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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
TCWA
701
Ten Capital Wealth Advisors
Washington
$22K +$17.3K +110 New
AWM
702
Accel Wealth Management
Iowa
$21K
GC
703
Gould Capital
Washington
$20K -$2.36K -15 -13%
HNWAG
704
High Net Worth Advisory Group
Florida
$20K
OLVIG
705
Oliver Lagore Vanvalin Investment Group
Michigan
$20K +$15.7K +100 New
TFS
706
TrustCore Financial Services
Tennessee
$20K +$15.7K +100 New
EARNEST Partners
707
EARNEST Partners
Georgia
$19K
GWS
708
Glassman Wealth Services
Virginia
$19K
RTC
709
Riverview Trust Company
Washington
$19K +$14.9K +95 New
UIA
710
Ulland Investment Advisors
Minnesota
$18K
GAM
711
Gemmer Asset Management
California
$18K +$629 +4 +5%
FAG
712
Fortitude Advisory Group
Washington
$17K
SBL
713
Sargent Bickham Lagudis
Colorado
$17K +$4.08K +26 +45%
BBHC
714
Brown Brothers Harriman & Co
New York
$15K -$15.7K -100 -57%
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$15K +$786 +5 +7%
ZB
716
Zions Bancorporation
Utah
$15K +$5.5K +35 +95%
EW
717
Evoke Wealth
California
$15K +$9.59K +61 +508%
Macquarie Group
718
Macquarie Group
Australia
$12.1K +$787K +5,009 +9%
CWP
719
Concord Wealth Partners
Virginia
$12K -$1.73K -11 -16%
AIP
720
Ahrens Investment Partners
Louisiana
$12K
CSB
721
City State Bank
Iowa
$12K
RA
722
Rational Advisors
New York
$12K +$9.11K +58 New
SSG
723
Summit Securities Group
New York
$11K +$8.64K +55 New
GWSG
724
GPS Wealth Strategies Group
Colorado
$10K
HI
725
Hudock Inc
Pennsylvania
$10K

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.