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Enphase Energy

96 hedge funds and large institutions have $219M invested in Enphase Energy in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

72% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $3.49M

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $201M → $219M (+$18.3M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.78% more ownership

Funds ownership: 42.69%43.47% (+0.78%)

0% more funds holding

Funds holding: 9696 (0)

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
19
Increased
35
Reduced
27
Closed
18
Calls
$5.99M
Puts
$3.49M
Net Calls
+$2.5M
Net Calls Change
+$870K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$60K +$12.7K +2,500 +25%
Wolverine Trading
77
Wolverine Trading
Illinois
$57K +$60.2K +11,864 New
Millennium Management
78
Millennium Management
New York
$56K -$1.13M -223,476 -95%
AB
79
Amalgamated Bank
New York
$56K
Brown Advisory
80
Brown Advisory
Maryland
$56K
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$53K -$18.8K -3,700 -25%
Principal Financial Group
82
Principal Financial Group
Iowa
$49K -$3.49K -687 -6%
WIM
83
Westside Investment Management
California
$42.5K +$10.1K +1,986 +28%
CIAS
84
Capital Investment Advisory Services
North Carolina
$38K +$40.6K +8,000 New
AIP
85
Ameritas Investment Partners
Nebraska
$31K
PVH
86
Psagot Value Holdings
Israel
$29K -$11.1K -2,188 -27%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$17K -$10.8K -2,129 -37%
Barclays
88
Barclays
United Kingdom
$16K -$361K -71,075 -95%
AG
89
Advisor Group
Arizona
$9K
ER
90
Enlightenment Research
Florida
$7K +$7.11K +1,400 New
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$5K -$898 -177 -15%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$4K
TRCT
93
Tower Research Capital (TRC)
New York
$2K -$9.41K -1,855 -80%
TWA
94
TCI Wealth Advisors
Arizona
$1K +$675 +133 New
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$567K -116,875 Closed
BGDI
96
BW Gestao de Investimentos
Brazil
-$499K -102,800 Closed
Wellington Management Group
97
Wellington Management Group
Massachusetts
-$417K -85,981 Closed
BWA
98
BDO Wealth Advisors
Florida
-$243K -50,000 Closed
AIM
99
Assured Investment Management
New York
-$190K -39,073 Closed
PI
100
PEAK6 Investments
Illinois
-$160K -33,055 Closed

ENPH Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q4 2018, worth a combined $219M — up 9.1% from $201M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ENPH positions and 18 closed out — a net gain of 1 holder — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Electron Capital Partners, adding an estimated $14.9M. The largest seller was Invesco, cutting an estimated $13.2M.

  • 96 institutional investors held Enphase Energy (ENPH) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $219M of Enphase Energy stock for Q4 2018, up 9.1% quarter-over-quarter.
  • 19 funds opened new Enphase Energy positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest Enphase Energy buyer in Q4 2018 was Electron Capital Partners, an estimated $14.9M added.
  • The largest Enphase Energy seller in Q4 2018 was Invesco, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2018.