Enpro
173 hedge funds and large institutions have $1.78B invested in Enpro in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 13 closing their positions.
115% more call options, than puts
Call options by funds: $7.89M | Put options by funds: $3.67M
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
51% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 49
5% more funds holding
Funds holding: 165 → 173 (+8)
3% more capital invested
Capital invested by funds: $1.73B → $1.78B (+$55.6M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1.31% less ownership
Funds ownership: 108.52% → 107.21% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Silver Point Capital
Greenwich,
Connecticut
|
+$29.9M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$13.1M |
| 3 |
ICM
Ionic Capital Management
New York
|
+$11.2M |
| 4 |
CC
Coastland Capital
Palo Alto,
California
|
+$10.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$18.5M |
| 2 |
HHC
Hutchin Hill Capital
New York
|
-$12.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12.4M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$6.94M |
| 5 |
TA
Teachers Advisors
New York
|
-$6.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
176
Panagora Asset Management
Boston,
Massachusetts
| – | -$6.94M | -95,561 | Closed |
|
|
AC
177
Andromeda Capital
White Plains,
New York
| – | -$2.69M | -37,025 | Closed |
|
|
PCP
178
Perimeter Capital Partners
Atlanta,
Georgia
| – | -$1.27M | -17,455 | Closed |
|
|
SO
179
STRS Ohio
Columbus,
Ohio
| – | -$676K | -9,300 | Closed |
|
|
PGCM
180
Prescott Group Capital Management
Tulsa,
Oklahoma
| – | -$661K | -9,100 | Closed |
|
|
NCM
181
Newland Capital Management
New York
| – | -$363K | -5,000 | Closed |
|
|
ACMI
182
Amida Capital Management II
New York
| – | -$283K | -3,901 | Closed |
|
183
Neuberger Berman Group
New York
| – | -$250K | -3,443 | Closed |
|
|
FMT
184
First Mercantile Trust
Cordova,
Tennessee
| – | -$38K | -525 | Closed |
|
|
FNYS
185
First New York Securities
New York
| – | -$36K | -500 | Closed |
|
|
BJ
186
BlackRock Japan
Tokyo,
Japan
| – | -$27K | -370 | Closed |
|
|
TRCT
187
Tower Research Capital (TRC)
New York
| – | -$15K | -200 | Closed |
|
NPO Hedge Fund Activity: Q2 2014 in Review
173 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Enpro (NPO) for Q2 2014, worth a combined $1.78B — up 3.2% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new NPO positions and 13 closed out — a net gain of 8 holders — while 74 added to existing stakes and 49 trimmed.
The largest buyer was Silver Point Capital, adding an estimated $29.9M. The largest seller was Champlain Investment Partners, cutting an estimated $18.5M.
- 173 institutional investors held Enpro (NPO) as of Q2 2014, up from 165 in Q1 2014.
- Funds reported $1.78B of Enpro stock for Q2 2014, up 3.2% quarter-over-quarter.
- 21 funds opened new Enpro positions in Q2 2014 and 13 closed out, a net change of +8 holders.
- The largest Enpro buyer in Q2 2014 was Silver Point Capital, an estimated $29.9M added.
- The largest Enpro seller in Q2 2014 was Champlain Investment Partners, an estimated $18.5M sold.
Based on aggregated 13F filings for Q2 2014.