EnerSys
252 hedge funds and large institutions have $3.14B invested in EnerSys in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 30 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
14% more capital invested
Capital invested by funds: $2.74B → $3.14B (+$394M)
1.34% more ownership
Funds ownership: 97.89% → 99.22% (+1.3%)
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
1% less call options, than puts
Call options by funds: $838K | Put options by funds: $845K
8% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 92
2% less funds holding
Funds holding: 257 → 252 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$30.7M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$23.1M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$21.8M |
| 4 |
Janus Henderson Group
London,
|
+$19.5M |
| 5 |
BHC
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$24.3M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$20.4M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$14.6M |
| 4 |
Millennium Management
New York
|
-$13.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.5M |
ENS Hedge Fund Activity: Q4 2019 in Review
252 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q4 2019, worth a combined $3.14B — up 14% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ENS positions and 30 closed out — a net gain of 2 holders — while 85 added to existing stakes and 92 trimmed.
The largest buyer was Frontier Capital Management, adding an estimated $30.7M. The largest seller was Channing Capital Management, cutting an estimated $24.3M.
- 252 institutional investors held EnerSys (ENS) as of Q4 2019, down from 257 in Q3 2019.
- Funds reported $3.14B of EnerSys stock for Q4 2019, up 14% quarter-over-quarter.
- 32 funds opened new EnerSys positions in Q4 2019 and 30 closed out, a net change of +2 holders.
- The largest EnerSys buyer in Q4 2019 was Frontier Capital Management, an estimated $30.7M added.
- The largest EnerSys seller in Q4 2019 was Channing Capital Management, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2019.