EnerSys
257 hedge funds and large institutions have $2.74B invested in EnerSys in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 109 reducing their positions, and 27 closing their positions.
1.55% more ownership
Funds ownership: 96.33% → 97.89% (+1.6%)
7% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 27
1% more funds holding
Funds holding: 255 → 257 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less call options, than puts
Call options by funds: $6.06M | Put options by funds: $6.1M
3% less capital invested
Capital invested by funds: $2.83B → $2.74B (-$84.7M)
23% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$49M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$40.4M |
| 3 |
Janus Henderson Group
London,
|
+$33.4M |
| 4 |
Millennium Management
New York
|
+$12.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$35.9M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$14.3M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$13M |
ENS Hedge Fund Activity: Q3 2019 in Review
257 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q3 2019, worth a combined $2.74B — down 3% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ENS positions and 27 closed out — a net gain of 2 holders — while 84 added to existing stakes and 109 trimmed.
The largest buyer was New South Capital Management, opening a new position worth an estimated $49M. The largest seller was Victory Capital Management, cutting an estimated $35.9M.
- 257 institutional investors held EnerSys (ENS) as of Q3 2019, up from 255 in Q2 2019.
- Funds reported $2.74B of EnerSys stock for Q3 2019, down 3% quarter-over-quarter.
- 29 funds opened new EnerSys positions in Q3 2019 and 27 closed out, a net change of +2 holders.
- The largest EnerSys buyer in Q3 2019 was New South Capital Management, an estimated $49M added.
- The largest EnerSys seller in Q3 2019 was Victory Capital Management, an estimated $35.9M sold.
Based on aggregated 13F filings for Q3 2019.