Enphase Energy
ENPH
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.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+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: 96 → 96 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Electron Capital Partners
New York
|
+$14.9M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$3.6M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$3.43M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$854K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$835K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13.2M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.53M |
| 3 |
Millennium Management
New York
|
-$1.13M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$881K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$856K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECP
101
Empyrean Capital Partners
Los Angeles,
California
| – | -$146K | -30,000 | Closed |
|
|
BA
102
Bristol Advisors
Conshohocken,
Pennsylvania
| – | -$121K | -25,000 | Closed |
|
103
Arrowstreet Capital
Boston,
Massachusetts
| – | -$78K | -16,000 | Closed |
|
|
WCWM
104
Willow Creek Wealth Management
Sebastopol,
California
| – | -$76K | -15,583 | Closed |
|
105
Jane Street
New York
| – | -$68K | -14,018 | Closed |
|
|
BCM
106
BlueCrest Capital Management
St Helier,
Jersey
| – | -$61K | -12,597 | Closed |
|
107
ProShare Advisors
Bethesda,
Maryland
| – | -$51K | -10,584 | Closed |
|
|
WPC
108
White Pine Capital
Bloomington,
Minnesota
| – | -$51K | -10,500 | Closed |
|
109
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$41K | -8,500 | Closed |
|
|
CM
110
Caption Management
Oklahoma City,
Oklahoma
| – | -$34K | -7,000 | Closed |
|
|
QT
111
Quantbot Technologies
New York
| – | -$29K | -6,149 | Closed |
|
|
AIC
112
Archer Investment Corporation
Carmel,
Indiana
| – | +$508 | +100 | New |
|
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.