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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
QT
451
Quantamental Technologies
New York
$765K +$132K +842 +29%
TSS
452
Two Sigma Securities
New York
$761K +$592K +3,769 New
KPWS
453
Kestra Private Wealth Services
Texas
$758K +$294K +1,872 +99%
CG
454
Clarus Group
Texas
$726K
SW
455
SVB Wealth
Massachusetts
$718K -$82.2K -523 -13%
MGAM
456
McGowan Group Asset Management
Texas
$713K -$91.9K -585 -14%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$709K +$449K +2,860 +437%
CIA
458
Capital Impact Advisors
Massachusetts
$696K +$542K +3,451 New
CCM
459
Coldstream Capital Management
Washington
$694K +$59.7K +380 +12%
HCM
460
HMS Capital Management
Tennessee
$682K
HT
461
HighTower Trust
Texas
$680K +$157K +1,000 +42%
PA
462
Pinnacle Associates
New York
$675K +$526K +3,347 New
VCWA
463
Vanguard Capital Wealth Advisors
Colorado
$665K -$7.86K -50 -1%
HH
464
Hilltop Holdings
Texas
$663K +$228K +1,449 +79%
WG
465
Winton Group
United Kingdom
$657K +$140K +894 +38%
RHBC
466
R.H. Bluestein & Co
Michigan
$622K -$26.4M -167,933 -98%
Creative Planning
467
Creative Planning
Kansas
$612K -$212K -1,350 -31%
LCP
468
Legacy Capital Partners
Wisconsin
$608K +$47.1K +300 +11%
MFS
469
Monetta Financial Services
Illinois
$605K +$471K +3,000 New
WFC
470
Western Financial Corp
California
$595K +$463K +2,949 New
SPIA
471
Steward Partners Investment Advisory
New York
$588K -$138K -877 -23%
ED
472
Exane Derivatives
France
$577K +$58.3K +371 +15%
GT
473
Glenmede Trust
Pennsylvania
$569K +$20.4K +130 +5%
SC
474
Sagefield Capital
Texas
$540K +$316K +2,010 +300%
AG
475
Appleton Group
Wisconsin
$539K +$420K +2,671 New

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.