We are live on ! Find out more
E icon

ENI
E

171 hedge funds and large institutions have $1.4B invested in ENI in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $906K

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

2% more capital invested

Capital invested by funds: $1.37B → $1.4B (+$21.5M)

0.04% less ownership

Funds ownership: 0.82% → 0.78% (-0.04%)

4% less funds holding

Funds holding: 179 → 171 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
171
Holders Change
-8
Holders Change %
-4.47%
% of All Funds
4.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
65
Reduced
47
Closed
25
Calls
$6.64M
Puts
$906K
Net Calls
+$5.73M
Net Calls Change
+$6.11M

Top Buyers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
+$9.5M
2
BIP
Brandes Investment Partners
California
+$8.57M
3
GC
Guggenheim Capital
Illinois
+$5.91M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$5.19M
5
Goldman Sachs
Goldman Sachs
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$56.3M
2
PI
Putnam Investments
Massachusetts
-$38.6M
3
AG
Aperio Group
California
-$8.25M
4
CS
Credit Suisse
Switzerland
-$6.31M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$6.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
151
Howe & Rusling
New York
$19K -$3.78K -79 -17%
CAW
152
Cornerstone Advisors (Washington)
Washington
$19K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$19K +$526 +11 +3%
EWM
154
Elite Wealth Management
Washington
$16K +$1.91K +40 +13%
PSUF
155
People's United Financial
Connecticut
$10K – – –
WA
156
WFG Advisors
Texas
$10K – – –
CFG
157
CKW Financial Group
Hawaii
$10K +$9.95K +208 New
ASN
158
Advisory Services Network
Georgia
$10K +$10.2K +214 New
DADC
159
D.A. Davidson & Co
Montana
$9K – – –
TWA
160
TCI Wealth Advisors
Arizona
$8K – – –
LNB
161
Ledyard National Bank
$7K +$7.13K +149 New
RFA
162
Reilly Financial Advisors
California
$6K – – –
PMFA
163
Plante Moran Financial Advisors
Michigan
$5K +$5.17K +108 New
FNBT
164
FineMark National Bank & Trust
Florida
$4K – – –
AIG
165
American International Group
New York
$3.93K – – –
PSI
166
Pinnacle Summer Investments
Virginia
$3K – – –
NC
167
NewSquare Capital
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
WA
169
Waverly Advisors
Alabama
$2K – – –
EWM
170
Evercore Wealth Management
New York
$1K -$9.85K -206 -87%
CFA
171
Carroll Financial Associates
North Carolina
$1K – – –
NES
172
New England Securities
New York
$1K – – –
PI
173
Putnam Investments
Massachusetts
– -$38.6M -837,990 Closed
PA
174
Profund Advisors
Maryland
– -$1.59M -34,595 Closed
ACM
175
Avalon Capital Management
California
– -$1.16M -25,134 Closed
4 5 6
7
8

E Hedge Fund Activity: Q4 2013 in Review

171 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ENI (E) for Q4 2013, worth a combined $1.4B — up 1.6% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of E and 19 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 65 added.

The largest buyer was Federated Hermes, adding an estimated $9.5M. The largest seller was Wellington Management Group, cutting an estimated $56.3M.

  • 171 institutional investors held ENI (E) as of Q4 2013, down from 179 in Q3 2013.
  • Funds reported $1.4B of ENI stock for Q4 2013, up 1.6% quarter-over-quarter.
  • 19 funds opened new ENI positions in Q4 2013 and 25 closed out, a net change of -6 holders.
  • The largest ENI buyer in Q4 2013 was Federated Hermes, an estimated $9.5M added.
  • The largest ENI seller in Q4 2013 was Wellington Management Group, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2013.