EnerSys
259 hedge funds and large institutions have $2.84B invested in EnerSys in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 110 reducing their positions, and 33 closing their positions.
92% more call options, than puts
Call options by funds: $1.83M | Put options by funds: $954K
0.88% more ownership
Funds ownership: 95.9% → 96.78% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
1% less funds holding
Funds holding: 261 → 259 (-2)
1% less capital invested
Capital invested by funds: $2.88B → $2.84B (-$40M)
25% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$41.5M |
| 2 |
GXMC
Global X Management Company
New York
|
+$29.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$19.9M |
| 4 |
D.E. Shaw & Co
New York
|
+$10.6M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$43.4M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$17.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$15.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$14.2M |
ENS Hedge Fund Activity: Q4 2017 in Review
259 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2017, worth a combined $2.84B — down 1.4% from $2.88B a quarter earlier.
Fund positioning in ENS was balanced in Q4 2017: 33 funds opened new positions, 33 closed out, 82 added to existing stakes and 110 trimmed.
The largest buyer was Boston Partners, adding an estimated $41.5M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $43.4M sold.
- 259 institutional investors held EnerSys (ENS) as of Q4 2017, down from 261 in Q3 2017.
- Funds reported $2.84B of EnerSys stock for Q4 2017, down 1.4% quarter-over-quarter.
- 33 funds opened new EnerSys positions in Q4 2017 and 33 closed out, a net change of 0 holders.
- The largest EnerSys buyer in Q4 2017 was Boston Partners, an estimated $41.5M added.
- The largest EnerSys seller in Q4 2017 was Vaughan Nelson Investment Management, an estimated $43.4M sold.
Based on aggregated 13F filings for Q4 2017.