EnerSys
217 hedge funds and large institutions have $3.09B invested in EnerSys in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 17 closing their positions.
146% more call options, than puts
Call options by funds: $2.26M | Put options by funds: $918K
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
3% more funds holding
Funds holding: 211 → 217 (+6)
2.66% more ownership
Funds ownership: 106.12% → 108.78% (+2.7%)
4% more capital invested
Capital invested by funds: $2.97B → $3.09B (+$117M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
23% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.9M |
| 2 |
Bank of New York Mellon
New York
|
+$33.5M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$12.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.9M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$27.1M |
| 2 |
RA
Royce & Associates
New York
|
-$18.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$14.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$12.9M |
| 5 |
TA
Teachers Advisors
New York
|
-$9.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NV
226
Nair Vinay
| – | -$230K | -3,731 | Closed |
|
227
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$105K | -1,700 | Closed |
|
|
OSAM
228
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$23K | -380 | Closed |
|
|
AP
229
Advisors Preferred
Rockville,
Maryland
| – | -$14.8K | -239 | Closed |
|
230
Simplex Trading
Chicago,
Illinois
| – | -$13K | -208 | Closed |
|
|
NPC
231
National Planning Corporation
El Segundo,
California
| – | -$5.9K | -100 | Closed |
|
|
BRWA
232
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$5 | -83 | Closed |
|
233
Schroder Investment Management Group
London,
United Kingdom
| – | -$3K | -54 | Closed |
|
234
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -48 | Closed |
|
ENS Hedge Fund Activity: Q1 2015 in Review
217 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2015, worth a combined $3.09B — up 3.9% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ENS positions and 17 closed out — a net gain of 10 holders — while 71 added to existing stakes and 92 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $39.9M. The largest seller was Allianz Asset Management, cutting an estimated $27.1M.
- 217 institutional investors held EnerSys (ENS) as of Q1 2015, up from 211 in Q4 2014.
- Funds reported $3.09B of EnerSys stock for Q1 2015, up 3.9% quarter-over-quarter.
- 27 funds opened new EnerSys positions in Q1 2015 and 17 closed out, a net change of +10 holders.
- The largest EnerSys buyer in Q1 2015 was Fidelity Investments, an estimated $39.9M added.
- The largest EnerSys seller in Q1 2015 was Allianz Asset Management, an estimated $27.1M sold.
Based on aggregated 13F filings for Q1 2015.