EnerSys
286 hedge funds and large institutions have $3.39B invested in EnerSys in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 19 closing their positions.
186% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $738K
111% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 19
24% more capital invested
Capital invested by funds: $2.74B → $3.39B (+$647M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 269 → 286 (+17)
2% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 97
0.52% more ownership
Funds ownership: 94.92% → 95.43% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$21.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.9M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$13.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.1M |
| 5 |
CSCSIM
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
|
+$9.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$33.5M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$17.4M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$12.3M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$7.81M |
| 5 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$5.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
301
Shell Asset Management
The Hague,
Netherlands
| – | -$191K | -2,588 | Closed |
|
302
Rockefeller Capital Management
New York
| – | -$16K | -228 | Closed |
|
|
CS
303
Comerica Securities
Detroit,
Michigan
| – | -$11K | -149 | Closed |
|
|
OWA
304
One Wealth Advisors
San Francisco,
California
| – | -$11K | -149 | Closed |
|
305
Amundi
Paris,
France
| – | -$1.34K | -17 | Closed |
|
|
SWA
306
Sutton Wealth Advisors
Tampa,
Florida
| – | -$443 | -6 | Closed |
|
ENS Hedge Fund Activity: Q1 2023 in Review
286 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2023, worth a combined $3.39B — up 24% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ENS positions and 19 closed out — a net gain of 21 holders — while 99 added to existing stakes and 97 trimmed.
The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $21.4M. The largest seller was Boston Partners, cutting an estimated $33.5M.
- 286 institutional investors held EnerSys (ENS) as of Q1 2023, up from 269 in Q4 2022.
- Funds reported $3.39B of EnerSys stock for Q1 2023, up 24% quarter-over-quarter.
- 40 funds opened new EnerSys positions in Q1 2023 and 19 closed out, a net change of +21 holders.
- The largest EnerSys buyer in Q1 2023 was Cramer Rosenthal McGlynn, an estimated $21.4M added.
- The largest EnerSys seller in Q1 2023 was Boston Partners, an estimated $33.5M sold.
Based on aggregated 13F filings for Q1 2023.