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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
BlackRock
1
BlackRock
New York
$3.03B +$8.96M +57,051 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.82B +$9.43M +60,024 +0.4%
State Street
3
State Street
Massachusetts
$1.05B -$2.41M -15,358 -0.3%
Allianz Asset Management
4
Allianz Asset Management
Germany
$693M +$309M +1,969,729 +135%
Invesco
5
Invesco
Georgia
$686M +$7.89M +50,235 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$528M +$16.4M +104,565 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$390M -$47.2M -300,363 -13%
Ameriprise
8
Ameriprise
Minnesota
$335M +$49.4M +314,227 +23%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$316M -$120M -762,959 -33%
Brown Advisory
10
Brown Advisory
Maryland
$304M +$44M +279,950 +23%
Northern Trust
11
Northern Trust
Illinois
$276M -$2.46M -15,644 -1%
First Trust Advisors
12
First Trust Advisors
Illinois
$250M -$1.73M -11,041 -0.9%
Swedbank
13
Swedbank
Sweden
$243M +$68.5M +435,979 +57%
Norges Bank
14
Norges Bank
Norway
$213M +$4.81M +30,631 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$199M -$405K -2,577 -0.3%
GGHC
16
Gilder Gagnon Howe & Co
New York
$198M -$31.9M -203,148 -17%
Legal & General Group
17
Legal & General Group
United Kingdom
$185M +$9.63M +61,264 +7%
PAMS
18
Pictet Asset Management (Switzerland)
Switzerland
$184M -$5.18M -32,988 -3%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$174M -$6.54M -41,651 -5%
ClearBridge Investments
20
ClearBridge Investments
New York
$162M +$58.3M +370,992 +86%
Bank of America
21
Bank of America
North Carolina
$146M -$14M -88,998 -11%
CS
22
Credit Suisse
Switzerland
$140M -$77.7M -494,195 -42%
American Century Companies
23
American Century Companies
Missouri
$139M +$22.5M +143,382 +26%
GIM
24
Granahan Investment Management
Massachusetts
$137M +$24.4M +155,195 +30%
Charles Schwab
25
Charles Schwab
California
$133M +$1.45M +9,245 +1%

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.