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156 hedge funds and large institutions have $402M invested in Ennis in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $154K | Put options by funds: $53K

63% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 151156 (+5)

0.51% more ownership

Funds ownership: 75.15%75.66% (+0.51%)

6% less capital invested

Capital invested by funds: $426M → $402M (-$24.3M)

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
40
Closed
17
Calls
$154K
Puts
$53K
Net Calls
+$101K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$915
LC
152
Lindbrook Capital
California
$595 -$8.55K -419 -94%
GRP
153
Global Retirement Partners
California
$205 -$470 -23 -70%
RIL
154
Rothschild Investment LLC
Illinois
$103 +$102 +5 New
AWM
155
Avior Wealth Management
Nebraska
$82 +$82 +4 New
PAG
156
Private Advisor Group
New Jersey
-$942K -42,985 Closed
EA
157
Ellsworth Advisors
Ohio
-$423K -19,327 Closed
ECM
158
Evergreen Capital Management
Washington
-$357K -16,291 Closed
KOC
159
Koss-Olinger Consulting
Florida
-$353K -16,118 Closed
EWA
160
Emergent Wealth Advisors
New York
-$329K -15,000 Closed
Man Group
161
Man Group
United Kingdom
-$318K -14,500 Closed
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
-$248K -11,328 Closed
VOYA Investment Management
163
VOYA Investment Management
Georgia
-$245K -11,190 Closed
Principal Financial Group
164
Principal Financial Group
Iowa
-$215K -9,802 Closed
GWM
165
Geneos Wealth Management
Colorado
-$24.1K -1,100 Closed
WTG
166
West Tower Group
Virginia
-$3.13K -143 Closed
PWMG
167
Private Wealth Management Group
New Jersey
-$1.31K -60 Closed
BTI
168
Blue Trust Inc
Georgia
-$1K -58 Closed
FFA
169
Frazier Financial Advisors
Ohio
-$767 -35 Closed
AW
170
Avion Wealth
Texas
-$1K -23 Closed
GWS
171
Glassman Wealth Services
Virginia
-$329 -15 Closed
VCM
172
Versant Capital Management
Arizona
-$263 -12 Closed
CAL
173
Capital Advisors Ltd
Ohio
+$265 +13 New

EBF Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ennis (EBF) for Q1 2024, worth a combined $402M — down 5.7% from $426M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EBF positions and 17 closed out — a net gain of 6 holders — while 65 added to existing stakes and 40 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.35M. The largest seller was Charles Schwab, cutting an estimated $7.99M.

  • 156 institutional investors held Ennis (EBF) as of Q1 2024, up from 151 in Q4 2023.
  • Funds reported $402M of Ennis stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 23 funds opened new Ennis positions in Q1 2024 and 17 closed out, a net change of +6 holders.
  • The largest Ennis buyer in Q1 2024 was Millennium Management, an estimated $6.35M added.
  • The largest Ennis seller in Q1 2024 was Charles Schwab, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2024.