Energizer
352 hedge funds and large institutions have $3.65B invested in Energizer in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 132 reducing their positions, and 57 closing their positions.
3% more capital invested
Capital invested by funds: $3.55B → $3.65B (+$91.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.96% less ownership
Funds ownership: 99.98% → 97.01% (-3%)
6% less funds holding
Funds holding: 375 → 352 (-23)
15% less call options, than puts
Call options by funds: $13.5M | Put options by funds: $15.9M
30% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 132
39% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.8M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$64.7M |
| 3 |
JP Morgan Chase
New York
|
+$49.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$25.3M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$81.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$81.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$23.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.8M |
| 5 |
Man Group
London,
United Kingdom
|
-$15.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFBTD
401
MB Financial Bank - Trust Department
Rosemont,
Illinois
| – | -$3K | -52 | Closed |
|
|
MAM
402
Meeder Asset Management
Dublin,
Ohio
| – | -$3K | -42 | Closed |
|
|
JFA
403
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -41 | Closed |
|
404
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -11 | Closed |
|
|
CF
405
Centaurus Financial
Anaheim,
California
| – | +$353 | +6 | New |
|
ENR Hedge Fund Activity: Q2 2018 in Review
352 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Energizer (ENR) for Q2 2018, worth a combined $3.65B — up 2.6% from $3.55B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of ENR and 35 opened new positions — a net loss of 22 holders — while 132 trimmed existing stakes and 93 added.
The largest buyer was Fidelity Investments, adding an estimated $67.8M. The largest seller was Neuberger Berman Group, cutting an estimated $81.6M.
- 352 institutional investors held Energizer (ENR) as of Q2 2018, down from 375 in Q1 2018.
- Funds reported $3.65B of Energizer stock for Q2 2018, up 2.6% quarter-over-quarter.
- 35 funds opened new Energizer positions in Q2 2018 and 57 closed out, a net change of -22 holders.
- The largest Energizer buyer in Q2 2018 was Fidelity Investments, an estimated $67.8M added.
- The largest Energizer seller in Q2 2018 was Neuberger Berman Group, an estimated $81.6M sold.
Based on aggregated 13F filings for Q2 2018.