Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant
NFYS.U
NFYS.U was delisted on the 19th of July, 2024.
23 hedge funds and large institutions have $62.2M invested in Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 11 closing their positions.
21% less funds holding
Funds holding: 29 → 23 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
60% less capital invested
Capital invested by funds: $154M → $62.2M (-$91.5M)
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$4.94M |
| 2 |
SCM
Shaolin Capital Management
Miami,
Florida
|
+$1.8M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$987K |
| 4 |
SCC
Spring Creek Capital
Wichita,
Kansas
|
+$372K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$69.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$24.6M |
| 2 |
CCM
CAAS Capital Management
New York
|
-$20.3M |
| 3 |
LPC
Lion Point Capital
New York
|
-$12.2M |
| 4 |
Millennium Management
New York
|
-$11.9M |
| 5 |
OCAM
Owl Creek Asset Management
New York
|
-$6.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MP
26
Mangrove Partners
Greenwich,
Connecticut
| – | -$3.97M | -400,000 | Closed |
|
|
KC
27
Kryger Capital
London,
United Kingdom
| – | -$3.5M | -352,739 | Closed |
|
|
LA
28
Linden Advisors
New York
| – | -$2.98M | -300,000 | Closed |
|
|
PMAM
29
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$2.98M | -300,000 | Closed |
|
30
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$2.48M | -250,000 | Closed |
|
|
AA
31
Ancora Advisors
Cleveland,
Ohio
| – | -$50K | -5,000 | Closed |
|
32
JP Morgan Chase
New York
| – | -$15K | -1,500 | Closed |
|
|
WAM
33
Wolverine Asset Management
Chicago,
Illinois
| – | +$10 | +1 | New |
|
NFYS.U Hedge Fund Activity: Q1 2022 in Review
23 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant (NFYS.U) for Q1 2022, worth a combined $62.2M — down 60% from $154M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NFYS.U and 5 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 3 added.
The largest buyer was AQR Arbitrage, opening a new position worth an estimated $4.94M. The largest seller was Teacher Retirement System of Texas, exiting entirely with an estimated $24.6M sold.
- 23 institutional investors held Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant (NFYS.U) as of Q1 2022, down from 29 in Q4 2021.
- Funds reported $62.2M of Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant stock for Q1 2022, down 60% quarter-over-quarter.
- 5 funds opened new Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant positions in Q1 2022 and 11 closed out, a net change of -6 holders.
- The largest Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant buyer in Q1 2022 was AQR Arbitrage, an estimated $4.94M added.
- The largest Enphys Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant seller in Q1 2022 was Teacher Retirement System of Texas, an estimated $24.6M sold.
Based on aggregated 13F filings for Q1 2022.