EnerSys
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.9M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$27.7M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$21.4M |
| 4 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$15.5M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$74.7M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$28M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$19.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.9M |
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.