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130 hedge funds and large institutions have $418M invested in Ennis in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $21K | Put options by funds: $2K

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $356M → $418M (+$61.8M)

2% more funds holding

Funds holding: 127130 (+3)

1.4% less ownership

Funds ownership: 76.62%75.22% (-1.4%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
48
Closed
13
Calls
$21K
Puts
$2K
Net Calls
+$19K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
101
Key Financial Inc
Pennsylvania
$46K
Osaic Holdings
102
Osaic Holdings
Arizona
$43K -$772 -39 -2%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$40K
US Bancorp
104
US Bancorp
Minnesota
$32K
CWM
105
Cedar Wealth Management
California
$30K
MWC
106
MBM Wealth Consultants
Missouri
$24K +$22.2K +1,120 New
ME
107
McIlrath & Eck
Washington
$22K +$20.6K +1,040 New
AWA
108
Arkadios Wealth Advisors
Georgia
$21K +$19.7K +994 New
PA
109
Parallel Advisors
California
$19K -$3.13K -158 -15%
CHA
110
Carmichael Hill & Associates
Maryland
$13K +$4.06K +205 +51%
MA
111
MUFG Americas
New York
$10K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$10K +$9.01K +455 New
SA
113
SRH Advisors
Kansas
$9K
S
114
SignatureFD
Georgia
$8K +$4.67K +236 +175%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$7K +$6.69K +338 New
TPCW
116
TD Private Client Wealth
New York
$5.36K
SWM
117
Spire Wealth Management
Virginia
$5K +$4.95K +250 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$4K -$9.88K -499 -75%
BWL
119
Bogart Wealth LLC
Virginia
$4K
FF
120
FourThought Financial
Florida
$4K
QCG
121
Quadrant Capital Group
Ohio
$3K +$3.13K +158 New
GWM
122
Geneos Wealth Management
Colorado
$2K
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$2K
FHA
124
First Horizon Advisors
Tennessee
$1K -$693 -35 -33%
GWS
125
Glassman Wealth Services
Virginia
$1K

EBF Hedge Fund Activity: Q1 2021 in Review

130 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ennis (EBF) for Q1 2021, worth a combined $418M — up 17% from $356M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EBF positions and 13 closed out — a net gain of 4 holders — while 34 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.6M. The largest seller was Northern Trust, cutting an estimated $6.21M.

  • 130 institutional investors held Ennis (EBF) as of Q1 2021, up from 127 in Q4 2020.
  • Funds reported $418M of Ennis stock for Q1 2021, up 17% quarter-over-quarter.
  • 17 funds opened new Ennis positions in Q1 2021 and 13 closed out, a net change of +4 holders.
  • The largest Ennis buyer in Q1 2021 was Goldman Sachs, an estimated $11.6M added.
  • The largest Ennis seller in Q1 2021 was Northern Trust, an estimated $6.21M sold.

Based on aggregated 13F filings for Q1 2021.