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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
WT
651
Whittier Trust
California
$116K -$135K -857 -60%
CFD
652
Creative Financial Designs
Indiana
$110K
ETC
653
Exchange Traded Concepts
Oklahoma
$103K -$3.03M -19,289 -97%
AF
654
Advisornet Financial
Minnesota
$103K +$36.1K +230 +82%
S
655
Surevest
California
$102K
HFM
656
Harvest Fund Management
China
$102K +$54.1K +344 +211%
PWC
657
PYA Waltman Capital
Tennessee
$101K
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K +$23.6K +150 +42%
CCM
659
Covington Capital Management
California
$101K +$78.7K +501 New
GRP
660
Global Retirement Partners
California
$101K +$97.9K +623 New
CCA
661
Column Capital Advisors
Indiana
$97K
MCC
662
Money Concepts Capital
Florida
$96K +$74.8K +476 New
AWM
663
Atticus Wealth Management
Florida
$88K
BEI
664
Benjamin Edwards Inc
Missouri
$86K -$1.57K -10 -2%
T
665
TCWP
Ohio
$86K +$67.3K +428 New
PCG
666
Private Capital Group
Connecticut
$83K +$19.6K +125 +44%
AP
667
Arlington Partners
Alabama
$82K
CBT
668
CoreFirst Bank & Trust
Kansas
$77K
PFS
669
Prospera Financial Services
Texas
$77K +$60.2K +383 New
LJHT
670
Laurie J. Hall Trustee
$74K
IUHSA
671
Itau Unibanco Holding S.A.
Brazil
$66K +$51.2K +326 New
QCG
672
Quadrant Capital Group
Ohio
$64K -$2.98K -19 -6%
GWMIA
673
Global Wealth Management Investment Advisory
Florida
$62K +$20.3K +129 +73%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$55K -$5.34K -34 -11%
CHA
675
Carmichael Hill & Associates
Maryland
$52K

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.