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Enphase Energy
ENPH

63 hedge funds and large institutions have $106M invested in Enphase Energy in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $412K | Put options by funds: $71K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

15% more funds holding

Funds holding: 55 → 63 (+8)

19% less capital invested

Capital invested by funds: $131M → $106M (-$25.1M)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
17
Closed
7
Calls
$412K
Puts
$71K
Net Calls
+$341K
Net Calls Change
-$219K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.11M
2
HCS
Harvest Capital Strategies
California
+$879K
3
CS
Credit Suisse
Switzerland
+$801K
4
William Blair & Company
William Blair & Company
Illinois
+$735K
5
SIM
Spark Investment Management
New York
+$726K

Top Sellers

Rank Fund Capital Flow
1
DL
Delta Lloyd
Netherlands
-$2.12M
2
GC
Guggenheim Capital
Illinois
-$1.34M
3
Deutsche Bank
Deutsche Bank
Germany
-$827K
4
Bank of America
Bank of America
North Carolina
-$722K
5
GH
GAM Holding
Switzerland
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
51
Psagot Value Holdings
Israel
$51K -$9.07K -1,238 -13%
BWP
52
Baldwin Wealth Partners
Massachusetts
$49K – – –
BA
53
BlackRock Advisors
Delaware
$49K +$2.71K +370 +5%
U
54
UBS
Switzerland
$44K -$22.6K -3,083 -31%
Wells Fargo
55
Wells Fargo
California
$9K +$10.4K +1,415 New
NES
56
New England Securities
New York
$6K – – –
ST
57
Spot Trading
Illinois
$6K +$7.08K +967 New
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$5.54K +$6.39K +873 New
Teacher Retirement System of Texas
59
Teacher Retirement System of Texas
Texas
$3K +$3.99K +545 New
TRCT
60
Tower Research Capital (TRC)
New York
$2K -$33K -4,502 -94%
Barclays
61
Barclays
United Kingdom
$2K -$1.63K -222 -37%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1K – – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93 +$96.6K +13,198 +853%
GH
64
GAM Holding
Switzerland
– -$600K -73,700 Closed
AL
65
Airain Ltd
Guernsey
– -$110K -13,603 Closed
SCM
66
Seamans Capital Management
Massachusetts
– -$102K -12,500 Closed
ProShare Advisors
67
ProShare Advisors
Maryland
– -$82K -10,084 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$65K -7,936 Closed
Ameriprise
69
Ameriprise
Minnesota
– -$9K -1,065 Closed
RFC
70
Russell Frank Company
Washington
– -$1K -86 Closed
1 2
3

ENPH Hedge Fund Activity: Q4 2013 in Review

63 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2013, worth a combined $106M — down 19% from $131M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ENPH positions and 7 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Invesco, adding an estimated $2.11M. The largest seller was Delta Lloyd, cutting an estimated $2.12M.

  • 63 institutional investors held Enphase Energy (ENPH) as of Q4 2013, up from 55 in Q3 2013.
  • Funds reported $106M of Enphase Energy stock for Q4 2013, down 19% quarter-over-quarter.
  • 15 funds opened new Enphase Energy positions in Q4 2013 and 7 closed out, a net change of +8 holders.
  • The largest Enphase Energy buyer in Q4 2013 was Invesco, an estimated $2.11M added.
  • The largest Enphase Energy seller in Q4 2013 was Delta Lloyd, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2013.