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Energous

25 hedge funds and large institutions have $426K invested in Energous in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $382K → $426K (+$44.4K)

4% more funds holding

Funds holding: 2425 (+1)

0.02% less ownership

Funds ownership: 0.17%0.15% (-0.02%)

16% less call options, than puts

Call options by funds: $135K | Put options by funds: $160K

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
8
Closed
4
Calls
$135K
Puts
$160K
Net Calls
-$25K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$187K -$23.8K -417 -11%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$84.5K
BlackRock
3
BlackRock
New York
$66.8K
Morgan Stanley
4
Morgan Stanley
New York
$23.3K +$16.2K +284 +201%
Citadel Advisors
5
Citadel Advisors
Florida
$19.3K +$20.1K +352 New
State Street
6
State Street
Massachusetts
$19.1K
TRCT
7
Tower Research Capital (TRC)
New York
$8.59K +$969 +17 +12%
Group One Trading
8
Group One Trading
Illinois
$6.41K -$57 -1 -0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.28K -$228 -4 -5%
Barclays
10
Barclays
United Kingdom
$2.28K +$2.39K +42 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2K +$1.03K +18 +106%
FFA
12
Farther Finance Advisors
California
$576 +$627 +11 New
JP Morgan Chase
13
JP Morgan Chase
New York
$414
UBS Group
14
UBS Group
Switzerland
$392 -$3.82K -67 -91%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$334
Wells Fargo
16
Wells Fargo
California
$247 -$399 -7 -58%
WIM
17
Westside Investment Management
California
$214 -$228 -4 -50%
CWM
18
CarsonAllaria Wealth Management
Illinois
$183
ASN
19
Advisory Services Network
Georgia
$92 +$114 +2 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$60 +$57 +1 New
NFSG
21
Newbridge Financial Services Group
Florida
$49
CA
22
Clearstead Advisors
Ohio
$46 -$57 -1 -50%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$44
Comerica Bank
24
Comerica Bank
Texas
$31
Bank of America
25
Bank of America
North Carolina
$22

WATT Hedge Fund Activity: Q4 2023 in Review

25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Energous (WATT) for Q4 2023, worth a combined $426K — up 12% from $382K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WATT positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $20.1K. The largest seller was Vanguard Group, cutting an estimated $23.8K.

  • 25 institutional investors held Energous (WATT) as of Q4 2023, up from 24 in Q3 2023.
  • Funds reported $426K of Energous stock for Q4 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Energous positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Energous buyer in Q4 2023 was Citadel Advisors, an estimated $20.1K added.
  • The largest Energous seller in Q4 2023 was Vanguard Group, an estimated $23.8K sold.

Based on aggregated 13F filings for Q4 2023.