Enphys Acquisition Corp.
NFYS
NFYS was delisted on the 24th of July, 2024.
29 hedge funds and large institutions have $101M invested in Enphys Acquisition Corp. in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 21 closing their positions.
37% less funds holding
Funds holding: 46 → 29 (-17)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
68% less capital invested
Capital invested by funds: $312M → $101M (-$212M)
76% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSU
Mizuho Securities USA
New York
|
+$11.7M |
| 2 |
CAC
Cowen and Company
New York
|
+$6.32M |
| 3 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$3.26M |
| 4 |
KL
KIM LLC
Wichita,
Kansas
|
+$2.12M |
| 5 |
AGM
Alpine Global Management
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
-$29.8M |
| 2 |
CCM
CAAS Capital Management
New York
|
-$24.7M |
| 3 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$24.3M |
| 4 |
FTCM
Fir Tree Capital Management
New York
|
-$21.7M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$17.7M |
NFYS Hedge Fund Activity: Q4 2023 in Review
29 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Enphys Acquisition Corp. (NFYS) for Q4 2023, worth a combined $101M — down 68% from $312M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of NFYS and 5 opened new positions — a net loss of 16 holders — while 14 trimmed existing stakes and 6 added.
The largest buyer was Mizuho Securities USA, adding an estimated $11.7M. The largest seller was First Trust Capital Management, cutting an estimated $29.8M.
- 29 institutional investors held Enphys Acquisition Corp. (NFYS) as of Q4 2023, down from 46 in Q3 2023.
- Funds reported $101M of Enphys Acquisition Corp. stock for Q4 2023, down 68% quarter-over-quarter.
- 5 funds opened new Enphys Acquisition Corp. positions in Q4 2023 and 21 closed out, a net change of -16 holders.
- The largest Enphys Acquisition Corp. buyer in Q4 2023 was Mizuho Securities USA, an estimated $11.7M added.
- The largest Enphys Acquisition Corp. seller in Q4 2023 was First Trust Capital Management, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2023.