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Energizer

331 hedge funds and large institutions have $2.92B invested in Energizer in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 25

13% more funds holding

Funds holding: 293331 (+38)

5% more capital invested

Capital invested by funds: $2.77B → $2.92B (+$148M)

4.34% more ownership

Funds ownership: 97.26%101.6% (+4.3%)

3% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

51% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $23.6M

Holders
331
Holders Change
+38
Holders Change %
+12.97%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
105
Reduced
102
Closed
25
Calls
$11.4M
Puts
$23.6M
Net Calls
-$12.1M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Covington Capital Management
California
$36K +$11.3K +245 +49%
SNT
277
Security National Trust
West Virginia
$35K
OIA
278
OneDigital Investment Advisors
Kansas
$34K
YWP
279
YorkBridge Wealth Partners
New York
$34K
HR
280
Howe & Rusling
New York
$29K
PMFA
281
Plante Moran Financial Advisors
Michigan
$27K +$26.1K +567 New
MMG
282
Monetary Management Group
Missouri
$24K
PA
283
Parallel Advisors
California
$24K
PCM
284
Penserra Capital Management
California
$24K +$23.7K +516 New
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$22K +$9.19K +200 +77%
LA
286
Legacy Advisors
Pennsylvania
$20K
TCM
287
Tradewinds Capital Management
Washington
$20K
RWA
288
Ropes Wealth Advisors
Massachusetts
$19K
GFP
289
Gryphon Financial Partners
Ohio
$19K +$18.4K +401 New
ASN
290
Advisory Services Network
Georgia
$17K +$12.9K +280 +418%
SPIA
291
Steward Partners Investment Advisory
New York
$16K -$3.95K -86 -20%
FANJ
292
Financial Architects (New Jersey)
New Jersey
$16K
NSIM
293
North Star Investment Management
Illinois
$14K -$26.3K -573 -66%
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$14K
PCP
295
Proficio Capital Partners
Massachusetts
$14K +$5.29K +115 +66%
TC
296
Trust Company
Kansas
$13K
SJIM
297
St. Johns Investment Management
Florida
$10K
RFA
298
Reilly Financial Advisors
California
$10K +$46 +1 +0.5%
WCBA
299
Weaver C. Barksdale & Associates
Tennessee
$10K +$368 +8 +4%
PGWM
300
Parisi Gray Wealth Management
New Jersey
$10K +$9.19K +200 New

ENR Hedge Fund Activity: Q4 2017 in Review

331 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Energizer (ENR) for Q4 2017, worth a combined $2.92B — up 5.3% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ENR positions and 25 closed out — a net gain of 40 holders — while 105 added to existing stakes and 102 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $60.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $35M sold.

  • 331 institutional investors held Energizer (ENR) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $2.92B of Energizer stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 65 funds opened new Energizer positions in Q4 2017 and 25 closed out, a net change of +40 holders.
  • The largest Energizer buyer in Q4 2017 was LSV Asset Management, an estimated $60.1M added.
  • The largest Energizer seller in Q4 2017 was Adage Capital Partners, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2017.