EnerSys
275 hedge funds and large institutions have $3.03B invested in EnerSys in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 27 closing their positions.
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
11% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 98
1% more funds holding
Funds holding: 273 → 275 (+2)
0.39% more ownership
Funds ownership: 95.87% → 96.26% (+0.39%)
8% less capital invested
Capital invested by funds: $3.29B → $3.03B (-$258M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
52% less call options, than puts
Call options by funds: $1.85M | Put options by funds: $3.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$126M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$68.2M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$44.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$17.9M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$46.4M |
| 2 |
JP Morgan Chase
New York
|
-$36.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.5M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$20.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$18.1M |
ENS Hedge Fund Activity: Q2 2017 in Review
275 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2017, worth a combined $3.03B — down 7.8% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ENS positions and 27 closed out — a net gain of 7 holders — while 109 added to existing stakes and 98 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $126M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $46.4M sold.
- 275 institutional investors held EnerSys (ENS) as of Q2 2017, up from 273 in Q1 2017.
- Funds reported $3.03B of EnerSys stock for Q2 2017, down 7.8% quarter-over-quarter.
- 34 funds opened new EnerSys positions in Q2 2017 and 27 closed out, a net change of +7 holders.
- The largest EnerSys buyer in Q2 2017 was Janus Henderson Group, an estimated $126M added.
- The largest EnerSys seller in Q2 2017 was Vulcan Value Partners, an estimated $46.4M sold.
Based on aggregated 13F filings for Q2 2017.