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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
UBS AM
101
UBS AM
Illinois
$2.39M +$27.9K +369 +1%
Truist Financial
102
Truist Financial
North Carolina
$2.18M -$116K -1,532 -4%
RJA
103
Raymond James & Associates
Florida
$2.17M -$2.18M -28,800 -46%
ASRS
104
Arizona State Retirement System
Arizona
$2.01M +$49.9K +661 +2%
TPSF
105
Texas Permanent School Fund
Texas
$1.91M +$125K +1,649 +6%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$1.88M -$879K -11,629 -29%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$1.85M -$2.04M -27,029 -49%
MSL
108
Mackay Shields LLC
New York
$1.83M +$204K +2,700 +11%
CSS
109
Cubist Systematic Strategies
Connecticut
$1.81M +$1.87M +24,712 +787%
MCM
110
Matarin Capital Management
New York
$1.71M -$9.91M -131,084 -83%
Canada Life
111
Canada Life
Manitoba, Canada
$1.71M +$106K +1,401 +6%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$1.65M +$442K +5,849 +30%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M +$17.5K +232 +0.9%
IA
114
IndexIQ Advisors
New York
$1.61M +$1.87M +24,748 New
BAM
115
Blueshift Asset Management
New Jersey
$1.61M +$1.56M +20,585 +503%
TSW
116
Thompson Siegel & Walmsley
Virginia
$1.58M -$227K -3,008 -11%
PA
117
Pinnacle Associates
New York
$1.51M +$163K +2,160 +10%
MAG
118
Millrace Asset Group
Pennsylvania
$1.5M +$76.8K +1,017 +5%
MSA
119
Mason Street Advisors
Wisconsin
$1.49M +$61.6K +815 +4%
OAM
120
Oppenheimer Asset Management
New York
$1.48M -$90.3K -1,195 -5%
AG
121
Aperio Group
California
$1.43M -$131K -1,735 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.36M – – –
Two Sigma Advisers
123
Two Sigma Advisers
New York
$1.35M -$212K -2,800 -12%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$1.34M -$65.7K -870 -4%
CRC
125
Curi RMB Capital
Illinois
$1.31M +$232K +3,074 +18%
3 4
5
6 7

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.