EnerSys
208 hedge funds and large institutions have $2.46B invested in EnerSys in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 61 reducing their positions, and 40 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 61
6% less funds holding
Funds holding: 222 → 208 (-14)
8.74% less ownership
Funds ownership: 107.79% → 99.05% (-8.7%)
27% less capital invested
Capital invested by funds: $3.37B → $2.46B (-$907M)
30% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 40
57% less call options, than puts
Call options by funds: $2.87M | Put options by funds: $6.62M
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$24.9M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$15.6M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$13.9M |
| 4 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$13.8M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.2M |
| 2 |
Bank of New York Mellon
New York
|
-$34.9M |
| 3 |
SM
Stratton Management
King Of Prussia,
Pennsylvania
|
-$32.8M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$27M |
| 5 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$24.3M |
ENS Hedge Fund Activity: Q3 2015 in Review
208 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2015, worth a combined $2.46B — down 27% from $3.37B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of ENS and 28 opened new positions — a net loss of 12 holders — while 61 trimmed existing stakes and 89 added.
The largest buyer was Sterling Capital Management, opening a new position worth an estimated $24.9M. The largest seller was Fidelity Investments, cutting an estimated $59.2M.
- 208 institutional investors held EnerSys (ENS) as of Q3 2015, down from 222 in Q2 2015.
- Funds reported $2.46B of EnerSys stock for Q3 2015, down 27% quarter-over-quarter.
- 28 funds opened new EnerSys positions in Q3 2015 and 40 closed out, a net change of -12 holders.
- The largest EnerSys buyer in Q3 2015 was Sterling Capital Management, an estimated $24.9M added.
- The largest EnerSys seller in Q3 2015 was Fidelity Investments, an estimated $59.2M sold.
Based on aggregated 13F filings for Q3 2015.