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Enphase Energy

887 hedge funds and large institutions have $28.3B invested in Enphase Energy in 2022 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 70

79% more call options, than puts

Call options by funds: $3.67B | Put options by funds: $2.06B

48% more capital invested

Capital invested by funds: $19.1B → $28.3B (+$9.19B)

37% more funds holding in top 10

Funds holding in top 10: 2737 (+10)

10% more funds holding

Funds holding: 809887 (+78)

3.04% more ownership

Funds ownership: 72.9%75.94% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 323

Holders
887
Holders Change
+78
Holders Change %
+9.64%
% of All Funds
15.28%
Holding in Top 10
37
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+37.04%
% of All Funds
0.64%
New
159
Increased
314
Reduced
323
Closed
70
Calls
$3.67B
Puts
$2.06B
Net Calls
+$1.61B
Net Calls Change
+$873M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
551
Gerber Kawasaki Wealth & Investment Management
California
$601K +$69.9K +259 +14%
AssetMark Inc
552
AssetMark Inc
California
$600K +$520K +1,927 +813%
PWM
553
PBMares Wealth Management
Virginia
$596K +$1.35K +5 +0.2%
AWM
554
Axxcess Wealth Management
California
$591K -$35.3K -131 -6%
JPMIA
555
J.P. Marvel Investment Advisors
Massachusetts
$585K +$569K +2,110 New
BJL
556
Brighton Jones LLC
Washington
$584K +$224K +830 +65%
WFC
557
Western Financial Corp
California
$581K -$137K -509 -20%
EF
558
Empirical Finance
Pennsylvania
$580K +$145K +539 +35%
AG
559
Appleton Group
Wisconsin
$579K
RHBC
560
R.H. Bluestein & Co
Michigan
$579K
IWC
561
Integrated Wealth Concepts
Massachusetts
$578K +$562K +2,083 New
BBP
562
Banco BTG Pactual
Brazil
$577K +$561K +2,081 New
CG
563
Caprock Group
Idaho
$575K +$105K +391 +23%
DIA
564
Dana Investment Advisors
Wisconsin
$574K
RA
565
RFG Advisory
Alabama
$572K -$118K -438 -18%
V
566
Veritable
Delaware
$570K -$137K -508 -20%
KeyBank National Association
567
KeyBank National Association
Ohio
$568K +$552K +2,048 New
NSAM
568
North Star Asset Management
Wisconsin
$564K -$11.1K -41 -2%
FIM
569
Freedom Investment Management
Connecticut
$564K +$38K +141 +7%
AAS
570
Annex Advisory Services
Wisconsin
$563K -$1.34M -4,970 -71%
NL
571
NVWM LLC
Pennsylvania
$558K +$543K +2,012 New
CAM
572
Carret Asset Management
New York
$555K -$27K -100 -5%
VAS
573
Vestmark Advisory Solutions
Massachusetts
$536K +$155K +573 +42%
CT
574
Chicago Trust
Illinois
$536K +$521K +1,933 New
GT
575
Greenleaf Trust
Michigan
$533K +$108K +401 +26%

ENPH Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q3 2022, worth a combined $28.3B — up 48% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new ENPH positions and 70 closed out — a net gain of 89 holders — while 314 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $486M. The largest seller was Allianz Asset Management, cutting an estimated $922M.

  • 887 institutional investors held Enphase Energy (ENPH) as of Q3 2022, up from 809 in Q2 2022.
  • Funds reported $28.3B of Enphase Energy stock for Q3 2022, up 48% quarter-over-quarter.
  • 159 funds opened new Enphase Energy positions in Q3 2022 and 70 closed out, a net change of +89 holders.
  • The largest Enphase Energy buyer in Q3 2022 was VOYA Investment Management, an estimated $486M added.
  • The largest Enphase Energy seller in Q3 2022 was Allianz Asset Management, an estimated $922M sold.

Based on aggregated 13F filings for Q3 2022.