EnerSys
261 hedge funds and large institutions have $2.88B invested in EnerSys in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 105 reducing their positions, and 35 closing their positions.
0.36% less ownership
Funds ownership: 96.26% → 95.9% (-0.36%)
5% less capital invested
Capital invested by funds: $3.03B → $2.88B (-$150M)
5% less funds holding
Funds holding: 275 → 261 (-14)
11% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 105
18% less call options, than puts
Call options by funds: $3.01M | Put options by funds: $3.68M
23% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 35
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$33.1M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$12.2M |
| 3 |
GXMC
Global X Management Company
New York
|
+$12.2M |
| 4 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
+$10.1M |
| 5 |
Janus Henderson Group
London,
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$34.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23.6M |
| 3 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$17.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.49M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$9.38M |
ENS Hedge Fund Activity: Q3 2017 in Review
261 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2017, worth a combined $2.88B — down 5% from $3.03B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of ENS and 27 opened new positions — a net loss of 8 holders — while 105 trimmed existing stakes and 93 added.
The largest buyer was Royce & Associates, adding an estimated $33.1M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $34.5M sold.
- 261 institutional investors held EnerSys (ENS) as of Q3 2017, down from 275 in Q2 2017.
- Funds reported $2.88B of EnerSys stock for Q3 2017, down 5% quarter-over-quarter.
- 27 funds opened new EnerSys positions in Q3 2017 and 35 closed out, a net change of -8 holders.
- The largest EnerSys buyer in Q3 2017 was Royce & Associates, an estimated $33.1M added.
- The largest EnerSys seller in Q3 2017 was Copper Rock Capital Partners, an estimated $34.5M sold.
Based on aggregated 13F filings for Q3 2017.