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EnerSys
ENS

264 hedge funds and large institutions have $2.92B invested in EnerSys in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $2.54B → $2.92B (+$383M)

5% more funds holding

Funds holding: 252 → 264 (+12)

0.45% less ownership

Funds ownership: 98.24% → 97.79% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 100

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

63% less call options, than puts

Call options by funds: $264K | Put options by funds: $720K

Holders
264
Holders Change
+12
Holders Change %
+4.76%
% of All Funds
7.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
96
Reduced
100
Closed
23
Calls
$264K
Puts
$720K
Net Calls
-$456K
Net Calls Change
-$1.69M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$86.3M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$47.9M
3
State Street
State Street
Massachusetts
+$31.6M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$18.3M
5
BIT
BlackRock Institutional Trust
California
+$13.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$76.7M
2
RA
Royce & Associates
New York
-$43.8M
3
BFA
BlackRock Fund Advisors
California
-$38.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$28.1M
5
LCM
Laurion Capital Management
New York
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
126
Regions Financial Corp
Alabama
$1.4M -$18.1K -271 -1%
MSA
127
Mason Street Advisors
Wisconsin
$1.39M +$775K +11,636 +138%
ZIM
128
Zacks Investment Management
Illinois
$1.38M +$1.33M +19,972 New
COI
129
Connable Office Inc
Michigan
$1.36M +$871K +13,074 +200%
LMGAM
130
Liberty Mutual Group Asset Management
Massachusetts
$1.35M +$1.3M +19,501 New
CCMG
131
Clark Capital Management Group
Pennsylvania
$1.27M +$1.23M +18,400 New
TA
132
Teton Advisors
New York
$1.23M – – –
ACI
133
AMP Capital Investors
Australia
$1.23M +$1.2M +18,000 New
SG Americas Securities
134
SG Americas Securities
New York
$1.22M +$665K +9,987 +130%
SOMRS
135
State of Michigan Retirement System
Michigan
$1.21M +$1.17M +17,500 New
ASRS
136
Arizona State Retirement System
Arizona
$1.18M -$363K -5,451 -24%
AIP
137
Ameritas Investment Partners
Nebraska
$1.17M +$902K +13,533 +394%
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$1.11M -$614K -9,217 -37%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M -$33.3K -500 -3%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$1.04M +$999K +15,000 New
BC
141
Burney Company
Virginia
$1.03M -$264K -3,970 -21%
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$1.03M -$2.98M -44,658 -75%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$1.02M – – –
PA
144
Pinnacle Associates
New York
$1.02M -$15K -225 -2%
GH
145
GAM Holding
Switzerland
$991K +$402K +6,030 +73%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$986K -$505K -7,583 -35%
JIM
147
Jupiter Investment Management
United Kingdom
$951K +$916K +13,750 New
PP
148
Paloma Partners
Connecticut
$934K +$310K +4,658 +53%
GS
149
GAM Systematic
United Kingdom
$923K -$860K -12,907 -49%
PGCM
150
Prescott Group Capital Management
Oklahoma
$917K – – –
4 5
6
7 8

ENS Hedge Fund Activity: Q3 2016 in Review

264 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2016, worth a combined $2.92B — up 15% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ENS positions and 23 closed out — a net gain of 13 holders — while 96 added to existing stakes and 100 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $86.3M. The largest seller was Goldman Sachs, cutting an estimated $76.7M.

  • 264 institutional investors held EnerSys (ENS) as of Q3 2016, up from 252 in Q2 2016.
  • Funds reported $2.92B of EnerSys stock for Q3 2016, up 15% quarter-over-quarter.
  • 36 funds opened new EnerSys positions in Q3 2016 and 23 closed out, a net change of +13 holders.
  • The largest EnerSys buyer in Q3 2016 was AllianceBernstein, an estimated $86.3M added.
  • The largest EnerSys seller in Q3 2016 was Goldman Sachs, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2016.