EnerSys
326 hedge funds and large institutions have $4.13B invested in EnerSys in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 14 closing their positions.
549% more call options, than puts
Call options by funds: $9.22M | Put options by funds: $1.42M
293% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 14
22% more capital invested
Capital invested by funds: $3.39B → $4.13B (+$739M)
14% more funds holding
Funds holding: 286 → 326 (+40)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
2.52% less ownership
Funds ownership: 95.43% → 92.91% (-2.5%)
27% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$31.2M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$15.8M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$12.2M |
| 4 |
Morgan Stanley
New York
|
+$10.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$8.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
-$40.9M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$24M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$23.5M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$20M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$19.7M |
ENS Hedge Fund Activity: Q2 2023 in Review
326 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q2 2023, worth a combined $4.13B — up 22% from $3.39B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new ENS positions and 14 closed out — a net gain of 41 holders — while 91 added to existing stakes and 125 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $31.2M. The largest seller was Scopia Capital Management, cutting an estimated $40.9M.
- 326 institutional investors held EnerSys (ENS) as of Q2 2023, up from 286 in Q1 2023.
- Funds reported $4.13B of EnerSys stock for Q2 2023, up 22% quarter-over-quarter.
- 55 funds opened new EnerSys positions in Q2 2023 and 14 closed out, a net change of +41 holders.
- The largest EnerSys buyer in Q2 2023 was Lord, Abbett & Co, an estimated $31.2M added.
- The largest EnerSys seller in Q2 2023 was Scopia Capital Management, an estimated $40.9M sold.
Based on aggregated 13F filings for Q2 2023.