Heliogen, Inc.
HLGN
HLGN was delisted on the 7th of November, 2023.
3 hedge funds and large institutions have $479 invested in Heliogen, Inc. in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 3 closing their positions.
40% less funds holding
Funds holding: 5 → 3 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
99% less capital invested
Capital invested by funds: $58.1K → $479 (-$57.7K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Horizon Financial Services
Winston Salem,
North Carolina
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$36.8K |
| 2 |
CFG
CKW Financial Group
Honolulu,
Hawaii
|
-$20K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$646 |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$74 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
Avior Wealth Management
Omaha,
Nebraska
| $413 | -$74 | -51 | -15% |
|
|
PWM
2
Partnership Wealth Management
Towson,
Maryland
| $41 | – | – | – |
|
|
HFS
3
Horizon Financial Services
Winston Salem,
North Carolina
| $25 | +$25 | +17 | New |
|
|
4
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$36.8K | -18,389 | Closed |
|
|
CFG
5
CKW Financial Group
Honolulu,
Hawaii
| – | -$20K | -9,914 | Closed |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| – | -$646 | -323 | Closed |
|
HLGN Hedge Fund Activity: Q1 2024 in Review
3 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Heliogen, Inc. (HLGN) for Q1 2024, worth a combined $479 — down 99% from $58.1K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HLGN and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was Horizon Financial Services, opening a new position worth an estimated $25. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $36.8K sold.
- 3 institutional investors held Heliogen, Inc. (HLGN) as of Q1 2024, down from 5 in Q4 2023.
- Funds reported $479 of Heliogen, Inc. stock for Q1 2024, down 99% quarter-over-quarter.
- 1 fund opened new Heliogen, Inc. positions in Q1 2024 and 3 closed out, a net change of -2 holders.
- The largest Heliogen, Inc. buyer in Q1 2024 was Horizon Financial Services, an estimated $25 added.
- The largest Heliogen, Inc. seller in Q1 2024 was CIBC Private Wealth Group, an estimated $36.8K sold.
Based on aggregated 13F filings for Q1 2024.