EnerSys
265 hedge funds and large institutions have $2.94B invested in EnerSys in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
16% more capital invested
Capital invested by funds: $2.54B → $2.94B (+$400M)
5% more funds holding
Funds holding: 253 → 265 (+12)
0.45% less ownership
Funds ownership: 98.24% → 97.79% (-0.45%)
4% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 100
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less call options, than puts
Call options by funds: $264K | Put options by funds: $720K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$86.3M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$47.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$31.6M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$18.3M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$76.7M |
| 2 |
RA
Royce & Associates
New York
|
-$43.8M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$38.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.1M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$21.4M |
ENS Hedge Fund Activity: Q3 2016 in Review
265 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2016, worth a combined $2.94B — up 16% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ENS positions and 23 closed out — a net gain of 13 holders — while 96 added to existing stakes and 100 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $86.3M. The largest seller was Goldman Sachs, cutting an estimated $76.7M.
- 265 institutional investors held EnerSys (ENS) as of Q3 2016, up from 253 in Q2 2016.
- Funds reported $2.94B of EnerSys stock for Q3 2016, up 16% quarter-over-quarter.
- 36 funds opened new EnerSys positions in Q3 2016 and 23 closed out, a net change of +13 holders.
- The largest EnerSys buyer in Q3 2016 was AllianceBernstein, an estimated $86.3M added.
- The largest EnerSys seller in Q3 2016 was Goldman Sachs, an estimated $76.7M sold.
Based on aggregated 13F filings for Q3 2016.