EnerSys
227 hedge funds and large institutions have $2.91B invested in EnerSys in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 18 closing their positions.
56% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $2.35B → $2.91B (+$561M)
3% more funds holding
Funds holding: 220 → 227 (+7)
1.29% more ownership
Funds ownership: 99.51% → 100.79% (+1.3%)
9% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 82
36% less call options, than puts
Call options by funds: $5.57M | Put options by funds: $8.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.1M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.7M |
| 3 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$11.8M |
| 4 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$7.3M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$7.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$37M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21.1M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.6M |
| 4 |
EA
Ecofin Advisors
London,
United Kingdom
|
-$9.96M |
| 5 |
Two Sigma Investments
New York
|
-$8.34M |
ENS Hedge Fund Activity: Q3 2013 in Review
227 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2013, worth a combined $2.91B — up 24% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ENS positions and 18 closed out — a net gain of 10 holders — while 89 added to existing stakes and 82 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $20.1M. The largest seller was AllianceBernstein, cutting an estimated $37M.
- 227 institutional investors held EnerSys (ENS) as of Q3 2013, up from 220 in Q2 2013.
- Funds reported $2.91B of EnerSys stock for Q3 2013, up 24% quarter-over-quarter.
- 28 funds opened new EnerSys positions in Q3 2013 and 18 closed out, a net change of +10 holders.
- The largest EnerSys buyer in Q3 2013 was Fidelity Investments, an estimated $20.1M added.
- The largest EnerSys seller in Q3 2013 was AllianceBernstein, an estimated $37M sold.
Based on aggregated 13F filings for Q3 2013.