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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
DF
401
Donoghue Forlines
Massachusetts
$1.03M -$766K -4,876 -49%
AFA
402
Abacus FCF Advisors
Florida
$1.03M +$805K +5,122 New
BCM
403
Beck Capital Management
Texas
$1.03M +$801K +5,095 New
EDRH
404
Edmond de Rothschild Holding
Switzerland
$1.03M +$60.3K +384 +8%
CB
405
Commerce Bank
Missouri
$1.02M +$32.5K +207 +4%
EIP
406
Epoch Investment Partners
New York
$1.02M +$799K +5,082 New
DCM
407
Decatur Capital Management
Georgia
$1.02M +$78.7K +501 +11%
M&T Bank
408
M&T Bank
New York
$1.02M +$87K +554 +12%
LFAS
409
Level Four Advisory Services
Texas
$1.01M +$370K +2,353 +89%
AAS
410
Annex Advisory Services
Wisconsin
$1.01M -$723K -4,600 -48%
DCM
411
Dockyard Capital Management
Massachusetts
$1.01M +$786K +5,000 New
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$992K +$222K +1,413 +40%
TPCW
413
TD Private Client Wealth
New York
$974K +$223K +1,417 +42%
SG Americas Securities
414
SG Americas Securities
New York
$973K -$8.29M -52,738 -92%
6F
415
626 Financial
Michigan
$965K +$45.1K +287 +6%
PAG
416
Private Advisor Group
New Jersey
$957K +$56.3K +358 +8%
BL
417
BFSG LLC
California
$951K +$740K +4,711 New
AAS
418
Avantax Advisory Services
Texas
$947K +$139K +885 +23%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$934K +$600K +3,816 +470%
ATIA
420
American Trust Investment Advisors
New Hampshire
$932K
EI
421
Ethic Inc
New York
$920K +$171K +1,086 +31%
AWM
422
AE Wealth Management
Kansas
$918K +$52.3K +333 +8%
MCP
423
Mirador Capital Partners
California
$916K +$119K +758 +20%
E
424
Ergoteles
New York
$912K +$513K +3,265 +260%
IAA
425
Independent Advisor Alliance
North Carolina
$909K -$42.6K -271 -6%

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.