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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
HEIP
201
Hudson Edge Investment Partners
New Jersey
$313K -$147K -1,947 -29%
RFC
202
Regions Financial Corp
Alabama
$301K +$46.8K +619 +15%
MCIM
203
Meadow Creek Investment Management
Georgia
$282K – – –
CBOA
204
Commonwealth Bank of Australia
Australia
$273K – – –
Holocene Advisors
205
Holocene Advisors
New York
$273K +$317K +4,194 New
Jane Street
206
Jane Street
New York
$263K +$305K +4,036 New
PCM
207
Palouse Capital Management
Washington
$259K +$7.18K +95 +2%
CGH
208
Crossmark Global Holdings
Texas
$255K +$8.31K +110 +3%
CF
209
Corrigan Financial
Rhode Island
$241K +$280K +3,700 New
SO
210
STRS Ohio
Ohio
$241K -$75.6K -1,000 -21%
BC
211
Brinker Capital
Pennsylvania
$237K +$275K +3,633 New
MSFP
212
Mark Sheptoff Financial Planning
Connecticut
$215K – – –
LPL Financial
213
LPL Financial
California
$206K +$529 +7 +0.2%
FCM
214
Flinton Capital Management
Pennsylvania
$205K – – –
FRM
215
Fox Run Management
Connecticut
$201K +$233K +3,078 New
AG
216
Advisor Group
Arizona
$174K +$23.9K +316 +13%
FIB
217
First Interstate Bank
Montana
$150K – – –
LIA
218
LS Investment Advisors
Michigan
$148K -$982 -13 -0.6%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$138K -$2.71M -35,865 -94%
AAMU
220
Amundi Asset Management US
Massachusetts
$137K – – –
NIT
221
NumerixS Investment Technologies
British Columbia, Canada
$114K +$45.3K +600 +50%
FMT
222
First Mercantile Trust
Tennessee
$99K -$40.9K -541 -26%
FHB
223
First Hawaiian Bank
Hawaii
$98K -$10.3K -136 -8%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$91K – – –
PHK
225
Point72 Hong Kong
Hong Kong
$84K +$19K +252 +24%
7 8
9
10 11

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.