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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
VIA
601
Virtus Investment Advisers
Connecticut
$438K +$426K +1,578 New
SFA
602
Sequoia Financial Advisors
Ohio
$437K -$204K -757 -32%
TAM
603
Trust Asset Management
Texas
$435K +$31K +115 +8%
S
604
SignatureFD
Georgia
$435K +$101K +376 +32%
RMC
605
Resources Management Corp
Connecticut
$432K -$8.63K -32 -2%
CCP
606
Corient Capital Partners
California
$429K
SICM
607
Sustainable Insight Capital Management
New York
$427K +$415K +1,538 New
5L
608
55I LLC
Massachusetts
$425K +$413K +1,533 New
HFM
609
Harvest Fund Management
China
$421K +$198K +735 +94%
TPW
610
Transatlantique Private Wealth
New York
$419K -$17.8K -66 -4%
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$418K +$80.6K +299 +25%
RBFC
612
Roman Butler Fullerton & Co
Missouri
$417K +$440K +1,631 New
ASN
613
Advisory Services Network
Georgia
$416K -$164K -608 -29%
CCM
614
Covington Capital Management
California
$416K -$27K -100 -6%
AWM
615
Avitas Wealth Management
California
$408K -$275K -1,019 -41%
DZ Bank
616
DZ Bank
Germany
$406K -$85.8K -318 -18%
CMI
617
Clare Market Investments
Texas
$405K +$394K +1,460 New
SW
618
SVB Wealth
Massachusetts
$405K +$394K +1,459 New
PCA
619
Pallas Capital Advisors
Massachusetts
$404K -$539 -2 -0.1%
LSPW
620
Lake Street Private Wealth
Illinois
$404K +$270 +1 +0.1%
CI Investments Inc
621
CI Investments Inc
Ontario, Canada
$404K +$389K +1,441 +9,607%
Lazard Asset Management
622
Lazard Asset Management
New York
$403K -$209K -775 -35%
ICG
623
InterOcean Capital Group
Tennessee
$401K -$97.6K -362 -20%
PAA
624
Peregrine Asset Advisers
Oregon
$400K +$25.6K +95 +7%
PWA
625
Phoenix Wealth Advisors
North Carolina
$395K -$15.9K -59 -4%

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.