Energizer
275 hedge funds and large institutions have $1.96B invested in Energizer in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 36 closing their positions.
22% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 36
2% more funds holding
Funds holding: 270 → 275 (+5)
4% less capital invested
Capital invested by funds: $2.04B → $1.96B (-$82.3M)
2.9% less ownership
Funds ownership: 89.12% → 86.23% (-2.9%)
27% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 102
42% less call options, than puts
Call options by funds: $3.91M | Put options by funds: $6.75M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.8M |
| 2 |
BlackRock
New York
|
+$11.8M |
| 3 |
Millennium Management
New York
|
+$9.23M |
| 4 |
TC
TwinBeech Capital
Purchase,
New York
|
+$6.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$6.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.4M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$17.7M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$14.3M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
301
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$7K | -217 | Closed |
|
|
BOC
302
Bull Oak Capital
San Diego,
California
| – | -$3.94K | -123 | Closed |
|
|
IPW
303
Impact Partnership Wealth
Marietta,
Georgia
| – | -$3.88K | -121 | Closed |
|
|
AAG
304
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$2.82K | -88 | Closed |
|
305
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -58 | Closed |
|
|
CA
306
Clearstead Advisors
Cleveland,
Ohio
| – | -$1.86K | -58 | Closed |
|
|
WWP
307
WR Wealth Planners
Columbia,
Missouri
| – | -$1.45K | -45 | Closed |
|
308
EARNEST Partners
Atlanta,
Georgia
| – | -$1.06K | -33 | Closed |
|
|
BAAM
309
Baker Avenue Asset Management
San Francisco,
California
| – | -$224 | -7 | Closed |
|
|
SN
310
Sittner & Nelson
Eugene,
Oregon
| – | -$64 | -2 | Closed |
|
ENR Hedge Fund Activity: Q4 2023 in Review
275 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Energizer (ENR) for Q4 2023, worth a combined $1.96B — down 4% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ENR positions and 36 closed out — a net gain of 8 holders — while 74 added to existing stakes and 102 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.8M. The largest seller was Fidelity Investments, cutting an estimated $30.4M.
- 275 institutional investors held Energizer (ENR) as of Q4 2023, up from 270 in Q3 2023.
- Funds reported $1.96B of Energizer stock for Q4 2023, down 4% quarter-over-quarter.
- 44 funds opened new Energizer positions in Q4 2023 and 36 closed out, a net change of +8 holders.
- The largest Energizer buyer in Q4 2023 was Morgan Stanley, an estimated $19.8M added.
- The largest Energizer seller in Q4 2023 was Fidelity Investments, an estimated $30.4M sold.
Based on aggregated 13F filings for Q4 2023.