EnerSys
265 hedge funds and large institutions have $3.48B invested in EnerSys in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 116 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
5% more funds holding
Funds holding: 253 → 265 (+12)
0.95% more ownership
Funds ownership: 105.49% → 106.44% (+0.95%)
1% less capital invested
Capital invested by funds: $3.51B → $3.48B (-$27.6M)
25% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 116
42% less call options, than puts
Call options by funds: $3.56M | Put options by funds: $6.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.4M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$39M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$32.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$8.43M |
| 5 |
NAP
New Amsterdam Partners
New York
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.4M |
| 2 |
Bank of New York Mellon
New York
|
-$16.3M |
| 3 |
RA
Royce & Associates
New York
|
-$16M |
| 4 |
JP Morgan Chase
New York
|
-$10.9M |
| 5 |
GAM
Gotham Asset Management
New York
|
-$10.7M |
ENS Hedge Fund Activity: Q1 2014 in Review
265 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2014, worth a combined $3.48B — down 0.79% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ENS positions and 19 closed out — a net gain of 14 holders — while 87 added to existing stakes and 116 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $52.4M. The largest seller was Bank of Montreal, cutting an estimated $28.4M.
- 265 institutional investors held EnerSys (ENS) as of Q1 2014, up from 253 in Q4 2013.
- Funds reported $3.48B of EnerSys stock for Q1 2014, down 0.79% quarter-over-quarter.
- 33 funds opened new EnerSys positions in Q1 2014 and 19 closed out, a net change of +14 holders.
- The largest EnerSys buyer in Q1 2014 was Fidelity Investments, an estimated $52.4M added.
- The largest EnerSys seller in Q1 2014 was Bank of Montreal, an estimated $28.4M sold.
Based on aggregated 13F filings for Q1 2014.