EnerSys
287 hedge funds and large institutions have $2.95B invested in EnerSys in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 109 reducing their positions, and 30 closing their positions.
126% more call options, than puts
Call options by funds: $5.99M | Put options by funds: $2.65M
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
1% more funds holding
Funds holding: 285 → 287 (+2)
0.43% more ownership
Funds ownership: 95.51% → 95.94% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 109
7% less capital invested
Capital invested by funds: $3.16B → $2.95B (-$208M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
+$40M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$26.7M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$14.1M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$11.6M |
| 5 |
Goldman Sachs
New York
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$103M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$23.2M |
| 3 |
Bank of New York Mellon
New York
|
-$14.3M |
| 4 |
BlackRock
New York
|
-$10.2M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$5.94M |
ENS Hedge Fund Activity: Q1 2022 in Review
287 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2022, worth a combined $2.95B — down 6.6% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ENS positions and 30 closed out — a net gain of 4 holders — while 100 added to existing stakes and 109 trimmed.
The largest buyer was Scopia Capital Management, adding an estimated $40M. The largest seller was Wellington Management Group, cutting an estimated $103M.
- 287 institutional investors held EnerSys (ENS) as of Q1 2022, up from 285 in Q4 2021.
- Funds reported $2.95B of EnerSys stock for Q1 2022, down 6.6% quarter-over-quarter.
- 34 funds opened new EnerSys positions in Q1 2022 and 30 closed out, a net change of +4 holders.
- The largest EnerSys buyer in Q1 2022 was Scopia Capital Management, an estimated $40M added.
- The largest EnerSys seller in Q1 2022 was Wellington Management Group, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2022.