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Energizer
ENR

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
275
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
74
Reduced
102
Closed
36
Calls
$3.91M
Puts
$6.75M
Net Calls
-$2.84M
Net Calls Change
-$13.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.8M
2
BlackRock
BlackRock
New York
+$11.8M
3
Millennium Management
Millennium Management
New York
+$9.23M
4
TC
TwinBeech Capital
New York
+$6.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$6.11M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$17.7M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$14.3M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$12.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$8.61M -$4.11M -129,799 -32%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$8.38M +$301K +9,500 +4%
Ameriprise
28
Ameriprise
Minnesota
$8.31M -$239K -7,540 -3%
SAM
29
Storebrand Asset Management
Norway
$6.79M -$20K -630 -0.3%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$6.7M +$931K +29,383 +16%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$6.68M -$115K -3,620 -2%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$6.65M -$11.5M -363,236 -63%
MGIM
33
M&G Investment Management
United Kingdom
$6.6M -$1.72M -54,169 -21%
Mariner
34
Mariner
Kansas
$6.49M +$1.24M +38,989 +23%
CSIC
35
Clifford Swan Investment Counsel
California
$6.43M -$9.5K -300 -0.1%
TC
36
TwinBeech Capital
New York
$6.4M +$6.4M +202,064 New
Marshall Wace
37
Marshall Wace
United Kingdom
$6.11M +$6.11M +192,899 New
Legal & General Group
38
Legal & General Group
United Kingdom
$6.01M -$44.5K -1,406 -0.7%
N
39
Nuveen
North Carolina
$5.84M -$857K -27,066 -13%
TI
40
tru Independence
Oregon
$5.55M -$90.1K -2,843 -2%
Wells Fargo
41
Wells Fargo
California
$5.15M -$219K -6,910 -4%
AQR Capital Management
42
AQR Capital Management
Connecticut
$5.05M -$14.3M -452,543 -74%
Verition Fund Management
43
Verition Fund Management
Connecticut
$5.04M +$3.35M +105,622 +197%
UBS Group
44
UBS Group
Switzerland
$4.7M +$1.74M +54,867 +59%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.37M +$1.77M +55,793 +68%
Axa
46
Axa
France
$4.36M +$105K +3,300 +2%
Barclays
47
Barclays
United Kingdom
$4.29M +$2.54M +80,226 +145%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.24M -$488K -15,400 -10%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.97M -$693K -21,860 -15%
TI
50
Trexquant Investment
Connecticut
$3.73M +$2.35M +74,199 +170%
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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.