ESS Tech
108 hedge funds and large institutions have $69.7M invested in ESS Tech in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
68% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 22
8% more funds holding
Funds holding: 100 → 108 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.24% less ownership
Funds ownership: 2.6% → 2.36% (-0.24%)
39% less capital invested
Capital invested by funds: $114M → $69.7M (-$44.4M)
71% less call options, than puts
Call options by funds: $47K | Put options by funds: $163K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$718K |
| 2 |
Renaissance Technologies
New York
|
+$655K |
| 3 |
Morgan Stanley
New York
|
+$425K |
| 4 |
BlackRock
New York
|
+$389K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$4.04M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$548K |
| 3 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
-$376K |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$276K |
| 5 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$100K |
GWH Hedge Fund Activity: Q4 2023 in Review
108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ESS Tech (GWH) for Q4 2023, worth a combined $69.7M — down 39% from $114M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new GWH positions and 10 closed out — a net gain of 9 holders — while 37 added to existing stakes and 22 trimmed.
The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $718K. The largest seller was Invesco, cutting an estimated $4.04M.
- 108 institutional investors held ESS Tech (GWH) as of Q4 2023, up from 100 in Q3 2023.
- Funds reported $69.7M of ESS Tech stock for Q4 2023, down 39% quarter-over-quarter.
- 19 funds opened new ESS Tech positions in Q4 2023 and 10 closed out, a net change of +9 holders.
- The largest ESS Tech buyer in Q4 2023 was Jacobs Levy Equity Management, an estimated $718K added.
- The largest ESS Tech seller in Q4 2023 was Invesco, an estimated $4.04M sold.
Based on aggregated 13F filings for Q4 2023.