EnerSys
264 hedge funds and large institutions have $3.64B invested in EnerSys in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 33 closing their positions.
19% more capital invested
Capital invested by funds: $3.07B → $3.64B (+$570M)
1.63% more ownership
Funds ownership: 97.64% → 99.27% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less call options, than puts
Call options by funds: $2.4M | Put options by funds: $2.6M
3% less funds holding
Funds holding: 273 → 264 (-9)
17% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 99
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$58.2M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$55.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$31.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$16.8M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$17.1M |
| 2 |
TA
Teachers Advisors
New York
|
-$15.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.7M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$9.21M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$7.74M |
ENS Hedge Fund Activity: Q3 2018 in Review
264 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2018, worth a combined $3.64B — up 19% from $3.07B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ENS and 27 opened new positions — a net loss of 6 holders — while 99 trimmed existing stakes and 82 added.
The largest buyer was Wellington Management Group, adding an estimated $58.2M. The largest seller was Millennium Management, cutting an estimated $17.1M.
- 264 institutional investors held EnerSys (ENS) as of Q3 2018, down from 273 in Q2 2018.
- Funds reported $3.64B of EnerSys stock for Q3 2018, up 19% quarter-over-quarter.
- 27 funds opened new EnerSys positions in Q3 2018 and 33 closed out, a net change of -6 holders.
- The largest EnerSys buyer in Q3 2018 was Wellington Management Group, an estimated $58.2M added.
- The largest EnerSys seller in Q3 2018 was Millennium Management, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2018.