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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
SIG
301
Sargent Investment Group
Maryland
– -$264K -3,400 Closed
AIM
302
Assured Investment Management
New York
– -$254K -3,276 Closed
GAM
303
Gotham Asset Management
New York
– -$240K -3,089 Closed
GCA
304
Gideon Capital Advisors
New York
– -$234K -3,013 Closed
SCM
305
Shelton Capital Management
Colorado
– -$231K -2,978 Closed
IFS
306
Ifrah Financial Services
Arkansas
– -$209K -2,697 Closed
Bessemer Group
307
Bessemer Group
New Jersey
– -$76K -977 Closed
JA
308
JOYN Advisors
Georgia
– -$55K -708 Closed
AIL
309
AGF Investments LLC
Ontario, Canada
– -$36K -470 Closed
AIC
310
Ameritas Investment Company
Nebraska
– -$23K -300 Closed
ER
311
Enlightenment Research
Florida
– -$23K -300 Closed
Macquarie Group
312
Macquarie Group
Australia
– -$23K -300 Closed
Simplex Trading
313
Simplex Trading
Illinois
– -$12.5K -165 Closed
QI
314
QS Investors
New York
– -$9K -105 Closed
MNBTD
315
Moody National Bank Trust Division
Texas
– -$6K -79 Closed
PWMG
316
Prestige Wealth Management Group
New Jersey
– -$2K -31 Closed
IA
317
IFP Advisors
Florida
– -$2K -28 Closed
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -25 Closed
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.