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Energous

24 hedge funds and large institutions have $11.5M invested in Energous in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 2824 (-4)

32% less capital invested

Capital invested by funds: $17.1M → $11.5M (-$5.52M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

96% less call options, than puts

Call options by funds: $1K | Put options by funds: $24K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
4
Reduced
8
Closed
7
Calls
$1K
Puts
$24K
Net Calls
-$23K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
AWMDMG
1
Austin W. Marxe & David M. Greenhouse
New York
$5.48M
DAM
2
Doheny Asset Management
California
$3.04M +$182K +25 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$995K +$1.06M +145 New
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$416K -$43.7K -6 -9%
RFC
5
Regions Financial Corp
Alabama
$374K
Millennium Management
6
Millennium Management
New York
$238K -$415K -57 -62%
Jane Street
7
Jane Street
New York
$180K -$364K -50 -65%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$170K +$29.1K +4 +19%
UR
9
USCA RIA
Texas
$144K
BFA
10
BlackRock Fund Advisors
California
$129K -$7.29K -1 -5%
PAM
11
Panagora Asset Management
Massachusetts
$110K -$364K -50 -76%
GT
12
Glenmede Trust
Pennsylvania
$82K
HCC
13
Hirtle Callaghan & Co
Pennsylvania
$28K -$36.4K -5 -56%
Group One Trading
14
Group One Trading
Illinois
$26K +$29.1K +4 New
Morgan Stanley
15
Morgan Stanley
New York
$21K
U
16
UBS
Switzerland
$18K +$14.6K +2 +200%
Wells Fargo
17
Wells Fargo
California
$17K -$7.29K -1 -25%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$14K +$7.29K +1 +100%
BIM
19
BlackRock Investment Management
Delaware
$9K
Citigroup
20
Citigroup
New York
$8K -$21.9K -3 -75%
PMFA
21
Plante Moran Financial Advisors
Michigan
$7K
TRCT
22
Tower Research Capital (TRC)
New York
$6K
AIG
23
American International Group
New York
$5.67K +$7.29K +1 New
LIA
24
LS Investment Advisors
Michigan
$4K
SC
25
Sophrosyne Capital
New York
-$935K -103 Closed

WATT Hedge Fund Activity: Q3 2014 in Review

24 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Energous (WATT) for Q3 2014, worth a combined $11.5M — down 32% from $17.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WATT and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.06M. The largest seller was Sophrosyne Capital, exiting entirely with an estimated $935K sold.

  • 24 institutional investors held Energous (WATT) as of Q3 2014, down from 28 in Q2 2014.
  • Funds reported $11.5M of Energous stock for Q3 2014, down 32% quarter-over-quarter.
  • 3 funds opened new Energous positions in Q3 2014 and 7 closed out, a net change of -4 holders.
  • The largest Energous buyer in Q3 2014 was Vanguard Group, an estimated $1.06M added.
  • The largest Energous seller in Q3 2014 was Sophrosyne Capital, an estimated $935K sold.

Based on aggregated 13F filings for Q3 2014.