EnerSys
282 hedge funds and large institutions have $3.23B invested in EnerSys in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 115 reducing their positions, and 21 closing their positions.
2,287% more call options, than puts
Call options by funds: $931K | Put options by funds: $39K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
10% more capital invested
Capital invested by funds: $2.94B → $3.23B (+$295M)
6% more funds holding
Funds holding: 265 → 282 (+17)
2.53% less ownership
Funds ownership: 97.79% → 95.26% (-2.5%)
17% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$35.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.2M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$26.2M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$23.3M |
| 5 |
Morgan Stanley
New York
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$44.4M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$37.8M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$26.8M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$20.9M |
ENS Hedge Fund Activity: Q4 2016 in Review
282 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2016, worth a combined $3.23B — up 10% from $2.94B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ENS positions and 21 closed out — a net gain of 19 holders — while 96 added to existing stakes and 115 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $35.9M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.
- 282 institutional investors held EnerSys (ENS) as of Q4 2016, up from 265 in Q3 2016.
- Funds reported $3.23B of EnerSys stock for Q4 2016, up 10% quarter-over-quarter.
- 40 funds opened new EnerSys positions in Q4 2016 and 21 closed out, a net change of +19 holders.
- The largest EnerSys buyer in Q4 2016 was JP Morgan Chase, an estimated $35.9M added.
- The largest EnerSys seller in Q4 2016 was Fidelity Investments, an estimated $47.5M sold.
Based on aggregated 13F filings for Q4 2016.