EnerSys
225 hedge funds and large institutions have $2.38B invested in EnerSys in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 68 reducing their positions, and 23 closing their positions.
80% more call options, than puts
Call options by funds: $2.65M | Put options by funds: $1.48M
43% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 68
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
1% more funds holding
Funds holding: 223 → 225 (+2)
0.06% less ownership
Funds ownership: 98.43% → 98.37% (-0.06%)
3% less capital invested
Capital invested by funds: $2.44B → $2.38B (-$63.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$18.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.4M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$9.54M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.17M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$8.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.9M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$24M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$23M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$17.2M |
| 5 |
DS
Dudley & Shanley
Palm Beach,
Florida
|
-$12M |
ENS Hedge Fund Activity: Q1 2016 in Review
225 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2016, worth a combined $2.38B — down 2.6% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new ENS positions and 23 closed out — a net gain of 3 holders — while 97 added to existing stakes and 68 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $18.7M. The largest seller was Fidelity Investments, cutting an estimated $55.9M.
- 225 institutional investors held EnerSys (ENS) as of Q1 2016, up from 223 in Q4 2015.
- Funds reported $2.38B of EnerSys stock for Q1 2016, down 2.6% quarter-over-quarter.
- 26 funds opened new EnerSys positions in Q1 2016 and 23 closed out, a net change of +3 holders.
- The largest EnerSys buyer in Q1 2016 was Bank of New York Mellon, an estimated $18.7M added.
- The largest EnerSys seller in Q1 2016 was Fidelity Investments, an estimated $55.9M sold.
Based on aggregated 13F filings for Q1 2016.