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Enphase Energy

863 hedge funds and large institutions have $17B invested in Enphase Energy in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 362 increasing their positions, 296 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 296

0.59% less ownership

Funds ownership: 74.58%73.98% (-0.59%)

6% less funds holding

Funds holding: 914863 (-51)

16% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.46B

19% less capital invested

Capital invested by funds: $20.9B → $17B (-$3.93B)

30% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 155

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
863
Holders Change
-51
Holders Change %
-5.58%
% of All Funds
13.55%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.2%
New
108
Increased
362
Reduced
296
Closed
155
Calls
$1.23B
Puts
$1.46B
Net Calls
-$234M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.68B +$29.1M +162,694 +1%
BlackRock
2
BlackRock
New York
$2.38B -$121M -677,909 -5%
State Street
3
State Street
Massachusetts
$925M +$29.4M +164,530 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$734M +$225M +1,257,441 +40%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$501M +$18.2M +102,091 +4%
Invesco
6
Invesco
Georgia
$450M +$55.6M +311,327 +13%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$428M +$43.3M +242,138 +10%
Swedbank
8
Swedbank
Sweden
$410M +$248M +1,387,718 +131%
Goldman Sachs
9
Goldman Sachs
New York
$364M +$178M +996,107 +85%
Norges Bank
10
Norges Bank
Norway
$217M -$2.32M -12,999 -1%
Northern Trust
11
Northern Trust
Illinois
$213M -$1.52M -8,512 -0.7%
Morgan Stanley
12
Morgan Stanley
New York
$211M -$13.9M -77,669 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$186M -$7.64M -42,760 -4%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$182M +$35M +195,690 +22%
Legal & General Group
15
Legal & General Group
United Kingdom
$180M +$22.3M +124,961 +13%
First Trust Advisors
16
First Trust Advisors
Illinois
$173M +$11.4M +63,926 +7%
UBS AM
17
UBS AM
Illinois
$146M
Amundi
18
Amundi
France
$146M +$17.4M +97,418 +13%
Charles Schwab
19
Charles Schwab
California
$124M +$3.54M +19,826 +3%
Capital International Investors
20
Capital International Investors
California
$121M +$30.5M +170,695 +31%
CS
21
Credit Suisse
Switzerland
$107M +$28.5M +159,607 +33%
Coatue Management
22
Coatue Management
New York
$103M -$18.2M -102,091 -14%
Barclays
23
Barclays
United Kingdom
$102M +$49.1M +274,637 +82%
Mariner
24
Mariner
Kansas
$102M +$68.5M +383,412 +171%
GC
25
Greenvale Capital
United Kingdom
$100M +$107M +600,000 New

ENPH Hedge Fund Activity: Q2 2023 in Review

863 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2023, worth a combined $17B — down 19% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of ENPH and 108 opened new positions — a net loss of 47 holders — while 296 trimmed existing stakes and 362 added.

The largest buyer was Swedbank, adding an estimated $248M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $186M sold.

  • 863 institutional investors held Enphase Energy (ENPH) as of Q2 2023, down from 914 in Q1 2023.
  • Funds reported $17B of Enphase Energy stock for Q2 2023, down 19% quarter-over-quarter.
  • 108 funds opened new Enphase Energy positions in Q2 2023 and 155 closed out, a net change of -47 holders.
  • The largest Enphase Energy buyer in Q2 2023 was Swedbank, an estimated $248M added.
  • The largest Enphase Energy seller in Q2 2023 was Arrowstreet Capital, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2023.