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Enphase Energy

96 hedge funds and large institutions have $219M invested in Enphase Energy in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

72% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $3.49M

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $201M → $219M (+$18.3M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.78% more ownership

Funds ownership: 42.69%43.47% (+0.78%)

0% more funds holding

Funds holding: 9696 (0)

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
19
Increased
35
Reduced
27
Closed
18
Calls
$5.99M
Puts
$3.49M
Net Calls
+$2.5M
Net Calls Change
+$870K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$894K
TA
27
Teachers Advisors
New York
$847K
Morgan Stanley
28
Morgan Stanley
New York
$830K -$128K -25,188 -13%
TCIM
29
TIAA CREF Investment Management
New York
$796K -$26.5K -5,222 -3%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$796K +$854K +168,247 New
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$757K +$161K +31,764 +25%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$676K
NC
33
Northpointe Capital
Michigan
$670K +$719K +141,687 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$651K +$36.6K +7,214 +6%
Bank of America
35
Bank of America
North Carolina
$639K +$323K +63,640 +89%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$593K +$189K +37,169 +42%
Goldman Sachs
37
Goldman Sachs
New York
$555K -$79.9K -15,742 -12%
Citadel Advisors
38
Citadel Advisors
Florida
$515K -$881K -173,526 -61%
DAM
39
Doheny Asset Management
California
$511K -$58.4K -11,500 -10%
AllianceBernstein
40
AllianceBernstein
Tennessee
$483K +$62.9K +12,400 +14%
UBS Group
41
UBS Group
Switzerland
$473K +$502K +98,897 +9,115%
JP Morgan Chase
42
JP Morgan Chase
New York
$471K +$404K +79,538 +397%
KBC Group
43
KBC Group
Belgium
$430K
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$387K
Citigroup
45
Citigroup
New York
$368K +$264K +51,950 +202%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$354K -$125K -24,600 -25%
USAA
47
United Services Automobile Association
Texas
$319K +$343K +67,500 New
Wells Fargo
48
Wells Fargo
California
$288K -$856K -168,695 -73%
GIM
49
Granahan Investment Management
Massachusetts
$285K +$306K +60,254 New
AA
50
Ancora Advisors
Ohio
$284K -$50.8K -10,000 -14%

ENPH Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2018, worth a combined $219M — up 9.1% from $201M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ENPH positions and 18 closed out — a net gain of 1 holder — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Electron Capital Partners, adding an estimated $14.9M. The largest seller was Invesco, cutting an estimated $13.2M.

  • 96 institutional investors held Enphase Energy (ENPH) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $219M of Enphase Energy stock for Q4 2018, up 9.1% quarter-over-quarter.
  • 19 funds opened new Enphase Energy positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest Enphase Energy buyer in Q4 2018 was Electron Capital Partners, an estimated $14.9M added.
  • The largest Enphase Energy seller in Q4 2018 was Invesco, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2018.