Enphase Energy
ENPH
783 hedge funds and large institutions have $12.1B invested in Enphase Energy in 2023 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 263 reducing their positions, and 189 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 263
0.52% less ownership
Funds ownership: 73.98% → 73.46% (-0.52%)
9% less funds holding
Funds holding: 863 → 783 (-80)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
16% less call options, than puts
Call options by funds: $1.24B | Put options by funds: $1.47B
29% less capital invested
Capital invested by funds: $17B → $12.1B (-$4.94B)
38% less first-time investments, than exits
New positions opened: 117 | Existing positions closed: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$120M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$86M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$83.5M |
| 4 |
MU
Mirova US
Boston,
Massachusetts
|
+$82.3M |
| 5 |
Amundi
Paris,
France
|
+$81.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$260M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$121M |
| 3 |
Coatue Management
New York
|
-$103M |
| 4 |
Man Group
London,
United Kingdom
|
-$81M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$75.7M |
ENPH Hedge Fund Activity: Q3 2023 in Review
783 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q3 2023, worth a combined $12.1B — down 29% from $17B a quarter earlier.
Sellers outnumbered buyers: 189 funds closed out of ENPH and 117 opened new positions — a net loss of 72 holders — while 263 trimmed existing stakes and 309 added.
The largest buyer was Swedbank, adding an estimated $120M. The largest seller was Fidelity Investments, cutting an estimated $260M.
- 783 institutional investors held Enphase Energy (ENPH) as of Q3 2023, down from 863 in Q2 2023.
- Funds reported $12.1B of Enphase Energy stock for Q3 2023, down 29% quarter-over-quarter.
- 117 funds opened new Enphase Energy positions in Q3 2023 and 189 closed out, a net change of -72 holders.
- The largest Enphase Energy buyer in Q3 2023 was Swedbank, an estimated $120M added.
- The largest Enphase Energy seller in Q3 2023 was Fidelity Investments, an estimated $260M sold.
Based on aggregated 13F filings for Q3 2023.