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Enphase Energy
ENPH

63 hedge funds and large institutions have $106M invested in Enphase Energy in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $412K | Put options by funds: $71K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

15% more funds holding

Funds holding: 55 → 63 (+8)

19% less capital invested

Capital invested by funds: $131M → $106M (-$25.1M)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
17
Closed
7
Calls
$412K
Puts
$71K
Net Calls
+$341K
Net Calls Change
-$219K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.11M
2
HCS
Harvest Capital Strategies
California
+$879K
3
CS
Credit Suisse
Switzerland
+$801K
4
William Blair & Company
William Blair & Company
Illinois
+$735K
5
SIM
Spark Investment Management
New York
+$726K

Top Sellers

Rank Fund Capital Flow
1
DL
Delta Lloyd
Netherlands
-$2.12M
2
GC
Guggenheim Capital
Illinois
-$1.34M
3
Deutsche Bank
Deutsche Bank
Germany
-$827K
4
Bank of America
Bank of America
North Carolina
-$722K
5
GH
GAM Holding
Switzerland
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$410K +$343K +46,885 +263%
TCIM
27
TIAA CREF Investment Management
New York
$403K – – –
BCM
28
Bridgeway Capital Management
Texas
$380K – – –
AQR Capital Management
29
AQR Capital Management
Connecticut
$362K +$418K +57,064 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$344K +$397K +54,243 New
BIM
31
BlackRock Investment Management
Delaware
$279K -$7.26K -991 -2%
Charles Schwab
32
Charles Schwab
California
$208K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$181K – – –
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$165K +$191K +26,030 New
TA
35
Teachers Advisors
New York
$163K +$37.1K +5,070 +25%
ST
36
Sentinel Trust
Texas
$146K – – –
AllianceBernstein
37
AllianceBernstein
Tennessee
$145K -$23.4K -3,200 -12%
Zurich Cantonal Bank
38
Zurich Cantonal Bank
Switzerland
$143K +$18.3K +2,500 +13%
Jane Street
39
Jane Street
New York
$138K +$86K +11,749 +117%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$131K +$151K +20,639 New
FM
41
Forward Management
California
$127K +$114K +15,500 +344%
SCM
42
Stevens Capital Management
Pennsylvania
$123K +$143K +19,462 New
EMG
43
Ellington Management Group
Connecticut
$120K +$138K +18,900 New
Deutsche Bank
44
Deutsche Bank
Germany
$115K -$827K -112,872 -86%
PPA
45
Parametric Portfolio Associates
Washington
$104K +$3.19K +435 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$88K – – –
VKH
47
Virtu KCG Holdings
New York
$87K +$100K +13,712 New
NFA
48
Nationwide Fund Advisors
Ohio
$77K -$3.15K -430 -3%
AIG
49
American International Group
New York
$67.2K -$776 -106 -1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$56K +$64.4K +8,800 New
1
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ENPH Hedge Fund Activity: Q4 2013 in Review

63 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2013, worth a combined $106M — down 19% from $131M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ENPH positions and 7 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Invesco, adding an estimated $2.11M. The largest seller was Delta Lloyd, cutting an estimated $2.12M.

  • 63 institutional investors held Enphase Energy (ENPH) as of Q4 2013, up from 55 in Q3 2013.
  • Funds reported $106M of Enphase Energy stock for Q4 2013, down 19% quarter-over-quarter.
  • 15 funds opened new Enphase Energy positions in Q4 2013 and 7 closed out, a net change of +8 holders.
  • The largest Enphase Energy buyer in Q4 2013 was Invesco, an estimated $2.11M added.
  • The largest Enphase Energy seller in Q4 2013 was Delta Lloyd, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2013.