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.
160% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 25
13% more funds holding
Funds holding: 293 → 331 (+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: 2 → 2 (0)
51% less call options, than puts
Call options by funds: $11.4M | Put options by funds: $23.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$60.1M |
| 2 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$32.5M |
| 3 |
Millennium Management
New York
|
+$19.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$14.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$35M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$33.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$26.2M |
| 4 |
Two Sigma Advisers
New York
|
-$18.3M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
351
ClariVest Asset Management
San Diego,
California
| – | -$368 | -8 | -50% |
|
352
AssetMark Inc
Concord,
California
| – | +$230 | +5 | New |
|
|
GWS
353
Glassman Wealth Services
Vienna,
Virginia
| – | +$276 | +6 | New |
|
|
TG
354
TLP Group
Evanston,
Illinois
| – | +$276 | +6 | 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.