EnerSys
253 hedge funds and large institutions have $3.51B invested in EnerSys in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 18 closing their positions.
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more capital invested
Capital invested by funds: $2.91B → $3.51B (+$596M)
11% more funds holding
Funds holding: 227 → 253 (+26)
4.7% more ownership
Funds ownership: 100.79% → 105.49% (+4.7%)
11% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 96
74% less call options, than puts
Call options by funds: $4.41M | Put options by funds: $16.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$125M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.6M |
| 3 |
JP Morgan Chase
New York
|
+$22.8M |
| 4 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
+$19.7M |
| 5 |
EA
Ecofin Advisors
London,
United Kingdom
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.3M |
| 2 |
TAM
Third Avenue Management
New York
|
-$29M |
| 3 |
RA
Royce & Associates
New York
|
-$15.8M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$10.7M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$8.49M |
ENS Hedge Fund Activity: Q4 2013 in Review
253 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2013, worth a combined $3.51B — up 20% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ENS positions and 18 closed out — a net gain of 27 holders — while 85 added to existing stakes and 96 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $125M. The largest seller was Ameriprise, cutting an estimated $31.3M.
- 253 institutional investors held EnerSys (ENS) as of Q4 2013, up from 227 in Q3 2013.
- Funds reported $3.51B of EnerSys stock for Q4 2013, up 20% quarter-over-quarter.
- 45 funds opened new EnerSys positions in Q4 2013 and 18 closed out, a net change of +27 holders.
- The largest EnerSys buyer in Q4 2013 was EARNEST Partners, an estimated $125M added.
- The largest EnerSys seller in Q4 2013 was Ameriprise, an estimated $31.3M sold.
Based on aggregated 13F filings for Q4 2013.