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Energy Vault

101 hedge funds and large institutions have $126M invested in Energy Vault in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,049% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $289K

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 99101 (+2)

0.94% more ownership

Funds ownership: 33.78%34.72% (+0.94%)

4% less capital invested

Capital invested by funds: $131M → $126M (-$4.87M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
34
Reduced
26
Closed
11
Calls
$3.32M
Puts
$289K
Net Calls
+$3.03M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$47.3M
SCP
2
SailingStone Capital Partners
Texas
$17.9M +$7.04M +2,351,839 +50%
BlackRock
3
BlackRock
New York
$15.6M -$557K -186,167 -3%
State Street
4
State Street
Massachusetts
$6.81M +$146K +48,706 +2%
Invesco
5
Invesco
Georgia
$6.46M -$4.16M -1,388,822 -35%
Millennium Management
6
Millennium Management
New York
$4.65M +$2.73M +911,469 +100%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.54M +$351K +117,267 +7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.74M +$96.4K +32,231 +2%
FWC
9
First Washington Corp
Washington
$2.34M +$29.6K +9,890 +1%
Northern Trust
10
Northern Trust
Illinois
$1.98M +$98.6K +32,945 +4%
Charles Schwab
11
Charles Schwab
California
$1.63M +$178K +59,573 +10%
CAM
12
Cresset Asset Management
Illinois
$1.26M
AA
13
ALPS Advisors
Colorado
$945K -$87K -29,065 -7%
Morgan Stanley
14
Morgan Stanley
New York
$821K -$251K -83,876 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$746K +$23.5K +7,853 +3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$736K +$32.1K +10,744 +4%
Bank of America
17
Bank of America
North Carolina
$659K +$21.3K +7,119 +3%
N
18
Nuveen
North Carolina
$654K -$28.3K -9,456 -4%
SM
19
Scoggin Management
New York
$638K
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$539K +$632K +211,268 New
NYLIM
21
New York Life Investment Management
New York
$424K -$79.2K -26,472 -14%
Goldman Sachs
22
Goldman Sachs
New York
$387K +$42.4K +14,163 +10%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$339K +$5.27K +1,762 +1%
Creative Planning
24
Creative Planning
Kansas
$294K -$21.6K -7,207 -6%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$268K +$27.9K +9,313 +10%

NRGV Hedge Fund Activity: Q3 2023 in Review

101 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Energy Vault (NRGV) for Q3 2023, worth a combined $126M — down 3.7% from $131M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRGV positions and 11 closed out — a net gain of 2 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was SailingStone Capital Partners, adding an estimated $7.04M. The largest seller was Invesco, cutting an estimated $4.16M.

  • 101 institutional investors held Energy Vault (NRGV) as of Q3 2023, up from 99 in Q2 2023.
  • Funds reported $126M of Energy Vault stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 13 funds opened new Energy Vault positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest Energy Vault buyer in Q3 2023 was SailingStone Capital Partners, an estimated $7.04M added.
  • The largest Energy Vault seller in Q3 2023 was Invesco, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2023.