horizon Advisors
Tennessee
-$6.15K -120 Closed
S
118
SignatureFD
Georgia
-$3K -47 Closed
NFSG
119
Newbridge Financial Services Group
Florida
-$2K -33 Closed
SWM
120
Selective Wealth Management
Virginia
-$2K -33 Closed
GWS
121
Glassman Wealth Services
Virginia
-$1K -10 Closed
NA
122
NewEdge Advisors
Louisiana
+$103 +2 New
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
+$154 +3 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
+$205 +4 New
CCMI
125
Creative Capital Management Investments
California
+$667 +13 New

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.