Enphase Energy
ENPH
631 hedge funds and large institutions have $14.8B invested in Enphase Energy in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 76 closing their positions.
91% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 76
29% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 192
14% more call options, than puts
Call options by funds: $1.16B | Put options by funds: $1.02B
11% more funds holding
Funds holding: 568 → 631 (+63)
7.74% less ownership
Funds ownership: 74.93% → 67.2% (-7.7%)
11% less capital invested
Capital invested by funds: $16.6B → $14.8B (-$1.81B)
53% less funds holding in top 10
Funds holding in top 10: 30 → 14 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$417M |
| 2 |
State Street
Boston,
Massachusetts
|
+$184M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$138M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$136M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$661M |
| 2 |
JP Morgan Chase
New York
|
-$532M |
| 3 |
BlackRock
New York
|
-$350M |
| 4 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$212M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$186M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
701
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$2K | -12 | Closed |
|
|
COCM
702
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$2K | -10 | Closed |
|
703
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -7 | Closed |
|
|
MCM
704
Manchester Capital Management
Manchester,
Vermont
| – | -$1K | -3 | Closed |
|
|
TI
705
tru Independence
Portland,
Oregon
| – | -$1 | -3 | Closed |
|
ENPH Hedge Fund Activity: Q1 2021 in Review
631 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2021, worth a combined $14.8B — down 11% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new ENPH positions and 76 closed out — a net gain of 69 holders — while 248 added to existing stakes and 192 trimmed.
The largest buyer was Vanguard Group, adding an estimated $417M. The largest seller was Fidelity Investments, cutting an estimated $661M.
- 631 institutional investors held Enphase Energy (ENPH) as of Q1 2021, up from 568 in Q4 2020.
- Funds reported $14.8B of Enphase Energy stock for Q1 2021, down 11% quarter-over-quarter.
- 145 funds opened new Enphase Energy positions in Q1 2021 and 76 closed out, a net change of +69 holders.
- The largest Enphase Energy buyer in Q1 2021 was Vanguard Group, an estimated $417M added.
- The largest Enphase Energy seller in Q1 2021 was Fidelity Investments, an estimated $661M sold.
Based on aggregated 13F filings for Q1 2021.