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Enphase Energy
ENPH

106 hedge funds and large institutions have $254M invested in Enphase Energy in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

91% more capital invested

Capital invested by funds: $133M → $254M (+$121M)

38% more funds holding

Funds holding: 77 → 106 (+29)

25% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $6.02M

8.61% more ownership

Funds ownership: 30.34% → 38.95% (+8.6%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
106
Holders Change
+29
Holders Change %
+37.66%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
23
Reduced
22
Closed
22
Calls
$7.55M
Puts
$6.02M
Net Calls
+$1.53M
Net Calls Change
+$2.83M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.9M
2
Invesco
Invesco
Georgia
+$15.2M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$7.75M
4
State Street
State Street
Massachusetts
+$6.51M
5
PWAM
Park West Asset Management
California
+$5.69M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$15.6M
2
TGM
Tenzing Global Management
California
-$4.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.23M
4
OWIM
Old West Investment Management
California
-$2.87M
5
NC
Northpointe Capital
Michigan
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1.28M +$981K +189,814 New
Wells Fargo
27
Wells Fargo
California
$1.24M +$665K +128,657 +233%
Charles Schwab
28
Charles Schwab
California
$1.22M +$940K +181,857 New
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$1.19M +$914K +176,872 New
KPF
30
K2 Principal Fund
Ontario, Canada
$1.14M -$1.92M -371,200 -69%
TA
31
Teachers Advisors
New York
$1.12M +$859K +166,123 New
Group One Trading
32
Group One Trading
Illinois
$1.11M +$522K +101,006 +158%
Deutsche Bank
33
Deutsche Bank
Germany
$1.1M +$6.34K +1,227 +0.8%
AIM
34
Assured Investment Management
New York
$925K +$711K +137,469 New
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$891K +$685K +132,399 New
GAM
36
Gotham Asset Management
New York
$815K +$626K +121,052 New
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$684K – – –
AA
38
Ancora Advisors
Ohio
$673K – – –
KBC Group
39
KBC Group
Belgium
$612K – – –
AllianceBernstein
40
AllianceBernstein
Tennessee
$604K +$464K +89,800 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$589K +$453K +87,556 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$551K +$423K +81,800 New
MC
43
Menta Capital
California
$494K -$270K -52,133 -42%
AIM
44
Alambic Investment Management
California
$486K +$374K +72,281 New
Macquarie Group
45
Macquarie Group
Australia
$483K +$311K +60,100 +518%
Goldman Sachs
46
Goldman Sachs
New York
$453K -$2.25M -434,565 -87%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$441K +$322K +62,210 +1,891%
PCM
48
Prelude Capital Management
New York
$404K +$310K +60,000 New
AIG
49
American International Group
New York
$379K +$291K +56,359 New
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$378K +$290K +56,126 New
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ENPH Hedge Fund Activity: Q2 2018 in Review

106 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2018, worth a combined $254M — up 91% from $133M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ENPH positions and 22 closed out — a net gain of 29 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $15.6M sold.

  • 106 institutional investors held Enphase Energy (ENPH) as of Q2 2018, up from 77 in Q1 2018.
  • Funds reported $254M of Enphase Energy stock for Q2 2018, up 91% quarter-over-quarter.
  • 51 funds opened new Enphase Energy positions in Q2 2018 and 22 closed out, a net change of +29 holders.
  • The largest Enphase Energy buyer in Q2 2018 was BlackRock, an estimated $24.9M added.
  • The largest Enphase Energy seller in Q2 2018 was Guggenheim Capital, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2018.