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Enphase Energy
ENPH

55 hedge funds and large institutions have $30.1M invested in Enphase Energy in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more capital invested

Capital invested by funds: $15.8M → $30.1M (+$14.3M)

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

4% more funds holding

Funds holding: 53 → 55 (+2)

1.26% more ownership

Funds ownership: 25.41% → 26.67% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
12
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECP
Electron Capital Partners
New York
+$5.42M
2
OWIM
Old West Investment Management
California
+$1.54M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$1.25M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$905K
5
BlackRock
BlackRock
New York
+$902K

Top Sellers

1
WA
Wasatch Advisors
Utah
-$381K
2
RS
Robeco Schweiz
Switzerland
-$364K
3
GPCM
Granite Point Capital Management
Massachusetts
-$296K
4
MC
Menta Capital
California
-$184K
5
SIM
Spark Investment Management
New York
-$141K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
26
Prescott Group Capital Management
Oklahoma
$99K +$105K +72,119 New
BFM
27
Boothbay Fund Management
New York
$87K +$92.9K +63,835 New
PAWC
28
P.A.W. Capital
Connecticut
$82K +$87.3K +60,000 New
BBCM
29
Boardman Bay Capital Management
New York
$79K +$84.1K +57,800 New
WPC
30
White Pine Capital
Minnesota
$79K +$84.4K +58,000 New
CMG
31
Cavalry Management Group
California
$69K +$73.2K +50,320 New
GW
32
GW & Wade
Massachusetts
$62K – – –
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$59K -$63.6K -43,700 -50%
Squarepoint
34
Squarepoint
New York
$57K -$69.8K -48,000 -54%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$51K -$2.47K -1,700 -4%
Bank of America
36
Bank of America
North Carolina
$42K -$1.07K -733 -2%
MWM
37
Merriman Wealth Management
Washington
$41K +$2.18K +1,500 +5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$41K +$9.34K +6,419 +27%
Morgan Stanley
39
Morgan Stanley
New York
$38K -$6.11K -4,195 -13%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$34K -$80.6K -55,361 -69%
Brown Advisory
41
Brown Advisory
Maryland
$28K +$29.5K +20,299 New
Goldman Sachs
42
Goldman Sachs
New York
$23K -$33.1K -22,727 -57%
Creative Planning
43
Creative Planning
Kansas
$16K – – –
AIM
44
Acrospire Investment Management
Illinois
$15K +$13.5K +9,301 +715%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$13K +$8.79K +6,040 +153%
PCM
46
Prelude Capital Management
New York
$7K -$27.9K -19,200 -80%
FCMT
47
Founders Capital Management (Texas)
Texas
$7K +$7.28K +5,000 New
Deutsche Bank
48
Deutsche Bank
Germany
$7K +$8.92K +6,127 New
CG
49
Cutler Group
California
$6K -$13K -8,900 -66%
WIM
50
Westside Investment Management
California
$5.98K – – –
1
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ENPH Hedge Fund Activity: Q1 2017 in Review

55 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2017, worth a combined $30.1M — up 90% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ENPH positions and 10 closed out — a net gain of 7 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Electron Capital Partners, opening a new position worth an estimated $5.42M. The largest seller was Wasatch Advisors, cutting an estimated $381K.

  • 55 institutional investors held Enphase Energy (ENPH) as of Q1 2017, up from 53 in Q4 2016.
  • Funds reported $30.1M of Enphase Energy stock for Q1 2017, up 90% quarter-over-quarter.
  • 17 funds opened new Enphase Energy positions in Q1 2017 and 10 closed out, a net change of +7 holders.
  • The largest Enphase Energy buyer in Q1 2017 was Electron Capital Partners, an estimated $5.42M added.
  • The largest Enphase Energy seller in Q1 2017 was Wasatch Advisors, an estimated $381K sold.

Based on aggregated 13F filings for Q1 2017.