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Enphase Energy
ENPH

106 hedge funds and large institutions have $254M invested in Enphase Energy in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

91% more capital invested

Capital invested by funds: $133M → $254M (+$121M)

38% more funds holding

Funds holding: 77 → 106 (+29)

25% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $6.02M

8.61% more ownership

Funds ownership: 30.34% → 38.95% (+8.6%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
106
Holders Change
+29
Holders Change %
+37.66%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
23
Reduced
22
Closed
22
Calls
$7.55M
Puts
$6.02M
Net Calls
+$1.53M
Net Calls Change
+$2.83M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.9M
2
Invesco
Invesco
Georgia
+$15.2M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$7.75M
4
State Street
State Street
Massachusetts
+$6.51M
5
PWAM
Park West Asset Management
California
+$5.69M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$15.6M
2
TGM
Tenzing Global Management
California
-$4.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.23M
4
OWIM
Old West Investment Management
California
-$2.87M
5
NC
Northpointe Capital
Michigan
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
51
BDO Wealth Advisors
Florida
$337K +$259K +50,000 New
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$326K +$57.9K +11,201 +30%
BFM
53
Boothbay Fund Management
New York
$317K -$12.2K -2,357 -5%
Bank of America
54
Bank of America
North Carolina
$296K -$21.9K -4,232 -9%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$287K +$220K +42,596 New
MIM
56
MetLife Investment Management
New Jersey
$286K +$220K +42,528 New
QC
57
Quadrature Capital
United Kingdom
$270K +$207K +40,088 New
USAA
58
United Services Automobile Association
Texas
$267K +$205K +39,730 New
Two Sigma Investments
59
Two Sigma Investments
New York
$252K -$276K -53,442 -59%
TI
60
Trexquant Investment
Connecticut
$236K +$182K +35,129 New
EGM
61
Engineers Gate Manager
New York
$227K +$174K +33,678 New
VOYA Investment Management
62
VOYA Investment Management
Georgia
$225K +$173K +33,377 New
GIM
63
Granahan Investment Management
Massachusetts
$215K +$165K +31,882 New
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$202K +$155K +30,033 New
BA
65
Bristol Advisors
Pennsylvania
$202K +$155K +30,000 New
SPM
66
Symmetry Peak Management
Pennsylvania
$202K +$155K +30,000 New
PG
67
PEAK6 Group
Illinois
$193K +$148K +28,622 New
CS
68
Credit Suisse
Switzerland
$168K +$129K +24,934 New
HCM
69
Highbridge Capital Management
New York
$166K +$55.4K +10,711 +77%
WPC
70
White Pine Capital
Minnesota
$141K – – –
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$133K +$28.4K +5,500 +39%
QT
72
Quantbot Technologies
New York
$132K +$102K +19,684 New
Citigroup
73
Citigroup
New York
$130K +$89.6K +17,328 +866%
EMG
74
Ellington Management Group
Connecticut
$125K -$503K -97,200 -84%
SG Americas Securities
75
SG Americas Securities
New York
$121K +$93.2K +18,019 New
1 2
3
4 5

ENPH Hedge Fund Activity: Q2 2018 in Review

106 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2018, worth a combined $254M — up 91% from $133M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ENPH positions and 22 closed out — a net gain of 29 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $15.6M sold.

  • 106 institutional investors held Enphase Energy (ENPH) as of Q2 2018, up from 77 in Q1 2018.
  • Funds reported $254M of Enphase Energy stock for Q2 2018, up 91% quarter-over-quarter.
  • 51 funds opened new Enphase Energy positions in Q2 2018 and 22 closed out, a net change of +29 holders.
  • The largest Enphase Energy buyer in Q2 2018 was BlackRock, an estimated $24.9M added.
  • The largest Enphase Energy seller in Q2 2018 was Guggenheim Capital, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2018.