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Enphase Energy

713 hedge funds and large institutions have $11.1B invested in Enphase Energy in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 283 increasing their positions, 234 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 234

7.88% more ownership

Funds ownership: 73.88%81.76% (+7.9%)

2% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 92

4% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.06B

1% less funds holding

Funds holding: 722713 (-9)

9% less capital invested

Capital invested by funds: $12.1B → $11.1B (-$1.07B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
713
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
10.3%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
94
Increased
283
Reduced
234
Closed
92
Calls
$1.02B
Puts
$1.06B
Net Calls
-$37.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B +$59.7M +512,550 +3%
BlackRock
2
BlackRock
New York
$1.53B +$38.3M +328,585 +2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$627M +$268M +2,304,408 +58%
State Street
4
State Street
Massachusetts
$588M +$3.76M +32,299 +0.6%
Swedbank
5
Swedbank
Sweden
$344M +$402M +3,451,585 New
Wellington Management Group
6
Wellington Management Group
Massachusetts
$337M +$157M +1,343,934 +66%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$335M +$16.7M +143,504 +4%
Invesco
8
Invesco
Georgia
$286M -$88.1M -756,371 -21%
Goldman Sachs
9
Goldman Sachs
New York
$222M +$18M +154,924 +7%
UBS AM
10
UBS AM
Illinois
$220M +$143M +1,230,717 +126%
Morgan Stanley
11
Morgan Stanley
New York
$176M +$8.12M +69,678 +4%
Amundi
12
Amundi
France
$140M +$59.6M +512,060 +57%
Norges Bank
13
Norges Bank
Norway
$136M +$17.2M +147,917 +12%
Northern Trust
14
Northern Trust
Illinois
$131M +$658K +5,651 +0.4%
Legal & General Group
15
Legal & General Group
United Kingdom
$127M +$16.6M +142,846 +13%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$105M +$12.8M +110,276 +12%
First Trust Advisors
17
First Trust Advisors
Illinois
$102M +$20.4M +175,194 +21%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$97.8M +$21.1M +180,910 +23%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$95.9M +$13.8M +118,742 +14%
Coatue Management
20
Coatue Management
New York
$95.8M -$3.32M -28,500 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$91.3M -$28.2M -242,010 -21%
Mariner
22
Mariner
Kansas
$87.7M +$7.25M +62,213 +8%
Charles Schwab
23
Charles Schwab
California
$86.2M +$4.53M +38,911 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$83.7M -$1.11M -9,525 -1%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$82.4M +$14.4M +123,856 +18%

ENPH Hedge Fund Activity: Q2 2024 in Review

713 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q2 2024, worth a combined $11.1B — down 8.8% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ENPH positions and 92 closed out — a net gain of 2 holders — while 283 added to existing stakes and 234 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $402M. The largest seller was VOYA Investment Management, cutting an estimated $275M.

  • 713 institutional investors held Enphase Energy (ENPH) as of Q2 2024, down from 722 in Q1 2024.
  • Funds reported $11.1B of Enphase Energy stock for Q2 2024, down 8.8% quarter-over-quarter.
  • 94 funds opened new Enphase Energy positions in Q2 2024 and 92 closed out, a net change of +2 holders.
  • The largest Enphase Energy buyer in Q2 2024 was Swedbank, an estimated $402M added.
  • The largest Enphase Energy seller in Q2 2024 was VOYA Investment Management, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2024.