Energizer
375 hedge funds and large institutions have $3.55B invested in Energizer in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 94 increasing their positions, 136 reducing their positions, and 34 closing their positions.
141% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 34
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more capital invested
Capital invested by funds: $2.92B → $3.55B (+$635M)
13% more funds holding
Funds holding: 331 → 375 (+44)
1.62% less ownership
Funds ownership: 101.6% → 99.98% (-1.6%)
31% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 136
38% less call options, than puts
Call options by funds: $7.8M | Put options by funds: $12.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$25.3M |
| 2 |
JP Morgan Chase
New York
|
+$22.2M |
| 3 |
FAM
Foundation Asset Management
White Plains,
New York
|
+$21.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$19.9M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$32.2M |
| 2 |
AC
Armistice Capital
New York
|
-$29.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$27M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$21.8M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$19.3M |
ENR Hedge Fund Activity: Q1 2018 in Review
375 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Energizer (ENR) for Q1 2018, worth a combined $3.55B — up 22% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new ENR positions and 34 closed out — a net gain of 48 holders — while 94 added to existing stakes and 136 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $25.3M. The largest seller was Neuberger Berman Group, cutting an estimated $32.2M.
- 375 institutional investors held Energizer (ENR) as of Q1 2018, up from 331 in Q4 2017.
- Funds reported $3.55B of Energizer stock for Q1 2018, up 22% quarter-over-quarter.
- 82 funds opened new Energizer positions in Q1 2018 and 34 closed out, a net change of +48 holders.
- The largest Energizer buyer in Q1 2018 was Principal Financial Group, an estimated $25.3M added.
- The largest Energizer seller in Q1 2018 was Neuberger Berman Group, an estimated $32.2M sold.
Based on aggregated 13F filings for Q1 2018.