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121 hedge funds and large institutions have $346M invested in Ennis in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.68% less ownership

Funds ownership: 80.39%79.71% (-0.68%)

6% less funds holding

Funds holding: 129121 (-8)

7% less capital invested

Capital invested by funds: $373M → $346M (-$26.9M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
52
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KG
1
Killen Group
Pennsylvania
$40.1M +$1.5M +95,535 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.5M -$282K -17,892 -0.8%
RA
3
Royce & Associates
New York
$29.7M -$17.1K -1,085 -0.1%
Allianz Asset Management
4
Allianz Asset Management
Germany
$21.6M -$868K -55,135 -4%
Northern Trust
5
Northern Trust
Illinois
$16.2M +$242K +15,379 +2%
LCP
6
Lombardia Capital Partners
California
$15.8M -$55K -3,495 -0.4%
BIT
7
BlackRock Institutional Trust
California
$14.3M +$1.44M +91,639 +12%
MAA
8
Managed Account Advisors
New Jersey
$13.9M +$2.06M +130,582 +18%
Vanguard Group
9
Vanguard Group
Pennsylvania
$13.7M +$374K +23,744 +3%
BFA
10
BlackRock Fund Advisors
California
$12.1M +$45.9K +2,914 +0.4%
State Street
11
State Street
Massachusetts
$9.09M -$17.1K -1,086 -0.2%
BCM
12
Brookmont Capital Management
Texas
$8.79M +$668K +42,439 +9%
Boston Partners
13
Boston Partners
Massachusetts
$6.96M -$524K -33,297 -7%
KCM
14
Kennedy Capital Management
Missouri
$6.76M -$113K -7,163 -2%
PI
15
Putnam Investments
Massachusetts
$5.99M +$1.49M +94,829 +36%
Ameriprise
16
Ameriprise
Minnesota
$5.69M -$40.7K -2,584 -0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.24M -$522K -33,147 -9%
LSV Asset Management
18
LSV Asset Management
Illinois
$5.18M +$175K +11,107 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.15M +$1.12M +71,000 +30%
Norges Bank
20
Norges Bank
Norway
$4.35M +$614 +39 +0%
RFC
21
Russell Frank Company
Washington
$3.71M +$2.87M +182,276 +271%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$2.9M -$155K -9,859 -5%
Macquarie Group
23
Macquarie Group
Australia
$2.6M +$94.5K +6,000 +4%
MPM
24
Meritage Portfolio Management
Kansas
$2.3M +$46.1K +2,930 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.08M +$58.1K +3,687 +3%

EBF Hedge Fund Activity: Q1 2014 in Review

121 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ennis (EBF) for Q1 2014, worth a combined $346M — down 7.2% from $373M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EBF and 11 opened new positions — a net loss of 6 holders — while 38 trimmed existing stakes and 52 added.

The largest buyer was Russell Frank Company, adding an estimated $2.87M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $6.85M sold.

  • 121 institutional investors held Ennis (EBF) as of Q1 2014, down from 129 in Q4 2013.
  • Funds reported $346M of Ennis stock for Q1 2014, down 7.2% quarter-over-quarter.
  • 11 funds opened new Ennis positions in Q1 2014 and 17 closed out, a net change of -6 holders.
  • The largest Ennis buyer in Q1 2014 was Russell Frank Company, an estimated $2.87M added.
  • The largest Ennis seller in Q1 2014 was Capital Research Global Investors, an estimated $6.85M sold.

Based on aggregated 13F filings for Q1 2014.