EnerSys
ENS
236 hedge funds and large institutions have $2.06B invested in EnerSys in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 42 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.57% less ownership
Funds ownership: 99.22% → 97.66% (-1.6%)
6% less funds holding
Funds holding: 252 → 236 (-16)
10% less call options, than puts
Call options by funds: $2.3M | Put options by funds: $2.56M
12% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 92
33% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 42
34% less capital invested
Capital invested by funds: $3.14B → $2.06B (-$1.08B)
Top Buyers
| 1 |
ECA
Encompass Capital Advisors
New York
|
+$32.3M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$12.5M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$11.3M |
| 4 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$9.04M |
| 5 |
Millennium Management
New York
|
+$8.95M |
Top Sellers
ENS Hedge Fund Activity: Q1 2020 in Review
236 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2020, worth a combined $2.06B — down 34% from $3.14B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of ENS and 28 opened new positions — a net loss of 14 holders — while 92 trimmed existing stakes and 81 added.
The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $32.3M. The largest seller was Wellington Management Group, cutting an estimated $38.8M.
- 236 institutional investors held EnerSys (ENS) as of Q1 2020, down from 252 in Q4 2019.
- Funds reported $2.06B of EnerSys stock for Q1 2020, down 34% quarter-over-quarter.
- 28 funds opened new EnerSys positions in Q1 2020 and 42 closed out, a net change of -14 holders.
- The largest EnerSys buyer in Q1 2020 was Encompass Capital Advisors, an estimated $32.3M added.
- The largest EnerSys seller in Q1 2020 was Wellington Management Group, an estimated $38.8M sold.
Based on aggregated 13F filings for Q1 2020.