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Enphase Energy

770 hedge funds and large institutions have $19.2B invested in Enphase Energy in 2022 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 311 increasing their positions, 238 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 923 (+14)

31% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 238

26% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $17B → $19.2B (+$2.14B)

3% more funds holding

Funds holding: 749770 (+21)

1.99% more ownership

Funds ownership: 69.08%71.07% (+2%)

26% less call options, than puts

Call options by funds: $988M | Put options by funds: $1.34B

Holders
770
Holders Change
+21
Holders Change %
+2.8%
% of All Funds
12.15%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.36%
New
146
Increased
311
Reduced
238
Closed
116
Calls
$988M
Puts
$1.34B
Net Calls
-$356M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
376
Wolverine Trading
Illinois
$1.26M -$6.12M -38,953 -86%
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$1.26M +$211K +1,346 +27%
AWS
378
Atria Wealth Solutions
New York
$1.24M +$969K +6,168 New
SFS
379
Stiles Financial Services
Minnesota
$1.24M +$2.04K +13 +0.2%
EOJOAM
380
E. Ohman J:or Asset Management
Sweden
$1.23M
AG
381
Algert Global
California
$1.21M +$945K +6,014 New
LIM
382
Leavell Investment Management
Alabama
$1.21M
DAS
383
Dynamic Advisor Solutions
Arizona
$1.19M +$253K +1,611 +38%
CG
384
Colony Group
Massachusetts
$1.18M +$915K +5,825 New
CG
385
Cutler Group
California
$1.15M +$868K +5,525 +3,390%
Thrivent Financial for Lutherans
386
Thrivent Financial for Lutherans
Minnesota
$1.14M -$12.9K -82 -1%
JMPWA
387
JP Morgan Private Wealth Advisors
California
$1.14M -$1.37M -8,724 -61%
BRWM
388
B. Riley Wealth Management
Tennessee
$1.12M +$510K +3,245 +142%
CCM
389
Carderock Capital Management
Maryland
$1.11M -$1.57K -10 -0.2%
VVP
390
Venture Visionary Partners
Ohio
$1.09M +$847K +5,390 New
EA
391
Emerald Advisers
Pennsylvania
$1.09M -$9.59K -61 -1%
AFS
392
AFG Fiduciary Services
Massachusetts
$1.09M +$129K +822 +18%
APG Asset Management
393
APG Asset Management
Netherlands
$1.08M -$629K -4,000 -40%
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$117K -742 -12%
WB
395
WesBanco Bank
West Virginia
$1.07M -$221K -1,407 -21%
CIBC World Market
396
CIBC World Market
Ontario, Canada
$1.07M +$574K +3,653 +219%
MHS
397
M Holdings Securities
Oregon
$1.06M +$824K +5,246 New
FA
398
Friess Associates
Delaware
$1.05M +$816K +5,191 New
VCM
399
Virtue Capital Management
Tennessee
$1.04M +$36.3K +231 +5%
SSA
400
Schonfeld Strategic Advisors
New York
$1.04M -$324K -2,062 -29%

ENPH Hedge Fund Activity: Q1 2022 in Review

770 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2022, worth a combined $19.2B — up 13% from $17B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENPH positions and 116 closed out — a net gain of 30 holders — while 311 added to existing stakes and 238 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $309M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $155M sold.

  • 770 institutional investors held Enphase Energy (ENPH) as of Q1 2022, up from 749 in Q4 2021.
  • Funds reported $19.2B of Enphase Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 146 funds opened new Enphase Energy positions in Q1 2022 and 116 closed out, a net change of +30 holders.
  • The largest Enphase Energy buyer in Q1 2022 was Allianz Asset Management, an estimated $309M added.
  • The largest Enphase Energy seller in Q1 2022 was Renaissance Technologies, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2022.