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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
BlackRock
1
BlackRock
New York
$26.9M +$782K +154,094 +3%
ECP
2
Electron Capital Partners
New York
$23.4M +$14.9M +2,928,969 +146%
PWAM
3
Park West Asset Management
California
$21.2M +$3.6M +709,870 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.3M +$835K +164,423 +4%
TGM
5
Tenzing Global Management
California
$17.9M +$127K +25,000 +0.7%
GGHC
6
Gilder Gagnon Howe & Co
New York
$16.4M -$300K -59,040 -2%
GC
7
Greenvale Capital
United Kingdom
$13.5M +$14.4M +2,844,259 New
Invesco
8
Invesco
Georgia
$12.5M -$13.2M -2,605,883 -50%
State Street
9
State Street
Massachusetts
$7M +$502K +98,865 +7%
BTP
10
Bloom Tree Partners
New York
$6.75M
Northern Trust
11
Northern Trust
Illinois
$4.4M +$12.3K +2,423 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.24M +$405K +79,874 +10%
OWIM
13
Old West Investment Management
California
$3.85M -$178K -35,065 -4%
LM
14
Luminus Management
Texas
$3.19M +$3.43M +675,148 New
EAM
15
Erste Asset Management
Austria
$2.33M +$2.41M +475,000 New
MCM
16
Marathon Capital Management
Maryland
$2.09M +$46.8K +9,225 +2%
BCM
17
Bridgeway Capital Management
Texas
$2.09M -$738K -145,400 -25%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.01M
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.98M +$12.7K +2,500 +0.6%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.85M -$1.53M -302,022 -44%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.79M +$302K +59,534 +19%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.42M +$146K +28,754 +11%
SC
23
Sculptor Capital
New York
$1.32M +$76.1K +15,000 +6%
Deutsche Bank
24
Deutsche Bank
Germany
$1.15M +$226K +44,578 +23%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$984K +$545K +107,422 +107%

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.