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TE

T1 Energy

92 hedge funds and large institutions have $640M invested in T1 Energy in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $6.96M

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

48% more funds holding

Funds holding: 6292 (+30)

26% more capital invested

Capital invested by funds: $507M → $640M (+$133M)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

5.06% more ownership

Funds ownership: 44.12%49.18% (+5.1%)

Holders
92
Holders Change
+30
Holders Change %
+48.39%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
41
Increased
25
Reduced
21
Closed
10
Calls
$52.7M
Puts
$6.96M
Net Calls
+$45.7M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCH
1
Sylebra Capital (HK)
Hong Kong
$142M +$3.1M +286,695 +2%
SCC
2
Spring Creek Capital
Kansas
$129M
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$62.5M +$60.5M +5,589,851 New
ECA
4
Encompass Capital Advisors
New York
$52.9M +$1.19M +110,000 +2%
CCM
5
Candlestick Capital Management
Connecticut
$41.9M +$2.71M +250,100 +7%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$26.4M +$25.6M +2,365,894 New
Morgan Stanley
7
Morgan Stanley
New York
$21.9M +$18.9M +1,748,543 +844%
LCG
8
Luxor Capital Group
New York
$17M -$14.7M -1,356,489 -47%
EC
9
EMJ Capital
Ontario, Canada
$13.2M +$12.8M +1,178,056 New
VanEck Associates
10
VanEck Associates
New York
$13.1M -$645K -59,570 -5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$11.2M -$16.2M -1,499,428 -60%
PC
12
PointState Capital
New York
$9.98M +$9.67M +892,858 New
Jennison Associates
13
Jennison Associates
New York
$7.81M +$70K +6,462 +0.9%
DZ Bank
14
DZ Bank
Germany
$7.49M +$6.12M +565,434 +534%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$7.34M +$2.31M +213,136 +48%
HHAM
16
HITE Hedge Asset Management
Massachusetts
$5.71M -$381K -35,152 -6%
Marshall Wace
17
Marshall Wace
United Kingdom
$5.22M -$1.28M -118,372 -20%
Franklin Resources
18
Franklin Resources
California
$4.96M +$307K +28,400 +7%
Group One Trading
19
Group One Trading
Illinois
$4.84M +$2.91M +268,473 +163%
GC
20
Greenlight Capital
New York
$3.91M -$3.79M -350,000 -50%
AllianceBernstein
21
AllianceBernstein
Tennessee
$3.91M
Nomura Holdings
22
Nomura Holdings
Japan
$3.68M -$4.14M -382,430 -54%
JG
23
Jefferies Group
New York
$3M +$50K +4,618 +2%
Invesco
24
Invesco
Georgia
$2.97M -$1.58M -145,963 -35%
BlackRock
25
BlackRock
New York
$2.35M +$2.26M +208,727 +15,258%

TE Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in T1 Energy (TE) for Q4 2021, worth a combined $640M — up 26% from $507M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TE positions and 10 closed out — a net gain of 31 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $60.5M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $20.7M sold.

  • 92 institutional investors held T1 Energy (TE) as of Q4 2021, up from 62 in Q3 2021.
  • Funds reported $640M of T1 Energy stock for Q4 2021, up 26% quarter-over-quarter.
  • 41 funds opened new T1 Energy positions in Q4 2021 and 10 closed out, a net change of +31 holders.
  • The largest T1 Energy buyer in Q4 2021 was Handelsbanken Fonder, an estimated $60.5M added.
  • The largest T1 Energy seller in Q4 2021 was Suvretta Capital Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2021.