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Enphase Energy

722 hedge funds and large institutions have $12.1B invested in Enphase Energy in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 277 increasing their positions, 262 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 262

2% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.48B

2.19% less ownership

Funds ownership: 76.07%73.88% (-2.2%)

5% less funds holding

Funds holding: 757722 (-35)

11% less capital invested

Capital invested by funds: $13.7B → $12.1B (-$1.56B)

21% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 107

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
722
Holders Change
-35
Holders Change %
-4.62%
% of All Funds
10.4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
84
Increased
277
Reduced
262
Closed
107
Calls
$1.46B
Puts
$1.48B
Net Calls
-$24.2M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
476
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$387K
MAM
477
Maytree Asset Management
Hong Kong
$385K +$372K +3,186 New
BAAM
478
Baker Avenue Asset Management
California
$378K +$90K +771 +33%
PWM
479
Perigon Wealth Management
California
$377K -$647K -5,543 -64%
HCM
480
Hollencrest Capital Management
California
$374K +$11.7K +100 +3%
Public Sector Pension Investment Board (PSP Investments)
481
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$374K
TC
482
TAP Consulting
Missouri
$372K +$80.3K +688 +29%
OCBCO
483
Oversea-Chinese Banking Corp (OCBC)
Singapore
$369K +$360K +3,083 New
CJ
484
Caitlin John
Michigan
$365K +$350K +3,000 +15,000%
FFS
485
Founders Financial Securities
Maryland
$363K -$17.5K -150 -5%
CG
486
Clarus Group
Texas
$350K
MYLI
487
Meiji Yasuda Life Insurance
Japan
$347K
SPA
488
Sherbrooke Park Advisers
New York
$344K +$332K +2,841 New
NIM
489
NEOS Investment Management
Connecticut
$344K +$106K +908 +47%
CPBTD
490
Central Pacific Bank - Trust Division
Hawaii
$341K +$337K +2,886 New
CAPTRUST Financial Advisors
491
CAPTRUST Financial Advisors
North Carolina
$340K -$501K -4,295 -60%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$333K +$91.1K +781 +40%
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$327K +$241K +2,063 +337%
DP
494
DDD Partners
Washington
$326K +$314K +2,695 New
FFN
495
Focus Financial Network
Minnesota
$326K +$348K +2,982 New
IC
496
IEQ Capital
California
$323K +$77.2K +662 +33%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$322K +$310K +2,660 New
LBWM
498
Left Brain Wealth Management
Illinois
$321K +$92.4K +792 +43%
TMWM
499
Taylor & Morgan Wealth Management
Michigan
$319K -$17.5K -150 -5%
MFAM
500
Motley Fool Asset Management
Virginia
$306K +$6.53K +56 +2%

ENPH Hedge Fund Activity: Q1 2024 in Review

722 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2024, worth a combined $12.1B — down 11% from $13.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of ENPH and 84 opened new positions — a net loss of 23 holders — while 262 trimmed existing stakes and 277 added.

The largest buyer was Wellington Management Group, adding an estimated $232M. The largest seller was Swedbank, exiting entirely with an estimated $486M sold.

  • 722 institutional investors held Enphase Energy (ENPH) as of Q1 2024, down from 757 in Q4 2023.
  • Funds reported $12.1B of Enphase Energy stock for Q1 2024, down 11% quarter-over-quarter.
  • 84 funds opened new Enphase Energy positions in Q1 2024 and 107 closed out, a net change of -23 holders.
  • The largest Enphase Energy buyer in Q1 2024 was Wellington Management Group, an estimated $232M added.
  • The largest Enphase Energy seller in Q1 2024 was Swedbank, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2024.