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EnerSys
ENS

279 hedge funds and large institutions have $2.67B invested in EnerSys in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 91

0.7% more ownership

Funds ownership: 95.84% → 96.54% (+0.7%)

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

1% less funds holding

Funds holding: 282 → 279 (-3)

16% less capital invested

Capital invested by funds: $3.19B → $2.67B (-$517M)

65% less call options, than puts

Call options by funds: $3.95M | Put options by funds: $11.4M

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
279
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
41
Increased
110
Reduced
91
Closed
41
Calls
$3.95M
Puts
$11.4M
Net Calls
-$7.43M
Net Calls Change
-$4.47M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
2
Principal Financial Group
Principal Financial Group
Iowa
+$27.7M
3
CVA
Ceredex Value Advisors
Florida
+$21.4M
4
CRCP
Copper Rock Capital Partners
Massachusetts
+$15.5M
5
GT
Glenmede Trust
Pennsylvania
+$11.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$74.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$28M
3
FCM
Frontier Capital Management
Massachusetts
-$19.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$17.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
251
Parallel Advisors
California
$7K – – –
LFA
252
Legacy Financial Advisors
Kentucky
$7K +$8.24K +109 New
QCG
253
Quadrant Capital Group
Ohio
$6K -$2.04K -27 -18%
WCM
254
WealthBridge Capital Management
Ohio
$6K -$453 -6 -6%
ASN
255
Advisory Services Network
Georgia
$4K -$1.97K -26 -30%
CAL
256
Capital Advisors Ltd
Ohio
$4K – – –
CFA
257
Carroll Financial Associates
North Carolina
$4K – – –
GAM
258
Gemmer Asset Management
California
$4K – – –
S
259
SignatureFD
Georgia
$4K – – –
PFO
260
Pathstone Family Office
New Jersey
$4K +$2.19K +29 +91%
OWA
261
One Wealth Advisors
California
$4K +$4.16K +55 New
PFSC
262
Peoples Financial Services Corp
Pennsylvania
$3K – – –
ST
263
Smithfield Trust
Pennsylvania
$3K – – –
CBT
264
Capital Bank & Trust
California
$3K +$3.25K +43 New
RCAG
265
Rehmann Capital Advisory Group
Michigan
$2.21K – – –
VFA
266
Valeo Financial Advisors
Indiana
$2K -$2.57K -34 -56%
VCM
267
Versant Capital Management
Arizona
$2K -$831 -11 -19%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$2K +$831 +11 +110%
CFA
269
Camarda Financial Advisors
Florida
$2K +$2.87K +38 New
ZB
270
Zions Bancorporation
Utah
$1K -$22.1K -293 -95%
HR
271
Howe & Rusling
New York
$1K -$907 -12 -50%
CAW
272
Cornerstone Advisors (Washington)
Washington
$1K – – –
OFW
273
Omnia Family Wealth
Florida
$1K – – –
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$1K +$756 +10 New
FGAM
275
Financial Gravity Asset Management
Texas
$1K +$831 +11 New
9 10
11
12 13

ENS Hedge Fund Activity: Q1 2019 in Review

279 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2019, worth a combined $2.67B — down 16% from $3.19B a quarter earlier.

Fund positioning in ENS was balanced in Q1 2019: 41 funds opened new positions, 41 closed out, 110 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $87.9M. The largest seller was Boston Partners, cutting an estimated $74.7M.

  • 279 institutional investors held EnerSys (ENS) as of Q1 2019, down from 282 in Q4 2018.
  • Funds reported $2.67B of EnerSys stock for Q1 2019, down 16% quarter-over-quarter.
  • 41 funds opened new EnerSys positions in Q1 2019 and 41 closed out, a net change of 0 holders.
  • The largest EnerSys buyer in Q1 2019 was Wellington Management Group, an estimated $87.9M added.
  • The largest EnerSys seller in Q1 2019 was Boston Partners, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2019.