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266 hedge funds and large institutions have $3.52B invested in EnerSys in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 116 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.53% more ownership

Funds ownership: 106.44%108.97% (+2.5%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $3.47B → $3.52B (+$41.4M)

0% more funds holding

Funds holding: 265266 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

12% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 116

61% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $4.53M

Holders
266
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
7.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
102
Reduced
116
Closed
17
Calls
$1.78M
Puts
$4.53M
Net Calls
-$2.75M
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$1.2M -$74.8K -1,100 -6%
US Bancorp
152
US Bancorp
Minnesota
$1.19M -$31.2K -459 -3%
HW
153
Hancock Whitney
Mississippi
$1.19M +$112K +1,643 +11%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$1.18M -$3.63M -53,400 -76%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$1.18M
FCBT
156
First Citizens Bank & Trust
North Carolina
$1.18M -$300K -4,411 -20%
SCM
157
Stevens Capital Management
Pennsylvania
$1.15M +$527K +7,754 +87%
NCCM
158
Nine Chapters Capital Management
New Jersey
$1.1M -$238K -3,500 -18%
Citadel Advisors
159
Citadel Advisors
Florida
$1.07M -$2.58M -37,942 -71%
CA
160
Commerzbank Aktiengesellschaft
Germany
$1.05M -$28.6K -421 -3%
SIM
161
Spark Investment Management
New York
$1.05M -$625K -9,200 -38%
OA
162
OFI Advisors
Pennsylvania
$1.05M +$96.6K +1,421 +10%
AAP
163
Ardsley Advisory Partners
Connecticut
$1.02M -$686K -10,100 -40%
BUB
164
BBVA USA Bancshares
Texas
$1.02M +$68.6K +1,010 +7%
MIU
165
Man Investments (UK)
United Kingdom
$984K -$990K -14,572 -50%
GC
166
Guggenheim Capital
Illinois
$977K -$199K -2,932 -17%
AFG
167
Albion Financial Group
Utah
$954K +$13.6K +200 +1%
BlackRock
168
BlackRock
New York
$932K -$174K -2,556 -16%
SCM
169
Seamans Capital Management
Massachusetts
$930K -$18.7K -275 -2%
SB
170
Suntrust Banks
Georgia
$919K -$245K -3,606 -21%
MAM
171
Martingale Asset Management
Massachusetts
$910K -$190K -2,800 -17%
CONA
172
Capital One National Association
New York
$900K +$5.71K +84 +0.6%
SBH
173
Segall Bryant & Hamill
Illinois
$846K -$384K -5,655 -31%
MERSOM
174
Municipal Employees' Retirement System of Michigan
Michigan
$805K +$13.6K +200 +2%
PA
175
Profund Advisors
Maryland
$804K -$54.2K -798 -6%

ENS Hedge Fund Activity: Q2 2014 in Review

266 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2014, worth a combined $3.52B — up 1.2% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ENS positions and 17 closed out — a net gain of 1 holder — while 102 added to existing stakes and 116 trimmed.

The largest buyer was Janus Henderson Investors US, opening a new position worth an estimated $38.3M. The largest seller was Royce & Associates, cutting an estimated $29.7M.

  • 266 institutional investors held EnerSys (ENS) as of Q2 2014, up from 265 in Q1 2014.
  • Funds reported $3.52B of EnerSys stock for Q2 2014, up 1.2% quarter-over-quarter.
  • 18 funds opened new EnerSys positions in Q2 2014 and 17 closed out, a net change of +1 holder.
  • The largest EnerSys buyer in Q2 2014 was Janus Henderson Investors US, an estimated $38.3M added.
  • The largest EnerSys seller in Q2 2014 was Royce & Associates, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2014.