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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
BlackRock
1
BlackRock
New York
$340M +$11.8M +373,520 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$297M +$2.53M +79,940 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$187M -$30.4M -960,978 -14%
JP Morgan Chase
4
JP Morgan Chase
New York
$160M -$550K -17,369 -0.3%
CCP
5
Clarkston Capital Partners
Michigan
$131M -$523K -16,494 -0.4%
State Street
6
State Street
Massachusetts
$84M -$174K -5,506 -0.2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$51.9M -$12.3M -387,874 -19%
LSV Asset Management
8
LSV Asset Management
Illinois
$51.1M -$4.38M -138,246 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$46M +$2.34M +73,914 +5%
Morgan Stanley
10
Morgan Stanley
New York
$43.6M +$19.8M +624,016 +83%
GI
11
GAMCO Investors
Connecticut
$39.2M -$1.02M -32,170 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$32.6M +$1.25M +39,510 +4%
Principal Financial Group
13
Principal Financial Group
Iowa
$27.2M -$1.21M -38,093 -4%
Charles Schwab
14
Charles Schwab
California
$26.5M +$933K +29,452 +4%
Northern Trust
15
Northern Trust
Illinois
$24.2M -$96.1K -3,033 -0.4%
SC
16
Sasco Capital
Connecticut
$23.2M -$6.47M -204,280 -22%
Norges Bank
17
Norges Bank
Norway
$16.6M +$2M +63,161 +14%
Invesco
18
Invesco
Georgia
$15.3M +$3.32M +104,886 +28%
RJA
19
Raymond James & Associates
Florida
$15.1M -$821K -25,920 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$14.4M -$17.7M -557,573 -55%
GF
21
Gabelli Funds
New York
$12.2M +$265K +8,375 +2%
Bank of America
22
Bank of America
North Carolina
$10.5M -$87.6K -2,764 -0.8%
GT
23
Glenmede Trust
Pennsylvania
$10.3M -$288K -9,100 -3%
Millennium Management
24
Millennium Management
New York
$9.23M +$9.23M +291,460 New
CB
25
Commerce Bank
Missouri
$8.81M -$204K -6,429 -2%
1
2 3 4 5

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.