EnerSys
223 hedge funds and large institutions have $2.44B invested in EnerSys in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 28 closing their positions.
57% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 28
7% more funds holding
Funds holding: 208 → 223 (+15)
0.62% less ownership
Funds ownership: 99.05% → 98.43% (-0.62%)
1% less capital invested
Capital invested by funds: $2.46B → $2.44B (-$17.4M)
14% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 83
54% less call options, than puts
Call options by funds: $876K | Put options by funds: $1.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.7M |
| 2 |
Goldman Sachs
New York
|
+$23.2M |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$20.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$11.2M |
| 5 |
JP Morgan Chase
New York
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$47M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$37.9M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$16.6M |
| 4 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$14M |
| 5 |
KMC
Kirr Marbach & Co
Columbus,
Indiana
|
-$12M |
ENS Hedge Fund Activity: Q4 2015 in Review
223 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2015, worth a combined $2.44B — down 0.71% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ENS positions and 28 closed out — a net gain of 16 holders — while 71 added to existing stakes and 83 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $27.7M. The largest seller was Kalmar Investments, cutting an estimated $47M.
- 223 institutional investors held EnerSys (ENS) as of Q4 2015, up from 208 in Q3 2015.
- Funds reported $2.44B of EnerSys stock for Q4 2015, down 0.71% quarter-over-quarter.
- 44 funds opened new EnerSys positions in Q4 2015 and 28 closed out, a net change of +16 holders.
- The largest EnerSys buyer in Q4 2015 was Fidelity Investments, an estimated $27.7M added.
- The largest EnerSys seller in Q4 2015 was Kalmar Investments, an estimated $47M sold.
Based on aggregated 13F filings for Q4 2015.