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Energizer

284 hedge funds and large institutions have $1.93B invested in Energizer in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

0.51% more ownership

Funds ownership: 91.36%91.87% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $2.16M

3% less funds holding

Funds holding: 292284 (-8)

12% less capital invested

Capital invested by funds: $2.2B → $1.93B (-$265M)

13% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 53

Holders
284
Holders Change
-8
Holders Change %
-2.74%
% of All Funds
7.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
100
Reduced
85
Closed
53
Calls
$1.98M
Puts
$2.16M
Net Calls
-$182K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$174M -$18.8M -492,096 -9%
LCOV
2
London Company of Virginia
Virginia
$148M +$14.2M +372,457 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M +$4.39M +114,789 +3%
BIT
4
BlackRock Institutional Trust
California
$74.2M -$16.5M -431,762 -17%
BFA
5
BlackRock Fund Advisors
California
$72.6M +$3.55M +93,016 +5%
WHG
6
Westwood Holdings Group
Texas
$68.5M +$43.2M +1,130,745 +128%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$62.1M +$40.4M +1,057,057 +138%
VFA
8
Virtus Fund Advisers
Connecticut
$58.2M +$3.24M +84,681 +5%
State Street
9
State Street
Massachusetts
$56.2M -$677K -17,721 -1%
GI
10
GAMCO Investors
Connecticut
$45.4M +$502K +13,136 +1%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$43.7M +$37.8M +990,323 +339%
Citadel Advisors
12
Citadel Advisors
Florida
$40.9M +$4.35M +113,894 +10%
Franklin Resources
13
Franklin Resources
California
$33.2M -$2.46M -64,354 -6%
Bank of America
14
Bank of America
North Carolina
$32.5M -$24.8M -649,347 -40%
JHIU
15
Janus Henderson Investors US
Colorado
$30.1M +$11.4M +298,547 +51%
CI
16
Cambiar Investors
Colorado
$29.8M -$2.02M -52,790 -6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$28.9M -$806K -21,098 -2%
GF
18
Gabelli Funds
New York
$28.2M -$38.2K -1,000 -0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26M +$4.92M +128,743 +20%
Norges Bank
20
Norges Bank
Norway
$25.7M +$2.23M +58,230 +8%
Allianz Asset Management
21
Allianz Asset Management
Germany
$25M -$1.99M -52,100 -7%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$23.6M +$26.5M +692,831 New
Nordea Investment Management
23
Nordea Investment Management
Sweden
$20M -$323K -8,446 -1%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$19.4M -$764K -20,000 -3%
APG Asset Management
25
APG Asset Management
Netherlands
$19.3M +$6.27M +164,027 +41%

ENR Hedge Fund Activity: Q4 2015 in Review

284 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Energizer (ENR) for Q4 2015, worth a combined $1.93B — down 12% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ENR and 46 opened new positions — a net loss of 7 holders — while 85 trimmed existing stakes and 100 added.

The largest buyer was Westwood Holdings Group, adding an estimated $43.2M. The largest seller was Mason Capital Management, exiting entirely with an estimated $93.1M sold.

  • 284 institutional investors held Energizer (ENR) as of Q4 2015, down from 292 in Q3 2015.
  • Funds reported $1.93B of Energizer stock for Q4 2015, down 12% quarter-over-quarter.
  • 46 funds opened new Energizer positions in Q4 2015 and 53 closed out, a net change of -7 holders.
  • The largest Energizer buyer in Q4 2015 was Westwood Holdings Group, an estimated $43.2M added.
  • The largest Energizer seller in Q4 2015 was Mason Capital Management, an estimated $93.1M sold.

Based on aggregated 13F filings for Q4 2015.