EnerSys
282 hedge funds and large institutions have $3.22B invested in EnerSys in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 107 reducing their positions, and 27 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
7% more funds holding
Funds holding: 264 → 282 (+18)
3.44% less ownership
Funds ownership: 99.27% → 95.84% (-3.4%)
11% less capital invested
Capital invested by funds: $3.64B → $3.22B (-$417M)
22% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 107
47% less call options, than puts
Call options by funds: $3.28M | Put options by funds: $6.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$69.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$26.4M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$19.9M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$14.1M |
| 5 |
BlackRock
New York
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$47.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$30.8M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$25.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$15.8M |
| 5 |
RA
Royce & Associates
New York
|
-$15.4M |
ENS Hedge Fund Activity: Q4 2018 in Review
282 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2018, worth a combined $3.22B — down 11% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ENS positions and 27 closed out — a net gain of 19 holders — while 83 added to existing stakes and 107 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $69.4M. The largest seller was Janus Henderson Group, cutting an estimated $47.4M.
- 282 institutional investors held EnerSys (ENS) as of Q4 2018, up from 264 in Q3 2018.
- Funds reported $3.22B of EnerSys stock for Q4 2018, down 11% quarter-over-quarter.
- 46 funds opened new EnerSys positions in Q4 2018 and 27 closed out, a net change of +19 holders.
- The largest EnerSys buyer in Q4 2018 was Wellington Management Group, an estimated $69.4M added.
- The largest EnerSys seller in Q4 2018 was Janus Henderson Group, an estimated $47.4M sold.
Based on aggregated 13F filings for Q4 2018.