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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
JWM
726
Janiczek Wealth Management
Colorado
$10K
FF
727
FourThought Financial
Florida
$10K +$2.83K +18 +53%
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$10K +$3.46K +22 +76%
TFO
729
Tarbox Family Office
California
$9K -$6.29K -40 -47%
DC
730
DeDora Capital
California
$9K +$7.38K +47 New
CB
731
CNB Bank
Pennsylvania
$8K
VNA
732
Valley National Advisers
Pennsylvania
$8K +$2.83K +18 +90%
SWA
733
Sutton Wealth Advisors
Florida
$7.26K +$2.51K +16 +80%
CWM
734
Curi Wealth Management
North Carolina
$7K
PCH
735
Polar Capital Holdings
United Kingdom
$6.93K +$4.72M +30,050 +702%
CQS
736
Credential Qtrade Securities
$6.05K +$4.71K +30 New
JWA
737
JFS Wealth Advisors
Pennsylvania
$6K +$3.14K +20 +222%
EWA
738
EverSource Wealth Advisors
Alabama
$5K -$7.07K -45 -64%
FA
739
Fortis Advisors
Pennsylvania
$5K
SCA
740
Stonebridge Capital Advisors
Minnesota
$5K
AA
741
Ancora Advisors
Ohio
$5K +$3.93K +25 New
MA
742
Montag & Associates
Georgia
$5K +$3.93K +25 New
CAC
743
Core Alternative Capital
Georgia
$5K +$4.24K +27 New
LF
744
Lee Financial
Texas
$4K -$786 -5 -21%
PCA
745
Providence Capital Advisors
North Carolina
$4K +$2.83K +18 New
AWM
746
Avondale Wealth Management
Texas
$4K +$3.14K +20 New
LWANC
747
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$23.6K -150 -91%
STCOSD
748
Sageworth Trust Company of South Dakota
South Dakota
$3K -$13K -83 -84%
SIC
749
Salem Investment Counselors
North Carolina
$3K
AIM
750
Anchor Investment Management
South Carolina
$2.02K

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.