Heliogen, Inc.
HLGN
HLGN was delisted on the 7th of November, 2023.
86 hedge funds and large institutions have $135M invested in Heliogen, Inc. in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 13 reducing their positions, and 14 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 13
168% more call options, than puts
Call options by funds: $1.34M | Put options by funds: $501K
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
13% more capital invested
Capital invested by funds: $120M → $135M (+$15.3M)
8.14% more ownership
Funds ownership: 31.3% → 39.44% (+8.1%)
5% more funds holding
Funds holding: 82 → 86 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.2M |
| 2 |
BlackRock
New York
|
+$6.87M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$6.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.36M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
-$1.58M |
| 2 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$866K |
| 3 |
SCM
Saba Capital Management
New York
|
-$328K |
| 4 |
CF
Cantor Fitzgerald
New York
|
-$214K |
| 5 |
1C
1623 Capital
Alexandria,
Virginia
|
-$209K |
HLGN Hedge Fund Activity: Q3 2022 in Review
86 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Heliogen, Inc. (HLGN) for Q3 2022, worth a combined $135M — up 13% from $120M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HLGN positions and 14 closed out — a net gain of 5 holders — while 38 added to existing stakes and 13 trimmed.
The largest buyer was Vanguard Group, adding an estimated $13.2M. The largest seller was Foster Dykema Cabot & Co, exiting entirely with an estimated $1.58M sold.
- 86 institutional investors held Heliogen, Inc. (HLGN) as of Q3 2022, up from 82 in Q2 2022.
- Funds reported $135M of Heliogen, Inc. stock for Q3 2022, up 13% quarter-over-quarter.
- 19 funds opened new Heliogen, Inc. positions in Q3 2022 and 14 closed out, a net change of +5 holders.
- The largest Heliogen, Inc. buyer in Q3 2022 was Vanguard Group, an estimated $13.2M added.
- The largest Heliogen, Inc. seller in Q3 2022 was Foster Dykema Cabot & Co, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2022.