EnerSys
372 hedge funds and large institutions have $3.59B invested in EnerSys in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 32 closing their positions.
56% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% more funds holding
Funds holding: 356 → 372 (+16)
1.13% less ownership
Funds ownership: 95.22% → 94.09% (-1.1%)
8% less capital invested
Capital invested by funds: $3.88B → $3.59B (-$299M)
20% less call options, than puts
Call options by funds: $2.49M | Put options by funds: $3.13M
24% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$13.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$9.38M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$9.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.11M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.7M |
| 3 |
BlackRock
New York
|
-$12.4M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$9.95M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$9.56M |
ENS Hedge Fund Activity: Q1 2024 in Review
372 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in EnerSys (ENS) for Q1 2024, worth a combined $3.59B — down 7.7% from $3.88B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new ENS positions and 32 closed out — a net gain of 18 holders — while 116 added to existing stakes and 153 trimmed.
The largest buyer was ACK Asset Management, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $16M.
- 372 institutional investors held EnerSys (ENS) as of Q1 2024, up from 356 in Q4 2023.
- Funds reported $3.59B of EnerSys stock for Q1 2024, down 7.7% quarter-over-quarter.
- 50 funds opened new EnerSys positions in Q1 2024 and 32 closed out, a net change of +18 holders.
- The largest EnerSys buyer in Q1 2024 was ACK Asset Management, an estimated $13.4M added.
- The largest EnerSys seller in Q1 2024 was Morgan Stanley, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2024.