Energizer
328 hedge funds and large institutions have $2.5B invested in Energizer in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 112 reducing their positions, and 75 closing their positions.
139% more call options, than puts
Call options by funds: $18.8M | Put options by funds: $7.89M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.82% less ownership
Funds ownership: 93.43% → 92.61% (-0.82%)
4% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 112
10% less funds holding
Funds holding: 364 → 328 (-36)
23% less capital invested
Capital invested by funds: $3.27B → $2.5B (-$769M)
47% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
+$56.7M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$51.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.8M |
| 4 |
SFM
Soros Fund Management
New York
|
+$27.4M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$52.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$33.7M |
| 3 |
JP Morgan Chase
New York
|
-$21.5M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$21.5M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$21.4M |
ENR Hedge Fund Activity: Q4 2018 in Review
328 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Energizer (ENR) for Q4 2018, worth a combined $2.5B — down 23% from $3.27B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of ENR and 40 opened new positions — a net loss of 35 holders — while 112 trimmed existing stakes and 108 added.
The largest buyer was Armistice Capital, opening a new position worth an estimated $56.7M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $52.3M sold.
- 328 institutional investors held Energizer (ENR) as of Q4 2018, down from 364 in Q3 2018.
- Funds reported $2.5B of Energizer stock for Q4 2018, down 23% quarter-over-quarter.
- 40 funds opened new Energizer positions in Q4 2018 and 75 closed out, a net change of -35 holders.
- The largest Energizer buyer in Q4 2018 was Armistice Capital, an estimated $56.7M added.
- The largest Energizer seller in Q4 2018 was Scopus Asset Management, an estimated $52.3M sold.
Based on aggregated 13F filings for Q4 2018.