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Enphase Energy

770 hedge funds and large institutions have $19.2B invested in Enphase Energy in 2022 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 311 increasing their positions, 238 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 923 (+14)

31% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 238

26% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 116

13% more capital invested

Capital invested by funds: $17B → $19.2B (+$2.14B)

3% more funds holding

Funds holding: 749770 (+21)

1.99% more ownership

Funds ownership: 69.08%71.07% (+2%)

26% less call options, than puts

Call options by funds: $988M | Put options by funds: $1.34B

Holders
770
Holders Change
+21
Holders Change %
+2.8%
% of All Funds
12.15%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.36%
New
146
Increased
311
Reduced
238
Closed
116
Calls
$988M
Puts
$1.34B
Net Calls
-$356M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
601
Snowden Capital Advisors
New York
$238K +$108K +689 +140%
C
602
Covestor
United Kingdom
$237K +$128K +814 +227%
MLM
603
Mount Lucas Management
Pennsylvania
$235K +$10.8K +69 +6%
FAFN
604
First Affirmative Financial Network
Colorado
$233K +$181K +1,153 New
TC
605
Telemus Capital
Michigan
$233K +$182K +1,156 New
WJWM
606
Williams Jones Wealth Management
New York
$232K -$7.86K -50 -4%
CC
607
Corton Capital
Ontario, Canada
$232K +$181K +1,151 New
OIA
608
Optimum Investment Advisors
Illinois
$227K +$82.5K +525 +88%
SS
609
Simplicity Solutions
Minnesota
$225K +$175K +1,116 New
FFM
610
Forum Financial Management
Illinois
$224K +$3.14K +20 +2%
ATC
611
Argent Trust Co
Tennessee
$223K +$173K +1,101 New
WPC
612
Wedmont Private Capital
Pennsylvania
$222K +$161K +1,025 New
CF
613
Centaurus Financial
California
$219K +$56.9K +362 +50%
FAB
614
First American Bank
Illinois
$217K +$169K +1,077 New
Capstone Investment Advisors
615
Capstone Investment Advisors
New York
$215K -$298K -1,897 -64%
SIGI
616
Susquehanna International Group (Ireland)
Ireland
$215K -$39K -248 -19%
PAA
617
Peregrine Asset Advisers
Oregon
$211K +$165K +1,047 New
RIA
618
Realta Investment Advisors
Delaware
$210K +$163K +1,039 New
STA
619
Summit Trail Advisors
New York
$210K +$164K +1,041 New
LW
620
Linscomb Wealth
Texas
$208K +$162K +1,032 New
GC
621
Grimes & Company
Massachusetts
$207K +$161K +1,025 New
JIR
622
James Investment Research
Ohio
$205K -$56.4K -359 -26%
MWM
623
Mission Wealth Management
California
$203K +$158K +1,007 New
SWM
624
Spire Wealth Management
Virginia
$202K -$79.3K -505 -34%
LS
625
Livforsakringsbolaget Skandia
Sweden
$202K

ENPH Hedge Fund Activity: Q1 2022 in Review

770 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2022, worth a combined $19.2B — up 13% from $17B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENPH positions and 116 closed out — a net gain of 30 holders — while 311 added to existing stakes and 238 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $309M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $155M sold.

  • 770 institutional investors held Enphase Energy (ENPH) as of Q1 2022, up from 749 in Q4 2021.
  • Funds reported $19.2B of Enphase Energy stock for Q1 2022, up 13% quarter-over-quarter.
  • 146 funds opened new Enphase Energy positions in Q1 2022 and 116 closed out, a net change of +30 holders.
  • The largest Enphase Energy buyer in Q1 2022 was Allianz Asset Management, an estimated $309M added.
  • The largest Enphase Energy seller in Q1 2022 was Renaissance Technologies, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2022.