Enphase Energy
ENPH
110 hedge funds and large institutions have $208M invested in Enphase Energy in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 58 increasing their positions, 27 reducing their positions, and 36 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 27
19% less funds holding
Funds holding: 136 → 110 (-26)
46% less capital invested
Capital invested by funds: $386M → $208M (-$179M)
51% less call options, than puts
Call options by funds: $540K | Put options by funds: $1.1M
72% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$11M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$4.25M |
| 3 |
RA
Royce & Associates
New York
|
+$2.42M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.18M |
| 5 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.4M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$5.26M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$4.92M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$4.2M |
| 5 |
Morgan Stanley
New York
|
-$3.99M |
ENPH Hedge Fund Activity: Q2 2015 in Review
110 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2015, worth a combined $208M — down 46% from $386M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of ENPH and 10 opened new positions — a net loss of 26 holders — while 27 trimmed existing stakes and 58 added.
The largest buyer was Robeco Schweiz, adding an estimated $11M. The largest seller was Fidelity Investments, exiting entirely with an estimated $14.4M sold.
- 110 institutional investors held Enphase Energy (ENPH) as of Q2 2015, down from 136 in Q1 2015.
- Funds reported $208M of Enphase Energy stock for Q2 2015, down 46% quarter-over-quarter.
- 10 funds opened new Enphase Energy positions in Q2 2015 and 36 closed out, a net change of -26 holders.
- The largest Enphase Energy buyer in Q2 2015 was Robeco Schweiz, an estimated $11M added.
- The largest Enphase Energy seller in Q2 2015 was Fidelity Investments, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2015.