ESS Tech
100 hedge funds and large institutions have $114M invested in ESS Tech in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.
374% more call options, than puts
Call options by funds: $313K | Put options by funds: $66K
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
31% more capital invested
Capital invested by funds: $86.9M → $114M (+$27.1M)
11% more funds holding
Funds holding: 90 → 100 (+10)
0.05% more ownership
Funds ownership: 2.55% → 2.6% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.64M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$473K |
| 3 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$324K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$276K |
| 5 |
RAM
Redmond Asset Management
Henrico,
Virginia
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$591K |
| 2 |
Millennium Management
New York
|
-$557K |
| 3 |
Jane Street
New York
|
-$521K |
| 4 |
BlackRock
New York
|
-$238K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Renaissance Technologies
New York
| – | -$158K | -7,160 | Closed |
|
|
GCP
102
GSA Capital Partners
London,
United Kingdom
| – | -$144K | -6,532 | Closed |
|
103
Cerity Partners
New York
| – | -$105K | -4,742 | Closed |
|
104
UBS AM
Chicago,
Illinois
| – | -$80.3K | -3,852 | Closed |
|
|
YIH
105
Y-Intercept (HK)
Hong Kong
| – | -$70.5K | -3,196 | Closed |
|
106
Walleye Capital
New York
| – | -$20.5K | -931 | Closed |
|
|
BFG
107
Bleakley Financial Group
Fairfield,
New Jersey
| – | -$15.9K | -721 | Closed |
|
|
SS
108
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$15.9K | -721 | Closed |
|
|
HI
109
Harbour Investments
Madison,
Wisconsin
| – | -$1.1K | -50 | Closed |
|
|
VF
110
VitalStone Financial
Shavano Park,
Texas
| – | +$122 | +5 | +38% |
|
GWH Hedge Fund Activity: Q3 2023 in Review
100 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q3 2023, worth a combined $114M — up 31% from $86.9M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GWH positions and 10 closed out — a net gain of 10 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was Invesco, adding an estimated $3.64M. The largest seller was JP Morgan Chase, cutting an estimated $591K.
- 100 institutional investors held ESS Tech (GWH) as of Q3 2023, up from 90 in Q2 2023.
- Funds reported $114M of ESS Tech stock for Q3 2023, up 31% quarter-over-quarter.
- 20 funds opened new ESS Tech positions in Q3 2023 and 10 closed out, a net change of +10 holders.
- The largest ESS Tech buyer in Q3 2023 was Invesco, an estimated $3.64M added.
- The largest ESS Tech seller in Q3 2023 was JP Morgan Chase, an estimated $591K sold.
Based on aggregated 13F filings for Q3 2023.