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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$22.5M -$1.76M -23,269 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$20.9M -$1.24M -16,360 -5%
Allianz Asset Management
28
Allianz Asset Management
Germany
$20.9M +$8.5M +112,431 +54%
WRF
29
Waddell & Reed Financial
Kansas
$20.8M +$5.63M +74,445 +30%
SCM
30
Sterling Capital Management
North Carolina
$20.4M -$2.95M -39,000 -11%
Charles Schwab
31
Charles Schwab
California
$20.1M -$6.31M -83,515 -21%
CVA
32
Ceredex Value Advisors
Florida
$18.5M +$21.4M +283,859 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$17.8M -$14M -185,274 -40%
WCM
34
Wedge Capital Management
North Carolina
$17.5M +$1.06M +14,021 +5%
FCM
35
Frontier Capital Management
Massachusetts
$17.1M -$19.9M -263,632 -50%
KCM
36
Kennedy Capital Management
Missouri
$14.7M -$2.94M -38,869 -15%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$14.5M -$3.29M -43,549 -16%
Prudential Financial
38
Prudential Financial
New Jersey
$14.4M -$28M -371,180 -63%
Goldman Sachs
39
Goldman Sachs
New York
$14.3M +$2.65M +35,116 +19%
AAM
40
ACK Asset Management
Connecticut
$14.1M -$12.1M -160,000 -44%
Deutsche Bank
41
Deutsche Bank
Germany
$14M +$7.11M +94,070 +78%
EVM
42
Eaton Vance Management
Massachusetts
$13.6M +$1.03M +13,573 +7%
SBH
43
Segall Bryant & Hamill
Illinois
$13.3M +$9.63M +127,426 +165%
CRCP
44
Copper Rock Capital Partners
Massachusetts
$13.1M +$15.5M +205,240 New
RA
45
Royce & Associates
New York
$11.8M +$5.58M +73,818 +68%
WCM Investment Management
46
WCM Investment Management
California
$11.8M +$5.55M +73,435 +68%
Stifel Financial
47
Stifel Financial
Missouri
$9.92M +$11.1M +147,257 +3,303%
Ameriprise
48
Ameriprise
Minnesota
$9.75M -$1.51M -20,009 -12%
SC
49
Skylands Capital
Wisconsin
$9.59M +$8.08M +106,975 +266%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$9.51M +$262K +3,464 +2%
1
2
3 4 5

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.