EnerSys
222 hedge funds and large institutions have $3.37B invested in EnerSys in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 107 reducing their positions, and 19 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more call options, than puts
Call options by funds: $8.03M | Put options by funds: $5.88M
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
9% more capital invested
Capital invested by funds: $3.09B → $3.37B (+$281M)
2% more funds holding
Funds holding: 218 → 222 (+4)
1% less ownership
Funds ownership: 108.78% → 107.79% (-1%)
39% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.1M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$28.6M |
| 3 |
Bank of New York Mellon
New York
|
+$15.5M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$13.7M |
| 5 |
Goldman Sachs
New York
|
+$8.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$44.5M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$16.2M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$14.7M |
| 4 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$13.4M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$10.2M |
ENS Hedge Fund Activity: Q2 2015 in Review
222 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2015, worth a combined $3.37B — up 9.1% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ENS positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 107 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $42.1M. The largest seller was Royce & Associates, cutting an estimated $44.5M.
- 222 institutional investors held EnerSys (ENS) as of Q2 2015, up from 218 in Q1 2015.
- Funds reported $3.37B of EnerSys stock for Q2 2015, up 9.1% quarter-over-quarter.
- 23 funds opened new EnerSys positions in Q2 2015 and 19 closed out, a net change of +4 holders.
- The largest EnerSys buyer in Q2 2015 was Fidelity Investments, an estimated $42.1M added.
- The largest EnerSys seller in Q2 2015 was Royce & Associates, an estimated $44.5M sold.
Based on aggregated 13F filings for Q2 2015.