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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
WMSA
126
Weiss Multi-Strategy Advisers
New York
$1.3M +$1.51M +20,000 New
HW
127
Hancock Whitney
Mississippi
$1.29M -$60.5K -801 -4%
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
$1.29M +$1.5M +19,834 New
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M +$855K +11,309 +136%
Citigroup
130
Citigroup
New York
$1.27M -$720K -9,525 -33%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$1.27M +$453K +6,000 +44%
William Blair & Company
132
William Blair & Company
Illinois
$1.22M +$1.41M +18,656 New
Barclays
133
Barclays
United Kingdom
$1.21M -$1.5M -19,804 -52%
GH
134
GAM Holding
Switzerland
$1.2M +$253K +3,347 +22%
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$1.19M +$336K +4,441 +32%
US Bancorp
136
US Bancorp
Minnesota
$1.15M +$212K +2,802 +19%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$1.1M – – –
EGM
138
Engineers Gate Manager
New York
$1.07M +$1.24M +16,400 New
QT
139
Quantbot Technologies
New York
$1.07M +$1.24M +16,400 New
AIP
140
Ameritas Investment Partners
Nebraska
$1.05M +$15.9K +210 +1%
Voloridge Investment Management
141
Voloridge Investment Management
Florida
$1.02M +$1.19M +15,710 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$1.01M +$929K +12,297 +379%
SOMRS
143
State of Michigan Retirement System
Michigan
$997K +$22.7K +300 +2%
DCM
144
Dupont Capital Management
Delaware
$995K -$289K -3,821 -20%
Federated Hermes
145
Federated Hermes
Pennsylvania
$935K -$326K -4,319 -23%
SDIC
146
South Dakota Investment Council
South Dakota
$912K +$317K +4,190 +43%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$879K -$691K -9,145 -40%
JFG
148
Jefferies Financial Group
New York
$864K -$212K -2,805 -17%
KBC Group
149
KBC Group
Belgium
$843K +$25.8K +342 +3%
SGAM
150
Smith Group Asset Management
Texas
$835K -$730K -9,657 -43%
4 5
6
7 8

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.