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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
VLKIM
51
Van Lanschot Kempen Investment Management
Netherlands
$9.33M +$3.67M +48,607 +51%
RCAMU
52
Rothschild & Co Asset Management US
Connecticut
$9.22M +$869K +11,496 +9%
JP Morgan Chase
53
JP Morgan Chase
New York
$8.54M -$11.2M -147,801 -53%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$8.46M -$813K -10,759 -8%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$8.38M +$2.16M +28,600 +29%
CCM
56
Channing Capital Management
Illinois
$7.97M +$9.25M +122,376 New
FP
57
Foundry Partners
Minnesota
$7.91M +$2.36M +31,243 +35%
WG
58
Winton Group
United Kingdom
$7.9M -$1.06M -14,046 -10%
ECP
59
Elk Creek Partners
Colorado
$7.76M +$9M +119,103 New
Lazard Asset Management
60
Lazard Asset Management
New York
$7.74M +$2.94M +38,900 +49%
CM
61
Castleark Management
Illinois
$7.52M -$174K -2,309 -2%
SGCIA
62
Smith Graham & Co Investment Advisors
Texas
$7.38M -$687K -9,090 -7%
AIG
63
American International Group
New York
$7.34M -$13.3K -176 -0.2%
TCIM
64
TIAA CREF Investment Management
New York
$6.47M -$151K -1,998 -2%
Comerica Bank
65
Comerica Bank
Texas
$6.33M +$755K +9,989 +12%
TA
66
Teachers Advisors
New York
$6.33M +$806K +10,660 +12%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.32M -$56.6K -749 -0.8%
EAM
68
EULAV Asset Management
Florida
$6.1M – – –
PPA
69
Parametric Portfolio Associates
Washington
$6.09M -$1.05M -13,946 -13%
CAM
70
ClariVest Asset Management
California
$5.38M -$1.01M -13,312 -14%
MOACM
71
Mutual of America Capital Management
New York
$5.22M +$3.19M +42,162 +111%
Swiss National Bank
72
Swiss National Bank
Switzerland
$5M +$174K +2,300 +3%
PI
73
PEAK6 Investments
Illinois
$4.99M +$3.59M +47,531 +164%
Legal & General Group
74
Legal & General Group
United Kingdom
$4.9M +$384K +5,084 +7%
RCMNY
75
Rubric Capital Management (New York)
New York
$4.76M +$5.52M +73,000 New
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.