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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
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$4.44M -$12.3M -162,436 -70%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$4.42M +$133K +1,755 +3%
CS
78
Credit Suisse
Switzerland
$4.34M -$1M -13,298 -17%
KC
79
Kepos Capital
New York
$4.32M -$76 -1 -0%
CIC
80
Canal Insurance Company
South Carolina
$3.91M +$1.51M +20,000 +50%
APG Asset Management
81
APG Asset Management
Netherlands
$3.88M +$2.37M +31,400 +88%
Barrow, Hanley, Mewhinney & Strauss
82
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.84M +$109K +1,444 +3%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$3.74M – – –
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$3.65M +$105K +1,390 +3%
SEI Investments
85
SEI Investments
Pennsylvania
$3.55M -$214K -2,829 -5%
MAP
86
Moody Aldrich Partners
Massachusetts
$3.54M +$784K +10,373 +24%
First Trust Advisors
87
First Trust Advisors
Illinois
$3.25M +$139K +1,838 +4%
MIP
88
Mondrian Investment Partners
United Kingdom
$3.22M +$837K +11,080 +29%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$3.05M -$68.6K -908 -2%
Morgan Stanley
90
Morgan Stanley
New York
$3M -$4.87M -64,456 -58%
MIM
91
MetLife Investment Management
New Jersey
$2.93M +$111K +1,466 +3%
CI
92
Cambiar Investors
Colorado
$2.92M -$902K -11,938 -21%
UBS Group
93
UBS Group
Switzerland
$2.88M +$624K +8,254 +23%
SG Americas Securities
94
SG Americas Securities
New York
$2.79M +$333K +4,410 +11%
Jacobs Levy Equity Management
95
Jacobs Levy Equity Management
New Jersey
$2.78M -$1.84M -24,410 -36%
NAP
96
New Amsterdam Partners
New York
$2.72M -$82K -1,085 -3%
Citadel Advisors
97
Citadel Advisors
Florida
$2.7M +$1.26M +16,699 +67%
CIP
98
Chartwell Investment Partners
Pennsylvania
$2.69M +$928K +12,278 +42%
VanEck Associates
99
VanEck Associates
New York
$2.56M -$221K -2,927 -7%
RC
100
Roubaix Capital
Colorado
$2.45M +$2.84M +37,531 New
2 3
4
5 6

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.